Tool Comparison
Financial Datasets vs Roic AI
- Paid from
- $200/mo, billed monthly
- Free plan
- No
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want analyst forecasts, insider data, and institutional ownership.
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $29/mo, billed monthly instead of $200/mo, billed monthly
- You want transcripts, sheets / excel add-ins, and splits.
Pick Financial Datasets if
Financial Datasets
From $200/mo, billed monthly · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want analyst forecasts, insider data, and institutional ownership.
Pick Roic AI if
Roic AI
Free • From $29/mo, billed monthly · Web · API
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $29/mo, billed monthly instead of $200/mo, billed monthly
- You want transcripts, 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
Financial Datasets and Roic AI cover a lot of the same ground (4 shared categories, including APIs & data feeds, financials, and screeners), so for the basics you won't go far wrong with either. Financial Datasets includes analyst forecasts and insider data, and Roic AI includes transcripts and sheets / excel add-ins.
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Financial Datasets
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Key differences at a glance
- Free plan
- Roic AI
- Cheaper paid plan
- Roic AI$29/mo, billed monthly vs $200/mo, billed monthly
- Real-time data
- Financial Datasets
- Global coverage
- Roic AI
- Beginner friendly
- Roic AI
What Financial Datasets does best
- REST endpoints and a hosted MCP server provide two ways to query the service.
- Datasets include financial statements, segmented financials, stock prices, metrics, earnings, insider trades, institutional holdings, SEC filings, news, crypto prices, and central-bank rates.
- The introduction lists more than 27,000 active and delisted US tickers, while the pricing FAQ says global tickers.
- Historical stock prices are available at daily, weekly, monthly, and yearly intervals.
- The stock screener applies field, operator, and value filters to available financial metrics.
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 | From $200/mo, billed monthly | Free • From $29/mo, billed monthly |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 13 limits: Credits: included requests: 1,000, Credits: l1 coverage: 1 year +11 more | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | Claude, Cursor +4 more | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Quants/Developers, Algo Traders +1 more | — |
Categories covered | 9 | 10 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more | Granularity: EOD |
Capabilities | Universe builder | Universe builder |
| Try it | Visit Financial Datasets | Visit Roic AI |
Standout features
The best features of Financial Datasets and Roic AI.ShowHide
Standout features
What Financial Datasets does best
- REST endpoints and a hosted MCP server provide two ways to query the service.
- Datasets include financial statements, segmented financials, stock prices, metrics, earnings, insider trades, institutional holdings, SEC filings, news, crypto prices, and central-bank rates.
- The introduction lists more than 27,000 active and delisted US tickers, while the pricing FAQ says global tickers.
- Historical stock prices are available at daily, weekly, monthly, and yearly intervals.
- The stock screener applies field, operator, and value filters to available financial metrics.
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 Financial Datasets and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptos | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Quants/DevelopersAlgo TradersAnalysts | Not specified |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USExchanges: NASDAQ, NYSE, and AMEXIdentifiers: Ticker and CIK | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2WebhooksDocs | Auth: APIKey |
Integrations | ClaudeCursorWindsurfVS CodeZedmcp-remote | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Not specified | ExcelJSON |
| Plans & trust | ||
Capability signals | Universe builder | Universe builder |
Vendor & support | Financial Datasets, Inc.Support: Email | Roic AI, Inc.Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $200/moBilled monthly“Build”included requests: 100,000 · monthly request cap: 1,000,000 · +3 more | $29/moBilled monthly“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Tier 2 | $2000/moBilled monthly“Scale”included requests: 1,000,000 · monthly request cap: 10,000,000 · +3 more | $89/moBilled monthly“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Top plan | $20“Credits”included requests: 1,000 · l1 coverage: 1 year · +1 more | — |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between Financial Datasets and Roic AI?
Financial Datasets leans toward APIs & data feeds, financials, and screeners, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Financial Datasets or Roic AI free to use?
Roic AI has a free tier, so you can get started without paying anything. Financial Datasets is paid-only. If budget matters, start with Roic AI and see how far it takes you before opening your wallet.
Which is better for beginners: Financial Datasets or Roic AI?
Roic AI is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Financial Datasets 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 Financial Datasets or Roic AI?
It depends on what you're after. Pick Financial Datasets if analyst forecasts and insider data matter to you; go with Roic AI if you'd rather have transcripts and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Financial Datasets and Roic AI cover?
Both cover stocks. Financial Datasets also handles cryptos. Roic AI adds ETFs and closed-end funds on top.
Does Financial Datasets or Roic AI have real-time data?
Financial Datasets 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: Financial Datasets 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. Financial Datasets is more region-specific, mainly North America.
Can I export data from Financial Datasets and Roic AI?
Roic AI exports to Excel. Financial Datasets is stingier about getting data out.
Which has a better stock screener: Financial Datasets or Roic AI?
Both Financial Datasets and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.