BEST INVESTING TOOLS COMPARISON

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Checked Sep 24 to Oct 30, 2026

Tool Comparison

Roic AI vs Winus

Pick Roic AI if

Roic AI logo

Roic AI

roic.aiTested

Free • From $288/yr, billed annually · Web · API

  • You want an API so you can script or automate things
  • You want transcripts, calendar, and news.
  • You're a long-term investor who cares more about fundamentals than headlines

Pick Winus if

Winus logo

Winus

winus.ai

Free • From $29/mo, billed monthly · Web

  • You want AI chat, education, and macro data.

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 Winus cover a lot of the same ground (2 shared categories, financials and AI research), so for the basics you won't go far wrong with either. Roic AI simply does more: 10 categories to Winus's 5, including transcripts, calendar, and news. Winus counters by keeping things simpler.

What readers say

Roic AI

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Key differences at a glance

API access
Roic AI
Broader coverage
Roic AI10 vs 5 categories
Free plan
Both
See the full side-by-side table

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Roic AI and Winus
Attribute
Roic AI logo
Roic AI
Winus logo
Winus
Pricing & plans
Starting price
Free • From $288/yr, billed annuallyFree • From $29/mo, billed monthly
Free tier
YesYes
Free trial
——
Plan limits
24 limits: Free: api requests per minute: 5, Free: historical data: 2 years +22 more10 limits: Free: daily credits: 400, Free: concurrent tasks: 1 +8 more
Platforms & access
Web app
YesYes
Mobile app
NoNo
API access
YesNo
Broker sync
No—
Integrations
Google Sheets, Claude +5 more—
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Advanced
Best for
Long-term Investors, Analysts +1 moreInstitutional Investors, Analysts +2 more
Categories covered
105
Regions
North America, Europe, APAC, LatAm, Middle East, Africa—
Data & capabilities
Data quality
Granularity: EOD and Adjustments: Splits, Dividends, and TotalReturn—
Capabilities
Universe builder—
Security
Status page4 signals: Data residency: US, EU, and Other, Encryption at rest +2 more
Try itVisit Roic AIVisit Winus

Standout features

The best features of Roic AI and Winus.
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Roic AI logo

What Roic AI does best

  1. Inspect income statements, balance sheets, and cash flows.
  2. Compare profitability, debt, liquidity, working capital, yields, enterprise value, and valuation multiples without rebuilding each calculation.
  3. Read recent raw transcripts on lower plans.
  4. Retrieve daily price and volume history.
  5. Find issuers and listings, then retrieve company profiles, identifiers, logos, and employee history.
Winus logo

What Winus does best

  1. Ask finance questions through Financial Chat or run a longer Deep Research workflow with an outline, citations, calculations, and review steps.
  2. Use AI Factcheck to extract claims, compare them with traceable sources, show calculations, and mark results as true, false, or unverifiable.
  3. Run repeatable agent tasks for company research, market monitoring, reporting, and follow-up analysis.
  4. Create, share, and deploy reusable financial Skills for repeatable team workflows.
  5. Research companies, funds, fixed income, currencies, commodities, macroeconomic data, industries, supply chains, corporate entities, news, and alternative data.

All details

Every attribute we track for Roic AI and Winus.
Show
Attribute
Roic AI logo
Roic AI
Winus logo
Winus
Coverage & fit
Asset types
StocksETFsClosed-End FundsCurrencies
StocksBondsETFsMutual FundsOptionsCommoditiesCurrenciesReal Estate
Experience
BeginnerIntermediateAdvanced
BeginnerAdvanced
Target audience
Long-term InvestorsAnalystsQuants/Developers
Institutional InvestorsAnalystsFinancial AdvisorsRetail Traders
Regions
North AmericaEuropeAPACLatAmMiddle EastAfrica
Not specified
Coverage details
Identifiers: Ticker, ISIN, and CUSIP
Not specified
Data
Data granularity
EOD
Not specified
Access & integrations
API protocols
REST
Not specified
API auth & delivery
Auth: APIKeyDocs
Not specified
Integrations
Google SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server
Not specified
Export formats
CSVJSON
Not specified
Plans & trust
Security & compliance
Status page
Data residency: US, EU, and OtherEncryption at restEncryption in transitRole-based access
Capability signals
Universe builder
Not specified
Vendor & support
Roic AI, Inc.Support: Email
FIINOO TECHNOLOGY SDN. BHD.Country: MalaysiaFounded 2022Support: Email

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
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Plan-by-plan pricing comparison of Roic AI and Winus
Tier
Roic AI logo
Roic AI
Winus logo
Winus
Free plan
Freeapi requests per minute: 5 · historical data: 2 years · +4 more
Freedaily credits: 400 · concurrent tasks: 1 · +1 more
Entry paid plan
$288/yrBilled annually≈ $24/mo“Individual”monthly billing option usd: 29 · api requests per minute: 300 · +5 more
$29/moBilled monthly“Plus”daily credits: 400 · monthly credits: 2,900 · +2 more
Top plan
$888/yrBilled annually≈ $74/mo“Professional”monthly billing option usd: 89 · api requests: Unlimited · +5 more
—
Custom / enterprise
Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more
Contact sales“Pro”daily credits: 400 · concurrent tasks: 10 · +1 more

Questions we keep getting

What's the difference between Roic AI and Winus?

Roic AI leans toward financials, transcripts, and calendar, while Winus puts more weight on AI research, AI chat, and education. They overlap in 2 categories, so for most people it comes down to workflow preference and price.

How much do Roic AI and Winus cost?

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

Does Roic AI or Winus have an API?

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

Should I choose Roic AI or Winus?

It depends on what you're after. Pick Roic AI if transcripts and calendar matter to you; go with Winus if you'd rather have AI chat and education. And if you only need the basics both share, let price decide.

What asset classes do Roic AI and Winus cover?

Both cover stocks, ETFs, and currencies. Roic AI also handles closed-end funds. Winus adds bonds, mutual funds, and options on top.

Can I export data from Roic AI and Winus?

Roic AI exports to CSV. Winus is stingier about getting data out.

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

Roic AI has a stock screener for surfacing ideas; Winus doesn't, and focuses its energy elsewhere.

Feedback

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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.