VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, January 6, 2026
Tool Comparison
OpenBB vs Roic AI comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Roic AI
roic.ai
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Sheets / Excel Add-ins, Data APIs, and News and 3 other categories.
- Coverage tilt: OpenBB has 21 categories you won't get in Roic AI; Roic AI has 2 unique categories.
- Curation signals: Roic AI: Editor's pick + Hands-on review.
Category leaders
- Screeners: Roic AI is tagged for this workflow; OpenBB has no category votes yet.
- News: not enough category votes yet to call a leader.
- Data Visualizations: OpenBB leads (+2 vs 0 net votes for Roic AI).
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | OpenBB | Roic AI |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos | 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, API | Web, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
OpenBB strengths
Categories covered by OpenBB but not Roic AI.
Frequently Asked Questions
Which workflows do OpenBB and Roic AI both support?
Both platforms cover Sheets / Excel Add-ins, Data APIs, News, Splits, Financials, and Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do OpenBB and Roic AI require subscriptions?
Both OpenBB and Roic AI keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access OpenBB and Roic AI?
Both OpenBB and Roic AI prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
OpenBB differentiates itself with REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., 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..
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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.