VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, January 6, 2026
Tool Comparison
edmundSEC vs Roic AI comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Roic AI
roic.ai
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Transcripts.
- Coverage tilt: edmundSEC has 3 categories you won't get in Roic AI; Roic AI has 7 unique categories.
- Pricing: edmundSEC is Subscription; Roic AI is Free, Subscription.
Category leaders
- Screeners: Roic AI is tagged for this workflow; edmundSEC has no category votes yet.
- News: Roic AI is tagged for this workflow; edmundSEC has no category votes yet.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | edmundSEC | Roic AI |
|---|---|---|
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Coverage overlap
edmundSEC strengths
Categories covered by edmundSEC but not Roic AI.
Roic AI strengths
Categories covered by Roic AI but not edmundSEC.
Frequently Asked Questions
Which workflows do edmundSEC and Roic AI both support?
Both platforms cover Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Roic AI offers a free entry point, while edmundSEC requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access edmundSEC and Roic AI?
Both edmundSEC and Roic AI prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
edmundSEC differentiates itself with Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface., ContextAI Search expands queries to surface more relevant matches across filings and transcripts., and Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end., whereas Roic AI stands out for Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
- Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Financials, and Improved Filings.
ScreenersFinancialsImproved Filings - GuruFocusEditor's pickHands-on review
Overlap: Screeners, News, and Data APIs.
ScreenersNewsData APIs - Financial Modeling Prep (FMP)Hands-on review
Overlap: Screeners, Data APIs, and News.
ScreenersData APIsNews - OpenBB
Overlap: Sheets / Excel Add-ins, Data APIs, and News.
Sheets / Excel Add-insData APIsNews - Alpha VantageHands-on review
Overlap: Data APIs, News, and Splits.
Data APIsNewsSplits - FintoolHands-on review
Overlap: Transcripts, Financials, and Screeners.
TranscriptsFinancialsScreeners
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.