VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Nasdaq.com vs Roic AI comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Nasdaq.com adds Portfolio, Watchlist, Calendar, Dividends, IPO, Insider Data, 13F, Short Interest, ETF Overview, ETF Holdings, Options, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage that Roic AI skips.

Roic AI includes Transcripts, Data APIs, Sheets / Excel Add-ins, and Stock Handbook categories that Nasdaq.com omits.

Nasdaq.com highlights: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..

Roic AI is known for: Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..

Nasdaq.com ships a mobile app. Roic AI is web/desktop only.

Nasdaq.com logo

Nasdaq.com

nasdaq.com

Hands-on review

Nasdaq’s official portal for quotes, news, filings, calendars, and investor tools. Free users can access watchlists, portfolios, and market data, while premium Smart Portfolio (powered by TipRanks) adds broker syncing and advanced analytics. U.S. quotes stream in real time via Nasdaq Basic/NLS, though extended-hours data is typically shown with a 15-minute delay.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link.
  • Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics.
  • Options chains enhanced with Greeks such as Delta, Gamma, and Vega.
  • Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
  • Comprehensive calendars covering dividends, earnings, IPOs, and economic events.

Community votes (overall)

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Roic AI logo

Roic AI

roic.ai

Editor’s pick Hands-on review

Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
  • Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
  • API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, News, and Splits plus 1 more area.

Where they differ

Nasdaq.com

Distinct strengths include:

  • Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link.
  • Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics.
  • Options chains enhanced with Greeks such as Delta, Gamma, and Vega.
  • Dedicated pages for short interest, insider transactions, and institutional holdings (13F).

Roic AI

Distinct strengths include:

  • Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
  • Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.

Feature-by-feature breakdown

AttributeNasdaq.comRoic AI
Categories

Which research workflows each platform targets

Shared: Screeners, News, Splits, Financials

Unique: Portfolio, Watchlist, Calendar, Dividends, IPO, Insider Data, 13F, Short Interest, ETF Overview, ETF Holdings, Options, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations

Shared: Screeners, News, Splits, Financials

Unique: Transcripts, Data APIs, Sheets / Excel Add-ins, Stock Handbook

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Options, Cryptos, Currencies

Stocks, ETFs, Closed-End Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link.
  • Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics.
  • Options chains enhanced with Greeks such as Delta, Gamma, and Vega.
  • Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
  • Comprehensive calendars covering dividends, earnings, IPOs, and economic events.
  • ETF pages include holdings tables and fund-level analytics.

Unique

  • Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
  • Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
  • API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.
  • News hub and per-company news feeds are available in the UI and through an API endpoint.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Nasdaq.com and Roic AI both support?

Both platforms cover Screeners, News, Splits, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Nasdaq.com and Roic AI require subscriptions?

Both Nasdaq.com and Roic AI keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Nasdaq.com ships a dedicated mobile experience, while Roic AI focuses on web or desktop access.

What unique strengths set the two platforms apart?

Nasdaq.com differentiates itself with Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega., whereas Roic AI stands out for Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..

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.