★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: EPSMomentum checked August 4, 2026
Tool Comparison
EPSMomentum vs Roic AI
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You want the cheaper way in: plans start at $9.99/mo instead of $29/mo
- You do a lot of your research from your phone
- You care about stock ideas, data visualizations, and money flow, things Roic AI doesn't offer
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You care about APIs & data feeds, sheets / excel add-ins, and splits, things EPSMomentum doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
EPSMomentum and Roic AI cover a lot of the same ground (6 shared categories, including screeners, news, and financials), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to Roic AI's 10, including stock ideas, data visualizations, and money flow, plus a mobile app. Roic AI counters by keeping things simpler.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
Roic AI
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Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $29/mo
- Broader coverage
- EPSMomentum20 vs 10 categories
- Mobile app
- EPSMomentum
- Global coverage
- Roic AI
- Asset coverage
- Roic AIAdds closed-end funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | TradingView | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 20 | 10 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | Universe builder |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit Roic AI |
Where each one shines
What EPSMomentum and Roic AI each do best.ShowHide
Where each one shines
What EPSMomentum and Roic AI each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access to a REST API with API-key authentication and JSON responses by default, with CSV available where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Export support for data to JSON, CSV, Excel, or TSV depending on endpoint and workflow.
Every detail we compared
Every tracked attribute for EPSMomentum and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Not specified |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKey |
Import methods | Manual | Not specified |
Integrations | TradingView | Google SheetsChatGPTMCP Server |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Universe builder |
Vendor & support | EPSM Inc.Country: USASupport: Email | Roic AI, Inc.Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
| Custom / enterprise | — | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between EPSMomentum and Roic AI?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Roic AI cost?
Good news: both EPSMomentum and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or Roic AI on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. Roic AI doesn't list a dedicated mobile app; its documented access is web and API.
Do EPSMomentum and Roic AI have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose EPSMomentum or Roic AI?
It depends on what you're after. Pick EPSMomentum if stock ideas and data visualizations matter to you; go with Roic AI if you'd rather have APIs & data feeds and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Roic AI cover?
Both cover stocks and ETFs. Roic AI adds closed-end funds on top.
Do EPSMomentum and Roic AI offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: EPSMomentum or Roic AI?
Roic AI has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from EPSMomentum and Roic AI?
Roic AI exports to CSV and Excel. EPSMomentum is stingier about getting data out.
Is EPSMomentum or Roic AI better for day trading?
EPSMomentum is the one positioned more for active traders. Roic AI is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Roic AI?
Both EPSMomentum and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum or Roic AI?
EPSMomentum handles portfolio tracking. Roic AI is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.