Roic AI vs YCharts comparison

Both platforms cover Financials, News, Screeners, 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.

Roic AI offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

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

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 YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..