★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Roic AI
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You care about stock ideas, stock comparison, and data visualizations, things Roic AI doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Roic AI instead if
Roic AI
Free • From $29/mo · Web · API
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You care about sheets / excel add-ins and stock handbook, things Fiscal.ai 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
Fiscal.ai and Roic AI cover a lot of the same ground (8 shared categories, including screeners, news, and splits), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Roic AI's 10, including stock ideas, stock comparison, and data visualizations. Roic AI counters by starting cheaper at $29/mo.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Roic AI
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo vs $39/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 10 categories
- 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 $39/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | Universe builder |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Roic AI |
Where each one shines
What Fiscal.ai and Roic AI each do best.ShowHide
Where each one shines
What Fiscal.ai and Roic AI each do best.What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
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 Fiscal.ai and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKey |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Google SheetsChatGPTMCP Server |
Export formats | CSVImagePDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builder |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Roic AI, Inc.Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | 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“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Roic AI?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Roic AI cost?
Good news: both Fiscal.ai and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai 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 Fiscal.ai or Roic AI?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Roic AI if you'd rather have sheets / excel add-ins and stock handbook. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Roic AI cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds. Roic AI adds closed-end funds on top.
Do Fiscal.ai and Roic AI offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Fiscal.ai and Roic AI?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or Roic AI?
Both Fiscal.ai 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 Fiscal.ai or Roic AI?
Fiscal.ai 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.