VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

QuickFS vs Roic AI comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

QuickFS adds Data Visualizations, and APIs & SDKs coverage that Roic AI skips.

Roic AI includes Transcripts, News, Screeners, Splits, and Stock Handbook categories that QuickFS omits.

In depth comparison

QuickFS logo

QuickFS

quickfs.net

Global fundamentals platform focused on long‑history financial statements and ratios. Free tier gives on‑site annual data (10y). Premium and API unlock 20‑year histories, quarterly/TTM, bulk CSV/Excel exports, and programmatic access. Strong for modeling, valuation and screening in Excel or via REST; does not offer broker sync, risk, or options analytics.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.

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Roic AI logo

Roic AI

roic.ai

Editor’s pick Hands-on review

Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • 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.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
  • API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.

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Where they differ

QuickFS

Distinct strengths include:

Data VisualizationsAPIs & SDKs
  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).

Roic AI

Distinct strengths include:

TranscriptsNewsScreenersSplitsStock Handbook
  • 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.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.

Feature-by-feature breakdown

AttributeQuickFSRoic AI
Categories

Which research workflows each platform targets

Shared: Financials, Data APIs, Sheets / Excel Add-ins

Unique: Data Visualizations, APIs & SDKs

Shared: Financials, Data APIs, Sheets / Excel Add-ins

Unique: Transcripts, News, Screeners, Splits, Stock Handbook

Asset types

Supported asset classes and universes

Stocks

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, Desktop

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.

Unique

  • 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.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
  • API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.
  • News hub and per-company news feeds are available in the UI and through an API endpoint.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do QuickFS and Roic AI both support?

Both platforms cover Financials, Data APIs, and Sheets / Excel Add-ins workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do QuickFS and Roic AI require subscriptions?

Both QuickFS and Roic AI keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access QuickFS and Roic AI?

Both QuickFS 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?

QuickFS differentiates itself with 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online)., and Public REST API for fundamentals, market data, and company metadata; batch requests supported., 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..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.