★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Perplexity Finance vs Roic AI
Pick Perplexity Finance if
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $20/mo instead of $29/mo
- You do a lot of your research from your phone
- You care about watchlist, data visualizations, and calendar, things Roic AI doesn't offer
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You care about financials, transcripts, and sheets / excel add-ins, things Perplexity Finance 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
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. The real difference is focus: only Perplexity Finance gives you watchlist and data visualizations, and only Roic AI gives you financials and transcripts.
What readers say
Perplexity Finance
Vote once to reveal the community verdict.
Roic AI
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Key differences at a glance
- Cheaper paid plan
- Perplexity Finance$20/mo vs $29/mo
- Mobile app
- Perplexity Finance
- Free plan
- Both
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 $20/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 6 limits: Standard (Free): pro searches: Limited, Pro: pro searches: Extended access +4 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 | Yes | Yes |
Broker sync | — | No |
Integrations | — | 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 | 12 | 10 |
Regions | North America, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: Real-time and End of Day and 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 |
Where each one shines
What Perplexity Finance and Roic AI each do best.ShowHide
Where each one shines
What Perplexity Finance and Roic AI each do best.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 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 Perplexity Finance and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for Perplexity Finance and Roic AI, side by side.| 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 | Real-timeEnd of Day |
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 | Google SheetsChatGPTMCP Server |
Export formats | Not specified | CSVExcelJSON |
| 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.
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 | Free“Standard (Free)”pro searches: Limited | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Tier 2 | $200/mo“Max”pro searches per day: Unlimited · annual price usd: 2,000 | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Top plan | Subscription“Agent API finance_search”tool call pricing: $5 per 1,000 invocations | — |
| 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.
Do Perplexity Finance 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 Perplexity Finance and Roic AI?
Roic AI exports to CSV and 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.
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.