BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

Roic AI vs Tweenvest

Paid from
$29/mo
Free plan
Yes
Platforms
Web, API

Best if

  • You want an API so you can script or automate things
  • You want APIs & data feeds, sheets / excel add-ins, and splits.
Paid from
—
Free plan
Yes
Platforms
Web

Best if

  • You want data visualizations, watchlist, and portfolio.
  • You're a long-term investor who cares more about fundamentals than headlines

Pick Roic AI if

Roic AI logo

Roic AI

roic.aiTested

Free • From $29/mo · Web · API

  • You want an API so you can script or automate things
  • You want APIs & data feeds, sheets / excel add-ins, and splits.

Pick Tweenvest if

Tweenvest logo

Tweenvest

tweenvest.comTested

Free • Paid plans available · Web

  • You want data visualizations, watchlist, and portfolio.
  • You're a long-term investor who cares more about fundamentals than headlines

Skip both if: Neither one clicks with how you research; there are strong third options.

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Our take

The bottom line

Roic AI and Tweenvest cover a lot of the same ground (6 shared categories, including financials, transcripts, and news), so for the basics you won't go far wrong with either. Tweenvest simply does more: 15 categories to Roic AI's 10, including data visualizations, watchlist, and portfolio. Roic AI counters by keeping things simpler.

What readers say

Roic AI

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Tweenvest

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Key differences at a glance

Asset coverage
Roic AIAdds closed-end funds
Broader coverage
Tweenvest15 vs 10 categories
API access
Roic AI
Free plan
Both
See the full side-by-side table
Roic AI logo

What Roic AI does best

  1. Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
  2. The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
  3. Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
  4. Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
  5. Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
Tweenvest logo

What Tweenvest does best

  1. Research coverage for companies through dashboards that combine tables, charts, financial data, estimates, filters, news, and valuation context.
  2. Screeners, watchlists, and favorites lists to organize research ideas, with limits expanding materially by plan.
  3. Tracking portfolios with performance, dividend context, and upcoming-event notifications, with portfolio capacity increasing on Pro+ and higher plans.
  4. Set stock price alerts and receive a notification when a target price is reached.
  5. Compare portfolio performance with a stock or ETF benchmark.

Side by side

Pricing & plans
Starting price
Free • From $29/mo
Free • Paid plans available
Free tier
Yes
Yes
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Mobile app
No
No
API access
Yes
No
Broker sync
No
—
Integrations
Microsoft Excel, Google Sheets +6 more
—
Coverage & data
Asset types
StocksETFsClosed-End Funds
StocksETFs
Target audience
Not specified
Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsSwing Traders
Data freshness
Not specified
End of Day
Data granularity
EOD
EOD
Export formats
ExcelJSON
Not specified

Pricing comparison

Tier
TweenvestCheaper start
Free plan
Free
Free“Basic”
Entry paid plan
$29/mo“Individual”
€9.99/mo“Pro”
Tier 2
$89/mo“Professional”
€14.99/mo“Pro+”
Top plan
—
€19.99/mo“Unlimited”
Custom / enterprise
Contact sales“Enterprise”
—

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Roic AI and Tweenvest
Attribute
Roic AI logo
Roic AI
Tweenvest logo
Tweenvest
Pricing & plans
Starting price
Free • From $29/moFree • Paid plans available
Free tier
YesYes
Free trial
——
Plan limits
22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more23 limits: Basic: coverage: US & Spain, Basic: history: 5 years +21 more
Platforms & access
Web app
YesYes
Mobile app
NoNo
API access
YesNo
Broker sync
No—
Integrations
Microsoft Excel, Google Sheets +6 more—
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
—Retail Traders, Pro Retail +5 more
Categories covered
1015
Regions
North America, Europe, APAC, LatAm, Middle East, AfricaNorth America, Europe, APAC, LatAm, Middle East, Africa
Data & capabilities
Data quality
Granularity: EODLatency: End of Day and Granularity: EOD
Capabilities
Universe builderUniverse builder
Try itVisit Roic AIVisit Tweenvest

Standout features

The best features of Roic AI and Tweenvest.
Show
Roic AI logo

What Roic AI does best

  1. Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
  2. The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
  3. Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
  4. Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
  5. Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
Tweenvest logo

What Tweenvest does best

  1. Research coverage for companies through dashboards that combine tables, charts, financial data, estimates, filters, news, and valuation context.
  2. Screeners, watchlists, and favorites lists to organize research ideas, with limits expanding materially by plan.
  3. Tracking portfolios with performance, dividend context, and upcoming-event notifications, with portfolio capacity increasing on Pro+ and higher plans.
  4. Set stock price alerts and receive a notification when a target price is reached.
  5. Compare portfolio performance with a stock or ETF benchmark.

All details

Every attribute we track for Roic AI and Tweenvest.
Show
Attribute
Roic AI logo
Roic AI
Tweenvest logo
Tweenvest
Coverage & fit
Asset types
StocksETFsClosed-End Funds
StocksETFs
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Target audience
Not specified
Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsSwing Traders
Regions
North AmericaEuropeAPACLatAmMiddle EastAfrica
North AmericaEuropeAPACLatAmMiddle EastAfrica
Coverage details
Identifiers: Ticker, ISIN, and CUSIP
Identifiers: Ticker
Data
Data freshness
Not specified
End of Day
Data granularity
EOD
EOD
Access & integrations
API protocols
REST
Not specified
API auth & delivery
Auth: APIKey
Not specified
Integrations
Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server
Not specified
Export formats
ExcelJSON
Not specified
Plans & trust
Capability signals
Universe builder
Universe builder
Vendor & support
Roic AI, Inc.Support: Email
TweenvestCountry: SpainFounded 2022

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of Roic AI and Tweenvest
Tier
Roic AI logo
Roic AI
Tweenvest logo
TweenvestCheaper start
Free plan
Freeapi requests per minute: 5 · historical data: 2 years · +4 more
Free“Basic”coverage: US & Spain · history: 5 years · +5 more
Entry paid plan
$29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more
€9.99/mo“Pro”coverage: US, CA, Europe, UK · history: 10 years · +5 more
Tier 2
$89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more
€14.99/mo“Pro+”portfolios: Unlimited · positions: Unlimited · +1 more
Top plan—
€19.99/mo“Unlimited”coverage: Worldwide · history: All · +4 more
Custom / enterprise
Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more
—

Questions we keep getting

What's the difference between Roic AI and Tweenvest?

Roic AI leans toward financials, transcripts, and news, while Tweenvest puts more weight on screeners, data visualizations, and watchlist. They overlap in 6 categories, so for most people it comes down to workflow preference and price.

How much do Roic AI and Tweenvest cost?

Good news: both Roic AI and Tweenvest have free plans, so you can run them side by side and only pay if you hit a wall.

Does Roic AI or Tweenvest have an API?

Roic AI has an API for programmatic access and custom integrations. Tweenvest doesn't, so you're working through its interface.

Should I choose Roic AI or Tweenvest?

It depends on what you're after. Pick Roic AI if APIs & data feeds and sheets / excel add-ins matter to you; go with Tweenvest if you'd rather have data visualizations and watchlist. And if you only need the basics both share, let price decide.

What asset classes do Roic AI and Tweenvest cover?

Both cover stocks and ETFs. Roic AI also handles closed-end funds.

Can I export data from Roic AI and Tweenvest?

Roic AI exports to Excel. Tweenvest is stingier about getting data out.

Which has a better stock screener: Roic AI or Tweenvest?

Both Roic AI and Tweenvest include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.

Can I track my portfolio with Roic AI or Tweenvest?

Tweenvest handles portfolio tracking. Roic AI is really a research tool; you'd track your portfolio elsewhere.

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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.