Tool Comparison
Reflexivity vs Roic AI
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want quant, performance attribution, and scenario & stress tests.
- 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 $99.99/mo
- You want financials, sheets / excel add-ins, and splits.
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want quant, performance attribution, and scenario & stress tests.
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 $99.99/mo
- You want financials, sheets / excel add-ins, 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
Reflexivity and Roic AI cover a lot of the same ground (6 shared categories, including screeners, news, and APIs & data feeds), so for the basics you won't go far wrong with either. Reflexivity simply does more: 13 categories to Roic AI's 10, including quant, performance attribution, and scenario & stress tests. Roic AI counters by starting cheaper at $29/mo.
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Reflexivity
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Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo vs $99.99/mo
- Broader coverage
- Reflexivity13 vs 10 categories
- Real-time data
- Reflexivity
- Beginner friendly
- Roic AI
- Free plan
- Both
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 $99.99/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | — | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 13 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | Granularity: EOD |
Capabilities | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more | Universe builder |
Security | SOC2 | — |
| Try it | Visit Reflexivity | Visit Roic AI |
Standout features
The best features of Reflexivity and Roic AI.ShowHide
Standout features
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 Reflexivity and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrencies | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Import methods | CSVManual | Not specified |
Integrations | Not specified | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Excel | ExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2 | Not specified |
Capability signals | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builder |
Vendor & support | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email | 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“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | Contact sales“Institutional” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Reflexivity and Roic AI?
Reflexivity leans toward screeners, quant, and performance attribution, 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 Reflexivity and Roic AI cost?
Good news: both Reflexivity 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: Reflexivity 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.
Do Reflexivity 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 Reflexivity or Roic AI?
It depends on what you're after. Pick Reflexivity if quant and performance attribution matter to you; go with Roic AI if you'd rather have financials and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Reflexivity and Roic AI cover?
Both cover stocks and ETFs. Reflexivity also handles bonds, commodities, and currencies. Roic AI adds closed-end funds on top.
Does Reflexivity or Roic AI have real-time data?
Reflexivity 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 Reflexivity 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: Reflexivity or Roic AI?
Both Reflexivity and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Reflexivity or Roic AI?
Reflexivity handles portfolio tracking. Roic AI is really a research tool; you'd track your portfolio elsewhere.
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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.