Roic AI vs Wisesheets comparison

Roic AI focuses on Financials, Transcripts, and News while Wisesheets specializes in Sheets / Excel Add-ins, Screeners, and Portfolio. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Roic AI offers a free tier that lets you get started without paying, while Wisesheets requires a subscription. If budget is a concern, start with Roic AI and upgrade later if you need more advanced features.

Roic AI provides API access for programmatic data retrieval and custom integrations. Wisesheets doesn't currently offer an API, so you'll need to use their web interface.

Choose Roic AI if you need Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., and 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.. Go with Wisesheets if Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets., and Data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and ETF/fund data. better fits how you invest.

Both cover Stocks, and ETFs. Roic AI also includes Closed-End Funds. Wisesheets adds coverage for Mutual Funds, Options, Cryptos, Currencies, Commodities, Futures, and Other.

Roic AI offers real-time data feeds, which is essential for active traders. Wisesheets uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Roic AI supports data exports to CSV, Excel, and JSON. Wisesheets has more limited export options.

Both Roic AI and Wisesheets include stock screeners. Try each to see which filtering options and interface you prefer.

Wisesheets offers portfolio tracking features. Roic AI is more focused on research and analysis.