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
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
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.
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Roic AI
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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
What Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
What Tweenvest does best
- Research coverage for companies through dashboards that combine tables, charts, financial data, estimates, filters, news, and valuation context.
- Screeners, watchlists, and favorites lists to organize research ideas, with limits expanding materially by plan.
- Tracking portfolios with performance, dividend context, and upcoming-event notifications, with portfolio capacity increasing on Pro+ and higher plans.
- Set stock price alerts and receive a notification when a target price is reached.
- Compare portfolio performance with a stock or ETF benchmark.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more | 23 limits: Basic: coverage: US & Spain, Basic: history: 5 years +21 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | — |
Integrations | Microsoft Excel, Google Sheets +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 15 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Granularity: EOD | Latency: End of Day and Granularity: EOD |
Capabilities | Universe builder | Universe builder |
| Try it | Visit Roic AI | Visit Tweenvest |
Standout features
The best features of Roic AI and Tweenvest.ShowHide
Standout features
What Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
What Tweenvest does best
- Research coverage for companies through dashboards that combine tables, charts, financial data, estimates, filters, news, and valuation context.
- Screeners, watchlists, and favorites lists to organize research ideas, with limits expanding materially by plan.
- Tracking portfolios with performance, dividend context, and upcoming-event notifications, with portfolio capacity increasing on Pro+ and higher plans.
- Set stock price alerts and receive a notification when a target price is reached.
- Compare portfolio performance with a stock or ETF benchmark.
All details
Every attribute we track for Roic AI and Tweenvest.ShowHide
All details
| Attribute | ||
|---|---|---|
| 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.ShowHide
Pricing
| Tier | ||
|---|---|---|
| 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 | — |
Alternatives
Free alternatives
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.