>_ alternatives to ROIC AI
14 research tools that do a similar job to ROIC AI, with the facts side-by-side.
See full data, pricing and features on the ROIC AI profile page.
the tool you're replacing
ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
financial data platform and API serving 30+ years of statements, pre-calculated fundamental ratios (ROIC, ROE, debt-to-EBITDA), earnings call transcripts, and stock prices for 60,000+ public companies across 70+ global exchanges. delivers data as JSON or TSV for spreadsheets; includes web interface for quick company lookup and AI assistant for queries.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| ROIC AI (this tool) | investors who want comprehensive historical financials and ROIC-focused fundamental analysis in one place, and developers building applications with a financial data API. | FREE-$ free tier | Free $0/mo · Individual $21/mo billed annually · Professional $74/mo billed annually · Professional (monthly) $89/mo · Enterprise custom pricing | Retail |
| Stock Analysis | individual investors seeking accurate, fast, ad-light fundamental data and screening tools | FREE-$ free tier | — | Retail |
| Koyfin | financial advisors, investment research teams and CIOs, and individual investors seeking institutional-grade data and portfolio management tools. | FREE-$$ free tier | — | Retail, RIA |
| Daloopa | public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models. | FREE-CALL free tier | — | Hedge Fund, Mutual Fund, Investment Bank |
| TIKR Terminal | individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. | FREE-$ free tier | Free $0/month · Plus $24.95/month · Pro $54.95/month | Retail, RIA, Family Office, Mutual Fund, Hedge Fund |
| StockInsights AI | value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. | FREE-$ free tier | Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
| StockAInsights | investors and developers needing accurate, ai-extracted financial data from SEC filings with API access and historical time series | FREE-$$ free tier | Free Account $0/forever · Pro Plan $14.99/month · Premium Elite Plan $34.99/month · Business Plan $79.99/month | Retail |
| Fiscal AI | users seeking natural-language access to s&p-grade company financials and segment metrics | FREE-$$ free tier | — | — |
| AlphaWatch AI | investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data | CALL | — | Hedge Fund, Private Equity, Venture Capital |
| Finpilot | investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring | CALL | — | RIA, Family Office |
| Grufity | retail investors performing due diligence on us stocks and tracking institutional fund activity | $-$$ | Premium $25.00/mo ($300 billed yearly) · Enterprise contact for customizable data and API solutions | Retail |
| Stocknear | individual investors and traders seeking institutional-level data (options flow, dark pool, insider trades) at low cost | FREE-$ free tier | Basic $0/month · Plus $10/month billed annually · Pro $20/month billed annually · Lifetime $599 | Retail |
| QntAify | quant research and trading on indian and us equities with ai-agent workflows | $? | — | Retail |
| Wisesheets | investors building custom screening models or dumping years of financials and key metrics without manual copy-paste | $-$$$ | Pro Plan $60 USD per year · Elite Plan $120 USD per year · Enterprise $900 USD per year | Retail, Hedge Fund, Family Office |
| Finsheet | investors and traders who work in Excel or Google Sheets and need institutional-grade historical/live market data without coding | FREE-$$$ free tier | Free $0/mo · Basic $20/mo · Plus $45/mo · Pro $90/mo | Retail, RIA, Hedge Fund |
free alternatives to ROIC AI
- Stock Analysis — individual investors seeking accurate, fast, ad-light fundamental data and screening tools
- Koyfin — financial advisors, investment research teams and CIOs, and individual investors seeking institutional-grade data and portfolio management tools.
- Daloopa — public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models.
- TIKR Terminal — individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. · Free $0/month · Plus $24.95/month · Pro $54.95/month
- StockInsights AI — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- StockAInsights — investors and developers needing accurate, ai-extracted financial data from SEC filings with API access and historical time series · Free Account $0/forever · Pro Plan $14.99/month · Premium Elite Plan $34.99/month · Business Plan $79.99/month
- Fiscal AI — users seeking natural-language access to s&p-grade company financials and segment metrics
- Stocknear — individual investors and traders seeking institutional-level data (options flow, dark pool, insider trades) at low cost · Basic $0/month · Plus $10/month billed annually · Pro $20/month billed annually · Lifetime $599
- Finsheet — investors and traders who work in Excel or Google Sheets and need institutional-grade historical/live market data without coding · Free $0/mo · Basic $20/mo · Plus $45/mo · Pro $90/mo
ROIC AI alternatives for other asset classes
- TIKR Terminal (Equities) — individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. · Free $0/month · Plus $24.95/month · Pro $54.95/month
- StockInsights AI (Equities) — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- StockAInsights (Equities) — investors and developers needing accurate, ai-extracted financial data from SEC filings with API access and historical time series · Free Account $0/forever · Pro Plan $14.99/month · Premium Elite Plan $34.99/month · Business Plan $79.99/month
- AlphaWatch AI (Equities) — investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data
- Finpilot (Equities) — investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring
- Grufity (Equities) — retail investors performing due diligence on us stocks and tracking institutional fund activity · Premium $25.00/mo ($300 billed yearly) · Enterprise contact for customizable data and API solutions
- Stocknear (Equities) — individual investors and traders seeking institutional-level data (options flow, dark pool, insider trades) at low cost · Basic $0/month · Plus $10/month billed annually · Pro $20/month billed annually · Lifetime $599
- QntAify (Equities) — quant research and trading on indian and us equities with ai-agent workflows
- Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
- Koyfin— Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
- Daloopa— AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
- TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- StockAInsights— Extracts financial metrics and company intelligence from SEC filings using AI and provides structured APIs for income statements, balance sheets, cash flows, ratios, and 8-K events across all U.S. public companiesEquitiesData & APIsFREE-$$· industry-aware financial data extraction treating banks, REITs, utilities differently
- Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- AlphaWatch AI— Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
- Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- QntAify— Provides financial data, charts, and analysis on over 5,000 companies for investment decision making.
- Wisesheets— Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumpsMulti-assetData & APIs$-$$$· 30 years of historical financials plus live data via spreadsheet add-on
- Finsheet— Provides 30+ years of market data, stock fundamentals, and ETF holdings via Excel and Google Sheets add-ons with real-time streaming capability.