Roic.ai

Research & Analysis — Freemium

Fundamentals site and API with up to 40 years of financial statements, ratios and earnings transcripts.

Decades of company fundamentals on a single page

Overview

Roic.ai is a fundamentals website and data API for investors who read financial statements. It puts decades of income statements, balance sheets, cash flows and ratios on one page per company. It is known in value investing circles as a fast way to see a long financial history at a glance. Reddit threads mention it as far back as 2021.

The data spans more than 68,000 symbols on 70 plus exchanges, with up to 40 years of statements, earnings call transcripts, estimates, daily prices and forex rates. The web app adds a stock screener, charts and a Sheets add-on. The AI angle is the MCP server, included on every plan, Free too. It lets Claude or another AI agent pull the same fundamentals directly, so the agent works from filed numbers and not from memory.

The catch: Roic.ai supplies data. It does not hand you ratings, signals or opinions. The analysis is your job, or your agent's. The Free plan is capped at 2 years of history and 5 requests a minute. Individual is $29 a month for 5 years. The full 40 years needs Professional at $89. Prices are daily, so intraday traders get little here. Skip it if you want someone to tell you what to buy.

Pros

Cons

Is Roic.ai Legit? FAQ

Is Roic.ai legit?

Roic.ai is a working product, but it has fewer than 10 public reviews on Trustpilot, G2, the App Store and Product Hunt. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: Full history needs the $89 plan.

How much does Roic.ai cost?

Roic.ai is listed at Free / $29/mo. There is a free tier, with paid plans above it. Prices change, so confirm on the official site before you pay.

Does Roic.ai have a free trial?

There is no time-limited trial listed, but the free plan lets you test Roic.ai before paying.

Does Roic.ai have an API or MCP server?

Yes. Roic.ai offers an API and an MCP server, so you can connect it to your own code, a trading bot, or an AI assistant like Claude or ChatGPT.

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