Tool Comparison
Koyfin vs Roic AI
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, data visualizations, and custom dashboards.
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want APIs & data feeds, sheets / excel add-ins, and splits.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, data visualizations, and custom dashboards.
Pick Roic AI if
Roic AI
Free • From $29/mo, billed monthly · Web · API
- You want an API so you can script or automate things
- You want APIs & data feeds, 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
Koyfin and Roic AI cover a lot of the same ground (5 shared categories, including screeners, news, and financials), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Roic AI's 10, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. Roic AI counters by keeping things simpler.
What readers say
Koyfin
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Roic AI
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- API access
- Roic AI
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and bonds
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 $468/yr, billed annually | Free • From $29/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 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 | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Roic AI |
Standout features
The best features of Koyfin and Roic AI.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 Koyfin and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | CSVImagePDF | ExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builder |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | 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 | Freewatchlists: 2 · screens: 2 · +5 more | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $29/moBilled monthly“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $89/moBilled monthly“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Roic AI?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Roic AI cost?
Good news: both Koyfin 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 Koyfin or Roic AI on my phone?
Koyfin 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.
Does Koyfin or Roic AI have an API?
Roic AI has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Roic AI?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with Roic AI if you'd rather have APIs & data feeds and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Roic AI cover?
Both cover stocks, ETFs, and closed-end funds. Koyfin also handles mutual funds, bonds, and currencies.
Does Koyfin or Roic AI have real-time data?
Koyfin 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 Koyfin and Roic AI?
Yes, both export to spreadsheets (Koyfin: CSV; Roic AI: Excel), which is handy if you like running your own numbers.
Can Koyfin or Roic AI connect to my broker?
Koyfin syncs with brokers automatically. With Roic AI, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Roic AI?
Both Koyfin 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 Koyfin or Roic AI?
Koyfin handles portfolio tracking. Roic AI is really a research tool; you'd track your portfolio elsewhere.
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