Roic AI vs Statfolio comparison

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.

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.

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.

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.

Choose Roic AI if you need Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., and 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.. 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.

Both cover Stocks, and ETFs. Roic AI also includes Closed-End Funds.

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.

Roic AI supports data exports to CSV, Excel, and JSON. Statfolio has more limited export options.

Roic AI includes a stock screener for finding investment ideas. Statfolio focuses on other analytical tools.

Statfolio offers portfolio tracking features. Roic AI is more focused on research and analysis.