Tool Comparison
Fintool vs Roic AI
- Paid from
- On request
- Free plan
- No
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want watchlist and research templates.
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want news, sheets / excel add-ins, and splits.
Pick Fintool instead if
Fintool
Contact for pricing · Web
- Delayed quotes won't cut it; you need real-time data
- You want watchlist and research templates.
Start here
Roic AI
Free • From $29/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want news, 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
Fintool and Roic AI cover a lot of the same ground (6 shared categories, including transcripts, financials, and screeners), so for the basics you won't go far wrong with either. Fintool includes watchlist and research templates, and Roic AI includes news and sheets / excel add-ins.
What readers say
Fintool
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Roic AI
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Key differences at a glance
- Free plan
- Roic AI
- API access
- Roic AI
- Real-time data
- Fintool
- Global coverage
- Roic AI
- Asset coverage
- Roic AIAdds ETFs and closed-end funds
What Fintool does best
- Fintool as a historical reference for AI financial research agents rather than a current self-serve product to buy.
- The core workflow: natural-language answers grounded in SEC filings, earnings calls, financial data, and citations.
- Review the legacy company research experience across financials, earnings summaries, documents, research notes, and transcript analysis.
- Comparison tools for its AI workflow templates, including earnings memos, integrated charting, collaborative sharing controls, and cited research outputs.
- Tracking the Fintool V5 direction: autonomous background agents for DCF models in Excel, earnings decks in PowerPoint, and research memos in Word.
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 | Contact for pricing | Free • From $29/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 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 | No | Yes |
Broker sync | No | No |
Integrations | Microsoft 365 / Office (post-acquisition direction), SharePoint (legacy enterprise connector) +5 more | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 8 | 10 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | Granularity: EOD |
Capabilities | AI summaries: Transcripts | Universe builder |
Security | Data residency: US, EU, and Other | — |
| Try it | Visit Fintool | Visit Roic AI |
Standout features
The best features of Fintool and Roic AI.ShowHide
Standout features
What Fintool does best
- Fintool as a historical reference for AI financial research agents rather than a current self-serve product to buy.
- The core workflow: natural-language answers grounded in SEC filings, earnings calls, financial data, and citations.
- Review the legacy company research experience across financials, earnings summaries, documents, research notes, and transcript analysis.
- Comparison tools for its AI workflow templates, including earnings memos, integrated charting, collaborative sharing controls, and cited research outputs.
- Tracking the Fintool V5 direction: autonomous background agents for DCF models in Excel, earnings decks in PowerPoint, and research memos in Word.
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 Fintool and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
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 | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Integrations | Microsoft 365 / Office (post-acquisition direction)SharePoint (legacy enterprise connector)OneDrive (legacy enterprise connector)Google Drive (legacy enterprise connector)Okta (legacy enterprise connector)Azure AD (legacy enterprise connector)Google Workspace (legacy enterprise connector) | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Not specified | ExcelJSON |
| Plans & trust | ||
Security & compliance | Data residency: US, EU, and Other | Not specified |
Capability signals | AI summaries: Transcripts | Universe builder |
Vendor & support | Fintool CorporationCountry: United StatesSupport: Email | Roic AI, Inc.Support: Email |
Curation ratings | Methodology 2/5Reliability 3/5UX 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 | — | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | — | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | Contact sales“Microsoft acquisition / legacy Fintool” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fintool and Roic AI?
Fintool leans toward transcripts, financials, and screeners, 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.
Is Fintool or Roic AI free to use?
Roic AI has a free tier, so you can get started without paying anything. Fintool is paid-only. If budget matters, start with Roic AI and see how far it takes you before opening your wallet.
Does Fintool or Roic AI have an API?
Roic AI has an API for programmatic access and custom integrations. Fintool doesn't, so you're working through its interface.
Should I choose Fintool or Roic AI?
It depends on what you're after. Pick Fintool if watchlist and research templates matter to you; go with Roic AI if you'd rather have news and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Fintool and Roic AI cover?
Both cover stocks. Roic AI adds ETFs and closed-end funds on top.
Does Fintool or Roic AI have real-time data?
Fintool 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: Fintool 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. Fintool is more region-specific, mainly North America.
Can I export data from Fintool and Roic AI?
Roic AI exports to Excel. Fintool is stingier about getting data out.
Which has a better stock screener: Fintool or Roic AI?
Both Fintool 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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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.