VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Roic AI vs Tickertape comparison

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

Quick takeaways

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

Tickertape includes Portfolio, Watchlist, Alerts, Dividends, Scores, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Performance, Market Sentiment, Insider Data, Broker Connectors, and Blogs 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..

Tickertape is known for: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..

Tickertape offers mobile access, which Roic AI skips.

Roic AI logo

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

Web
API

Pricing

Free
Subscription

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.

Community votes (overall)

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Tickertape logo

Tickertape

tickertape.in

Hands-on review

India-focused research and portfolio platform for stocks, mutual funds, and ETFs. It offers end-of-day screening data, linked broker integration for unified portfolios and trading, and event-driven alerts. Free accounts provide core features, while Pro unlocks unlimited custom filters, CSV exports, advanced alerts, and access to historical Market Mood Index data and index constituents.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
  • Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
  • End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
  • Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
  • Alerts on markets, watchlists, and portfolios, with advanced alerting features available on Pro.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Financials, News, and Screeners plus 1 more area.

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.

Tickertape

Distinct strengths include:

  • Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
  • Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
  • End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
  • Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.

Feature-by-feature breakdown

AttributeRoic AITickertape
Categories

Which research workflows each platform targets

Shared: Financials, News, Screeners, Splits

Unique: Transcripts, Data APIs, Sheets / Excel Add-ins, Stock Handbook

Shared: Financials, News, Screeners, Splits

Unique: Portfolio, Watchlist, Alerts, Dividends, Scores, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Performance, Market Sentiment, Insider Data, Broker Connectors, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Closed-End Funds

Stocks, Mutual Funds, ETFs, Options

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

  • Web and mobile apps covering Indian stocks, mutual funds, and ETFs.
  • Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit.
  • End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day.
  • Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
  • Alerts on markets, watchlists, and portfolios, with advanced alerting features available on Pro.
  • Analyst coverage including price targets, ratings, and forecasts for revenue and earnings.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Roic AI and Tickertape both support?

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

Do Roic AI and Tickertape require subscriptions?

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

Which tool has mobile access?

Tickertape 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 Tickertape stands out for Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..

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.