★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Roic AI
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about ETF screeners, data visualizations, and custom dashboards, things Roic AI doesn't offer
Pick Roic AI 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 want an API so you can script or automate things
- You care about APIs & data feeds, sheets / excel add-ins, and splits, things Koyfin 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
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 starting cheaper at $29/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Roic AI
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Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- API access
- Roic AI
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and bonds
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 | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 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 | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Google Sheets, ChatGPT +1 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 | Latency: Real-time and End of Day and 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 |
Where each one shines
What Koyfin and Roic AI each do best.ShowHide
Where each one shines
What Koyfin and Roic AI each do best.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 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 Koyfin and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Roic AI, side by side.| 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 | Real-timeEnd of Day |
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 | Google SheetsChatGPTMCP Server |
Export formats | CSVImagePDF | CSVExcelJSON |
| 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.
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 | Freewatchlists: 2 · screens: 2 · +5 more | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $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 |
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.
Do Koyfin 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 Koyfin and Roic AI?
Yes, both export to spreadsheets (CSV), 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.
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.