Tool Comparison
Fiscal.ai vs Roic AI
- Paid from
- $39/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, stock comparison, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want a lower paid starting price: $29/mo, billed monthly instead of $39/mo, billed monthly
- You want sheets / excel add-ins and stock handbook.
Start here
Fiscal.ai
Free • From $39/mo, billed monthly · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, stock comparison, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Roic AI instead if
Roic AI
Free • From $29/mo, billed monthly · Web · API
- You want a lower paid starting price: $29/mo, billed monthly instead of $39/mo, billed monthly
- You want sheets / excel add-ins and stock handbook.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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 offering a lower paid starting price at $29/mo, billed monthly.
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Fiscal.ai
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Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo, billed monthly vs $39/mo, billed monthly
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 10 categories
- Real-time data
- Fiscal.ai
- Free plan
- Both
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.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, 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.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- 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 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 $39/mo, billed monthly | Free • From $29/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 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 | MCP, Claude Connector +7 more | Microsoft Excel, Google Sheets +6 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: Tick and EOD +1 more | Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | Universe builder |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Roic AI |
Standout features
The best features of Fiscal.ai and Roic AI.ShowHide
Standout features
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.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, 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.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- 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 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 Fiscal.ai and Roic AI.ShowHide
All details
| 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 | Not specified |
Data granularity | TickEOD | 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 | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | CSVImagePDF | ExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderCitation 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 · +4 more |
| Entry paid plan | $39/moBilled monthly“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $29/moBilled monthly“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Top plan | $199/moBilled monthly“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $89/moBilled monthly“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
| Free trial | 14 days | — |
Alternatives
Free alternatives
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.
Does Fiscal.ai or Roic AI have real-time data?
Fiscal.ai 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.
Can I export data from Fiscal.ai and Roic AI?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Roic AI: Excel), 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.
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