VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Roic AI and Tegus will find that Both Roic AI and Tegus concentrate on Financials, Transcripts, and Sheets / Excel Add-ins workflows, making them natural alternatives for similar investment research jobs. Roic AI leans into News, Screeners, and Data APIs, which can be decisive for teams that need depth over breadth. Tegus stands out with Improved Filings, Data Visualizations, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Roic AI vs Tegus
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Roic AI adds News, Screeners, Data APIs, Splits, and Stock Handbook coverage that Tegus skips.
- Tegus includes Improved Filings, Data Visualizations, AI, and Alerts categories that Roic AI omits.
- Roic AI 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., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
- Tegus is known for: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
- Roic AI has a free tier, while Tegus requires a paid plan.
- Tegus offers mobile access, which Roic AI skips.
Roic AI
roic.ai
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
Pricing
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.
Tegus
tegus.com
Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.
Platforms
Pricing
Quick highlights
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
- Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Roic AI
Distinct strengths include:
- 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.
Tegus
Distinct strengths include:
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
Feature-by-feature breakdown
| Attribute | Roic AI | Tegus |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Transcripts, Sheets / Excel Add-ins Unique: News, Screeners, Data APIs, Splits, Stock Handbook | Shared: Financials, Transcripts, Sheets / Excel Add-ins Unique: Improved Filings, Data Visualizations, AI, Alerts |
Asset types Supported asset classes and universes | Stocks, ETFs, Closed-End Funds | Stocks |
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 | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Tegus both support?
Both platforms cover Financials, Transcripts, and Sheets / Excel Add-ins workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Roic AI offers a free entry point, while Tegus requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Tegus 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 Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
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.