VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

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Tool Comparison

Roic AI vs Visible Alpha comparison

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

Quick takeaways

Roic AI adds Transcripts, News, Screeners, Splits, and Stock Handbook coverage that Visible Alpha skips.

Visible Alpha includes Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Stock Comparison, APIs & SDKs, Blogs, and Playbooks & Case Studies categories that Roic AI omits.

Roic AI has a free tier, while Visible Alpha requires a paid plan.

In depth comparison

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

WebAPI

Pricing

FreeSubscription

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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Visible Alpha

visiblealpha.com

Granular, line‑item consensus from full sell‑side models (7,000+ companies; 250+ contributing brokers) with VA Actuals historicals, Excel add‑in, and enterprise delivery via API/Data Feed/Snowflake. Now part of S&P Global Market Intelligence and available as an add‑on within S&P Capital IQ Pro. Includes modules like Target Price & Ratings and a Line Item Monitor for alerts and revision analysis.

Platforms

WebDesktopAPI

Pricing

Subscription

Quick highlights

Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.

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Where they differ

Roic AI

Distinct strengths include:

Transcripts News Screeners 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.

Visible Alpha

Distinct strengths include:

Analyst Forecasts Analyst Price Targets Analyst Recommendations Data Visualizations Stock Comparison APIs & SDKs Blogs Playbooks & Case Studies

Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.

Feature-by-feature breakdown

Attribute	Roic AI	Visible Alpha
Categories Which research workflows each platform targets	Shared: Financials, Data APIs, Sheets / Excel Add-ins Unique: Transcripts, News, Screeners, Splits, Stock Handbook	Shared: Financials, Data APIs, Sheets / Excel Add-ins Unique: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Stock Comparison, APIs & SDKs, Blogs, Playbooks & Case Studies
Asset types Supported asset classes and universes	Stocks, ETFs, Closed-End Funds	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Desktop, API
Pricing High-level pricing models	Free, Subscription	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 Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered. VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series. Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app. Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework. Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level. Enterprise data delivery: REST API for ad‑hoc queries, file‑based data feeds (S3/SFTP), and Snowflake data shares; feeds/cloud updated throughout the day.
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 Visible Alpha both support?

Both platforms cover Financials, Data APIs, 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 Visible Alpha requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Roic AI and Visible Alpha?

Both Roic AI and Visible Alpha 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 Visible Alpha stands out for Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

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