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Roic.ai

Roic.ai
Roic.ai Homepage
Categories ProductivityResearch
An AI financial data platform offering company summaries, financial statements, and earnings calls

Roic.ai

Roic.ai is a financial data platform offering comprehensive company summaries, over 30 years of financial statements, and earnings call transcripts — all in one place. In that sense, it is designed to be your go-to destination for the financial data you need to succeed in the market.

Roic.ai provides an easy-to-grasp UI for accessing detailed financial data — including income statements, balance sheets, and cash flow statements — for thousands of companies. This then allows you to explore key data, stock performance, and market trends to make more informed investment decisions. In a way, it’s like having a financial analyst at your fingertips.

One of Roic.ai’s standout features is its stock screener, which is designed for value investors. It allows you to find undervalued stocks, track their financials, and ultimately – make better investment decisions. So, whether you’re looking for companies with the highest cash on hand or dividend champions, the screener helps you quickly and efficiently identify potential investment opportunities.

Then again, we should add that Roic.ai might not be the best fit for everyone. If you’re looking for highly advanced AI features or need a platform that offers more customization, you might want to explore other options. Platforms like Finviz or Fidelity offer more advanced capabilities but may require more technical knowledge. Still, for those who want a simple, user-friendly solution – Roic.ai is worth checking out.

In summary, Roic.ai is a user-friendly platform that provides essential financial data to help you make informed investment decisions. It offers comprehensive company summaries, extensive financial statements, and powerful stock screener — making it a valuable tool for investors of all levels. Still, it may not have all the advanced features, but it gets you a solid foundation for analyzing companies and identifying investment opportunities.

Roic.ai Homepage
Categories ProductivityResearch

Video Overview ▶️

What are the key features? ⭐

  • Comprehensive financial data: Access over 30 years of financial statements, including income statements, balance sheets, and cash flow statements, for thousands of companies.
  • Earnings call transcripts: Read transcripts of earnings calls to gain insights into company strategies, performance, and future outlooks.
  • User-friendly interface: Navigate the platform easily with a clean and intuitive design, which makes it simple to find the information you need.
  • Stock screener for value investors: Utilize the powerful stock screener to find undervalued stocks based on various criteria, such as cash on hand or dividend history.
  • API access: You can integrate Roic.ai's data into your own applications or tools using their API.

Who is it for? 🤔

Roic.ai is designed for investors, financial analysts, and anyone else interested in conducting thorough company research. Whether you're a beginner looking to learn more about financial statements or an experienced investor seeking detailed data, Roic.ai provides the tools you need. Its user-friendly interface and comprehensive data make it accessible to a broad range of users.

Examples of what you can use it for 💭

  • Use Roic.ai to conduct in-depth research on companies before making investment decisions
  • Analyze a company's financial health over time by reviewing historical financial statements
  • Monitor the financial performance of companies in your investment portfolio
  • Leverage Roic.ai as a learning tool to understand financial statements and company performance
  • Compare financial data across multiple companies to assess competitive positioning within an industry

Pros & Cons ⚖️

  • Extensive historical financial data available for analysis
  • Stock screener tailored for value investors
  • API access for integration with other tools and apps
  • May lack some advanced features found in other platforms

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Last update: May 26, 2025
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