VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

View Roic AIView Tweenvest Home My Collections

Head-to-head

Roic AI vs Tweenvest comparison

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

Quick takeaways

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

Tweenvest includes Scores, Valuation Models, AI, Portfolio, Watchlist, Calendar, Dividends, and Analyst Forecasts 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..

Tweenvest is known for: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

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.

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Tweenvest logo

Tweenvest

tweenvest.com

Hands-on review

Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
  • Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

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

Where they differ

Roic AI

Distinct strengths include:

Data APIs
Sheets / Excel Add-ins
Splits
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.

Tweenvest

Distinct strengths include:

Scores
Valuation Models
AI
Portfolio
Watchlist
Calendar
Dividends
Analyst Forecasts
  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.

Feature-by-feature breakdown

AttributeRoic AITweenvest
Categories

Which research workflows each platform targets

Shared: Financials, Transcripts, News, Screeners

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

Shared: Financials, Transcripts, News, Screeners

Unique: Scores, Valuation Models, AI, Portfolio, Watchlist, Calendar, Dividends, Analyst Forecasts

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

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

  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
  • Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.
  • Analyst estimates, editable projections, and AI-generated summaries are included in the Unlimited plan.
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 Tweenvest both support?

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

Do Roic AI and Tweenvest require subscriptions?

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

How can you access Roic AI and Tweenvest?

Both Roic AI and Tweenvest prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 Tweenvest stands out for Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.