VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, November 10, 2025

Tool Comparison

Roic AI vs Statfolio comparison

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

Quick takeaways

Roic AI adds Transcripts, Screeners, Data APIs, Sheets / Excel Add-ins, and Stock Handbook coverage that Statfolio skips.

Statfolio includes Portfolio, Dividends, and Data Visualizations categories that Roic AI omits.

Statfolio offers mobile access, which Roic AI skips.

In depth comparison

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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Statfolio

statfolio.net

Portfolio tracking and analytics platform with daily price and dividend updates. The Free plan supports 1 portfolio (50 orders, 10 holdings). Basic ($10/mo) expands to 3 portfolios, 500 orders, and a performance dashboard. Pro ($30/mo) offers 10 portfolios with unlimited orders and holdings. Dividends and splits are recorded automatically. Orders can be entered manually or imported.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

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Where they differ

Roic AI

Distinct strengths include:

Transcripts Screeners Data APIs Sheets / Excel Add-ins Stock 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.

Statfolio

Distinct strengths include:

Portfolio Dividends Data Visualizations

Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Feature-by-feature breakdown

Attribute	Roic AI	Statfolio
Categories Which research workflows each platform targets	Shared: Financials, News, Splits Unique: Transcripts, Screeners, Data APIs, Sheets / Excel Add-ins, Stock Handbook	Shared: Financials, News, Splits Unique: Portfolio, Dividends, Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Closed-End Funds	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	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.	Unique Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts. Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits. Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked. Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds. Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR. Mobile access via a native Android app.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Roic AI and Statfolio both support?

Both platforms cover Financials, News, and Splits workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Roic AI and Statfolio require subscriptions?

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

Which tool has mobile access?

Statfolio ships a dedicated mobile experience, while Roic AI focuses on web or desktop access.

What unique strengths set the two platforms apart?

Roic AI differentiates itself with 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., whereas Statfolio stands out for Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..

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