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index / ROIC AI vs Wisesheets

>_ ROIC AI vs Wisesheets

ROIC AI and Wisesheets, side-by-side. Compare the facts below, then pick the one that fits your workflow.

ROIC AI
Wisesheets
one-liner
Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumps
best for
investors who want comprehensive historical financials and ROIC-focused fundamental analysis in one place, and developers building applications with a financial data API.
investors building custom screening models or dumping years of financials and key metrics without manual copy-paste
key feature
30-yr financials + ROIC-focused metrics with API & Sheets add-in
30 years of historical financials plus live data via spreadsheet add-on
who uses it
Retail
Retail, Hedge Fund, Family Office
asset class
Multi-asset
Multi-asset
function
Research
Data & APIs, Research
strategies
Value Investing, Fundamental Analysis, Long-Term Investing, Quant / Systematic
Fundamental Analysis, Value Investing, Quant / Systematic, Dividend Investing, Options Trading
workflow
Research
Screening, Research, Monitoring
instruments
Stocks
Stocks, ETFs, Mutual Funds, Options
regions
Global
Global
pricing
FREE-$
$-$$$
plans
Free $0/mo · Individual $21/mo billed annually · Professional $74/mo billed annually · Professional (monthly) $89/mo · Enterprise custom pricing
Pro Plan $60 USD per year · Elite Plan $120 USD per year · Enterprise $900 USD per year
free tier
yes
no
model
freemium
subscription
via
web, api
extension, web
audience
—
retail
upvotes
0
0

ROIC AI vs Wisesheets: key differences

  • ROIC AI has a free tier; Wisesheets is $-$$$ (from Pro Plan $60 USD per year).
  • Only ROIC AI is available via api.
  • Wisesheets also covers screening, monitoring in the workflow.
  • Wisesheets lists Hedge Fund, Family Office users; ROIC AI does not.
  • ROIC AI is tagged for long-term investing.
  • Wisesheets is tagged for dividend investing, options trading.

about ROIC AI

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.

about Wisesheets

spreadsheet add-on for excel and google sheets delivering 30 years of historical financial statements, live price data, options greeks, etf holdings, dividend info, and analyst estimates via custom functions. connects to 30+ brokerages (robinhood, fidelity, schwab, td ameritrade, etrade, interactive brokers, vanguard, coinbase) to pull portfolio positions and performance into sheets. uses the same ticker system as yahoo finance.

ROIC AI
Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
[↗] visit roic.ai
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 dumps
[↗] visit wisesheets.io

See full data, pricing and alternatives on the ROIC AI profile page, or the Wisesheets profile page.

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