Tool Comparison
EPSMomentum vs Roic AI
- Paid from
- $9.99/mo
- Free plan
- Yes
- Platforms
- Web, API, Mobile
Best if
- You want the cheaper way in: plans start at $9.99/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want APIs & data feeds, sheets / excel add-ins, and splits.
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
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You want APIs & data feeds, sheets / excel add-ins, and splits.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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: 19 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.
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EPSMomentum
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Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $29/mo
- Broader coverage
- EPSMomentum19 vs 10 categories
- Mobile app
- EPSMomentum
- Real-time data
- EPSMomentum
- Global coverage
- Roic AI
- Asset coverage
- Roic AIAdds closed-end funds
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.
- Review 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 the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 18 limits: Bronze: monitors: 1, Bronze: screeners: 1 +16 more | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | TradingView | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 19 | 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 | Granularity: EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | Universe builder |
| Try it | Visit EPSMomentum | Visit Roic AI |
Standout features
The best features of EPSMomentum and Roic AI.ShowHide
Standout features
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.
- Review 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 the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
All details
Every attribute we track for EPSMomentum and Roic AI.ShowHide
All details
| 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 | Not specified |
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 | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Not specified | ExcelJSON |
| Plans & trust | ||
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $9.99/mo“Silver”annual rate: $6.99/month equivalent, billed annually · monitors: 3 · +3 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Tier 2 | $49.99/mo“Gold”annual rate: $34.99/month equivalent, billed annually · monitors: Unlimited · +3 more | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 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 |
Alternatives
Free alternatives
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.
Does EPSMomentum or Roic AI have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. Roic AI runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
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 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.
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