Tool Comparison
Perplexity Finance vs Roic AI
- Paid from
- $10/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want a lower paid starting price: $10/mo, billed monthly instead of $29/mo, billed monthly
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want financials, transcripts, and sheets / excel add-ins.
Pick Perplexity Finance if
Perplexity Finance
Free • From $10/mo, billed monthly · Web · Mobile · API
- You want a lower paid starting price: $10/mo, billed monthly instead of $29/mo, billed monthly
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Roic AI if
Roic AI
Free • From $29/mo, billed monthly · Web · API
- You want financials, transcripts, and sheets / excel add-ins.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Perplexity Finance and Roic AI cover a lot of the same ground (3 shared categories, screeners, news, and APIs & data feeds), so for the basics you won't go far wrong with either. Perplexity Finance includes watchlist and data visualizations, and Roic AI includes financials and transcripts.
What readers say
Perplexity Finance
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Roic AI
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Key differences at a glance
- Cheaper paid plan
- Perplexity Finance$10/mo, billed monthly vs $29/mo, billed monthly
- Mobile app
- Perplexity Finance
- Real-time data
- Perplexity Finance
- Free plan
- Both
What Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
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 $10/mo, billed monthly | Free • From $29/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 6 limits: Standard (Free): pro searches per day: 3, Pro: pro searches: Extended access +4 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 | Yes | Yes |
Broker sync | — | No |
Integrations | — | 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 | 12 | 10 |
Regions | North America, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | Granularity: EOD |
Data partners | 6 partners: Financial Modeling Prep, Unusual Whales +4 more | — |
Capabilities | Universe builder and AI summaries: Filings and News | Universe builder |
Security | SOC2 and Status page | — |
| Try it | Visit Perplexity Finance | Visit Roic AI |
Standout features
The best features of Perplexity Finance and Roic AI.ShowHide
Standout features
What Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
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 Perplexity Finance and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCryptosOptions | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors | Not specified |
Regions | North AmericaAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and INIdentifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time | Not specified |
Data granularity | Not specified | EOD |
Data partners | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKey |
Integrations | Not specified | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Not specified | ExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Universe builderAI summaries: Filings and News | Universe builder |
Vendor & support | Perplexity AI, Inc.Support: Email, Chat, 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“Standard (Free)”pro searches per day: 3 | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $20/moBilled monthly“Pro”pro searches: Extended access · annual price usd: 200 | $29/moBilled monthly“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Tier 2 | $200/moBilled monthly“Max”pro searches: Weekly limits for advanced use · annual price usd: 2,000 | $89/moBilled monthly“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Top plan | $10/moBilled monthly“Education Pro” | — |
| Custom / enterprise | — | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between Perplexity Finance and Roic AI?
Perplexity Finance leans toward screeners, watchlist, and data visualizations, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Perplexity Finance and Roic AI cost?
Good news: both Perplexity Finance 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 Perplexity Finance or Roic AI on my phone?
Perplexity Finance 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 Perplexity Finance 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 Perplexity Finance or Roic AI?
It depends on what you're after. Pick Perplexity Finance if watchlist and data visualizations matter to you; go with Roic AI if you'd rather have financials and transcripts. And if you only need the basics both share, let price decide.
What asset classes do Perplexity Finance and Roic AI cover?
Both cover stocks and ETFs. Perplexity Finance also handles mutual funds, cryptos, and options. Roic AI adds closed-end funds on top.
Does Perplexity Finance or Roic AI have real-time data?
Perplexity Finance 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 Perplexity Finance and Roic AI?
Roic AI exports to Excel. Perplexity Finance is stingier about getting data out.
Is Perplexity Finance or Roic AI better for day trading?
Perplexity Finance is the one positioned more for active traders. Roic AI is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Perplexity Finance or Roic AI?
Both Perplexity Finance 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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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.