Tool Comparison
GuruFocus vs Roic AI
- Paid from
- $45.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want stock ideas, ETF screeners, and top analysts.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $29/mo instead of $45.75/mo
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You want stock ideas, ETF screeners, and top analysts.
- 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
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
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
No votes yet. Cast the first one.
Roic AI
No votes yet. Cast the first one.
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
- Broker sync
- GuruFocus
- Free plan
- Both
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 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 $549/yr | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 57 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 +55 more | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 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 | Microsoft Excel, Google Sheets +6 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 | 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 |
Standout features
The best features of GuruFocus and Roic AI.ShowHide
Standout features
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 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 GuruFocus and Roic AI.ShowHide
All details
| 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 | Not specified |
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 | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | CSVExcelJSON | ExcelJSON |
| 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 · +4 more |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · region price: $549/year for USA, Asia, or Europe; $369/year for several other regions · +7 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Tier 2 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Tier 3 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| Tier 4 | Subscription“Premium Plus”billing: Annual only · public price: Current rendered pricing could not establish the Premium Plus amount · +4 more | — |
| Tier 5 | Subscription“Professional”billing: Annual only · public price: Current rendered pricing could not establish the Professional amount · +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 | — |
Alternatives
Free alternatives
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.
Can I export data from GuruFocus and Roic AI?
Yes, both export to spreadsheets (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.
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.