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.

edmundSEC logo

edmundSEC

edmundsec.com

PricingSubscription
PlatformsWeb
Roic AI logo

Roic AI

roic.ai

PricingFree, Subscription
PlatformsWeb, API
Editor's pickHands-on review

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...

edmundSECRoic AI

Side-by-side metrics

AttributeedmundSECRoic 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

Shared categories

Categories where both tools offer overlapping coverage.

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..

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.