★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Roic AI
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You care about stock ideas, ETF screeners, and top analysts, 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 $45.75/mo
- Delayed quotes won't cut it; you need real-time data
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
GuruFocus and Roic AI cover a lot of the same ground (10 shared categories, including screeners, news, and APIs & data feeds), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to Roic AI's 10, including stock ideas, ETF screeners, and top analysts, plus a mobile app. Roic AI counters by starting cheaper at $29/mo.
What readers say
GuruFocus
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 $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 10 categories
- Mobile app
- GuruFocus
- Real-time data
- Roic AI
- Broker sync
- GuruFocus
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 $549/yr | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 49 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +47 more | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | — |
Categories covered | 49 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | Universe builder |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit Roic AI |
Where each one shines
What GuruFocus and Roic AI each do best.ShowHide
Where each one shines
What GuruFocus and Roic AI each do best.What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
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 GuruFocus and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: APIKey |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | Google SheetsChatGPTMCP Server |
Export formats | CSVExcelJSON | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | Universe builder |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Roic AI, Inc.Support: Email |
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 | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Tier 2 | $1398/yr≈ $116.50/mo“Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | — |
| Tier 4 | $2448/yr≈ $204/mo“Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | — |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| Top plan | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | — |
| Custom / enterprise | Contact sales“Custom API / Enterprise Package” | 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 GuruFocus and Roic AI?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Roic AI cost?
Good news: both GuruFocus 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 GuruFocus or Roic AI on my phone?
GuruFocus 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 GuruFocus 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 GuruFocus or Roic AI?
It depends on what you're after. Pick GuruFocus if stock ideas and ETF screeners matter to you; go with Roic AI if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Roic AI cover?
Both cover stocks and ETFs. GuruFocus also handles bonds, mutual funds, and options. Roic AI adds closed-end funds on top.
Does GuruFocus or Roic AI have real-time data?
Roic AI offers real-time data, which matters if you trade actively. GuruFocus 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 GuruFocus and Roic AI?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Can GuruFocus or Roic AI connect to my broker?
GuruFocus syncs with brokers automatically. With Roic AI, you're entering holdings by hand or importing files.
Which has a better stock screener: GuruFocus or Roic AI?
Both GuruFocus 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 GuruFocus or Roic AI?
GuruFocus handles portfolio tracking. Roic AI is really a research tool; you'd track your portfolio elsewhere.
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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.