Investingly vs ROIC.AI
ROIC.AI is a financial data site and API with worldwide statements, a screener, an AI chat and an MCP server. Here's how the two compare, including where ROIC.AI is the better pick.
Prices and features checked October 9, 2026The short answer
ROIC.AI covers more markets, goes back 40+ years on its Professional plan and sells API access. Investingly costs about the same as its Individual plan and adds valuation models, superinvestor 13F moves, a daily insider-buying feed and alerts.
Side by side
Prices in US dollars, per month unless shown otherwise.
| Investingly | ROIC.AI | |
|---|---|---|
| Monthly price | $30 | Free; Individual $29; Professional $89; Enterprise custom |
| Yearly price | $240 ($20/mo), or $299 once for life | Individual $24/mo; Professional $74/mo (billed yearly) |
| Free plan | Yes: 1 watchlist, 5 screener filters, 5 AI questions, DCF and modeling | Yes: 2 years of history |
| Free trial | 7 days of Pro, no card | Not listed* |
| Coverage | US-listed companies (SEC filers), incl. foreign companies listed in the US | Worldwide |
| Financial statements | From SEC filings, 15+ years; revenue by segment, product and region | 5 years on Individual, 40+ years on Professional |
| Valuation models | Reverse DCF, DCF, IRR and comparables | Valuation metrics and multiples |
| Superinvestor 13F portfolios | 80 investors, quarter-by-quarter buys and sells | Not listed* |
| Insider buying | Daily feed of open-market purchases (Form 4) | Not listed* |
| Alerts | Buy/sell targets by email; new filings, insider buys and 13F moves | Not listed* |
| AI research | Bring your own Claude or ChatGPT key | AI Chat; MCP server access |
| Mobile | Works in the phone browser (no app) | Not listed* |
* Not listed: we didn't find it on ROIC.AI's pricing or feature pages when we checked. It may exist; check their site.
Where each one is stronger
No tool is best at everything.
ROIC.AI is stronger at
- Worldwide coverage.
- 40+ years of annual statements and 160+ quarters on Professional.
- An API, a Sheets add-on and an MCP server for your own tools.
Investingly is stronger at
- 15+ years of statements and segments for $30, against 5 years on the $29 Individual plan.
- Reverse DCF, DCF and IRR models.
- 13F portfolios of 80 superinvestors and a daily insider-buying feed.
- Email alerts on targets, filings, insider buys and 13F moves.
Which one should you pick?
Pick ROIC.AI if
You need global data, very long history or API access.
Pick Investingly if
You research US companies and want valuation, insider and 13F tracking in one plan.
Questions
Is Investingly a good ROIC.AI alternative?
Investingly is the better fit if you research US companies and want valuation, insider and 13F tracking in one plan. ROIC.AI is the better fit if you need global data, very long history or API access.
How much does ROIC.AI cost compared with Investingly?
ROIC.AI's pricing page shows: Free; Individual $29; Professional $89; Enterprise custom; yearly: Individual $24/mo; Professional $74/mo (billed yearly). Investingly is $30 a month or $240 a year, with every tool included. Prices checked October 9, 2026.
Can I try Investingly for free?
Yes. Every new account gets 7 days of Pro with no card, then stays on the Free plan unless you upgrade.
Sources
Read on October 9, 2026. Prices change; the links show the current ones.