VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Roic AI vs Statfolio
Roic AI vs Statfolio: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Roic AI
Pickroic.ai
Best for transcripts, and screeners
- Pricing
- Free • Paid plans available
- Platforms
- Web, API
Statfolio
statfolio.net
Best for portfolio, and dividends
- Pricing
- Free • Paid plans available
- Platforms
- Web, Mobile
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Roic AI if…
- You build with APIs or automate workflows
- You need real-time data, not delayed quotes
- You need company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
- You need api docs list 60,000+ tickers, 70+ exchanges, 29 endpoints, json responses, and spreadsheet-ready tsv/excel output.
Choose
Statfolio if…
- You need a mobile app for on-the-go research
- You need manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
- You need daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
- You need contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Roic AI | Statfolio |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Data freshness | Real-timeEnd of Day | End of Day |
API access | REST | Not specified |
Export formats | CSVExcelJSON | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Roic AI
$21/mo
Starting price
Plans & pricing
Tool
Statfolio
$10/mo
Starting price
Plans & pricing
Coverage overlap
Categories covered by Roic AI only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Roic AI and Statfolio?
Roic AI focuses on Financials, Transcripts, and News while Statfolio specializes in Portfolio, Dividends, and Splits. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Roic AI and Statfolio cost?
Good news—both Roic AI and Statfolio offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Roic AI or Statfolio on my phone?
Statfolio has a mobile app so you can check your research on the go. Roic AI is web-only, so you'll need a browser to access it from mobile devices.
Does Roic AI or Statfolio have an API?
Roic AI provides API access for programmatic data retrieval and custom integrations. Statfolio doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Roic AI or Statfolio?
Choose Roic AI if you need Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., and API docs list 60,000+ tickers, 70+ exchanges, 29 endpoints, JSON responses, and spreadsheet-ready TSV/Excel output.. Go with Statfolio if Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., and Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits. better fits how you invest.
What asset classes do Roic AI and Statfolio cover?
Both cover Stocks, and ETFs. Roic AI also includes Closed-End Funds.
Does Roic AI or Statfolio have real-time data?
Roic AI offers real-time data feeds, which is essential for active traders. Statfolio uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Roic AI and Statfolio?
Roic AI supports data exports to CSV, Excel, and JSON. Statfolio has more limited export options.
Which has a better stock screener—Roic AI or Statfolio?
Roic AI includes a stock screener for finding investment ideas. Statfolio focuses on other analytical tools.
Can I track my portfolio with Roic AI or Statfolio?
Statfolio offers portfolio tracking features. Roic AI is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.