★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Quartr vs Roic AI
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You care about analyst forecasts, calendar, and alerts, things Roic AI doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You care about news, screeners, and sheets / excel add-ins, things Quartr 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
Quartr and Roic AI cover a lot of the same ground (5 shared categories, including financials, transcripts, and AI research), so for the basics you won't go far wrong with either. Quartr simply does more: 16 categories to Roic AI's 10, including analyst forecasts, calendar, and alerts, plus a mobile app. Roic AI counters by keeping things simpler.
What readers say
Quartr
Vote once to reveal the community verdict.
Roic AI
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Key differences at a glance
- Mobile app
- Quartr
- Broader coverage
- Quartr16 vs 10 categories
- Asset coverage
- Roic AIAdds ETFs and closed-end funds
- 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 • Contact for pricing | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 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 | No |
Integrations | MarketBeat | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | — |
Categories covered | 16 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Streaming and Real-time | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | MarketBeat | — |
Capabilities | Citation pinning and AI summaries: Transcripts | Universe builder |
Security | Status page | — |
| Try it | Visit Quartr | Visit Roic AI |
Where each one shines
What Quartr and Roic AI each do best.ShowHide
Where each one shines
What Quartr and Roic AI each do best.What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitoring earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
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 Quartr and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for Quartr and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | StreamingReal-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | MarketBeat | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooksDocs | Auth: APIKey |
Integrations | MarketBeat | Google SheetsChatGPTMCP Server |
Export formats | JSONPDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | Citation pinningAI summaries: Transcripts | Universe builder |
Vendor & support | Quartr ABCountry: SwedenFounded 2020 | 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“Mobile app” | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | — | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Custom / enterprise | Contact sales“Quartr Pro” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between Quartr and Roic AI?
Quartr leans toward financials, transcripts, and analyst forecasts, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Quartr and Roic AI cost?
Good news: both Quartr 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 Quartr or Roic AI on my phone?
Quartr 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 Quartr 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 Quartr or Roic AI?
It depends on what you're after. Pick Quartr if analyst forecasts and calendar matter to you; go with Roic AI if you'd rather have news and screeners. And if you only need the basics both share, let price decide.
What asset classes do Quartr and Roic AI cover?
Both cover stocks. Roic AI adds ETFs and closed-end funds on top.
Do Quartr 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 Quartr and Roic AI?
Roic AI exports to CSV and Excel. Quartr is stingier about getting data out.
Which has a better stock screener: Quartr or Roic AI?
Roic AI has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
Keep researching
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Feedback
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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.