Tool Comparison
OpenBB vs Roic AI
- Paid from
- $41.67/mo
- Free plan
- Yes
- Platforms
- Web, Desktop, Mobile
Best if
- You do a lot of your research from your phone
- You want data visualizations, custom dashboards, and research templates.
- 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 $41.67/mo
- You want transcripts, news, and splits.
- You're newer to investing and want something approachable
Pick OpenBB if
OpenBB
Free • From $500/yr · Web · Desktop · Mobile
- You do a lot of your research from your phone
- You want data visualizations, custom dashboards, and research templates.
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 $41.67/mo
- You want transcripts, news, and splits.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
OpenBB and Roic AI cover a lot of the same ground (6 shared categories, including APIs & data feeds, sheets / excel add-ins, and AI research), so for the basics you won't go far wrong with either. OpenBB includes data visualizations and custom dashboards, and Roic AI includes transcripts and news.
What readers say
OpenBB
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Roic AI
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Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo vs $41.67/mo
- Mobile app
- OpenBB
- Desktop app
- OpenBB
- Beginner friendly
- Roic AI
- Free plan
- Both
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
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 $500/yr | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 10 limits: Workspace Community: copilot queries per day: 20, Workspace Community: excel add in: No (per plan comparison) +8 more | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | OpenBB Skills, Workspace MCP server +2 more | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | — |
Categories covered | 12 | 10 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Granularity: EOD |
Capabilities | IV surface and Yield curves | Universe builder |
Security | 6 signals: SOC2, SSO: SAML and OIDC +4 more | — |
| Try it | Visit OpenBB | Visit Roic AI |
Standout features
The best features of OpenBB and Roic AI.ShowHide
Standout features
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
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 OpenBB and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Not specified |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneSDKs: PythonDocs | Auth: APIKey |
Integrations | OpenBB SkillsWorkspace MCP serverMCP serversExcel Add-in | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | CSVExcel | ExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | IV surfaceYield curves | Universe builder |
Vendor & support | OpenBB Inc.Founded 2021Support: Email 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 | Free“Workspace Community”copilot queries per day: 20 · excel add in: No (per plan comparison) · +1 more | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $500/yr≈ $41.67/mo“Snowflake Native App” | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Top plan | $2400/yr≈ $200/mo“Workspace Lite”team size: Designed for teams under 10 · excel add in: No (per plan comparison) · +1 more | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | Contact sales“Workspace Pro”pricing model: Custom team license (contact sales) · support: 8 hours/day, 5 days/week (EST) | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between OpenBB and Roic AI?
OpenBB leans toward APIs & data feeds, sheets / excel add-ins, and data visualizations, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do OpenBB and Roic AI cost?
Good news: both OpenBB and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: OpenBB or Roic AI?
Roic AI is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use OpenBB or Roic AI on my phone?
OpenBB 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 OpenBB 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 OpenBB or Roic AI?
It depends on what you're after. Pick OpenBB if data visualizations and custom dashboards matter to you; go with Roic AI if you'd rather have transcripts and news. And if you only need the basics both share, let price decide.
What asset classes do OpenBB and Roic AI cover?
Both cover stocks and ETFs. OpenBB also handles cryptos, currencies, and commodities. Roic AI adds closed-end funds on top.
Can I export data from OpenBB and Roic AI?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: OpenBB or Roic AI?
Both OpenBB and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.