The Best ROIC.ai Alternative for Analysts Who Need
As-Filed Data
Both GeminIQ and ROIC.ai pull data from the SEC. The difference is what happens next. ROIC.ai standardizes and reformats that data into its own templates. GeminIQ preserves the raw, as-filed reporting structure with full XBRL traceability — so every number matches the 10-K and 10-Q exactly.
What ROIC.ai Does Well
- →ROIC-focused financial analysis in a clean, single-page layout
- →AI chat and ChatGPT integration for natural-language financial queries
- →30+ years of historical financial statements
- →Worldwide stock coverage (Individual plan and above)
- →Excel export and API access (higher tiers)
Where GeminIQ Wins
- →XBRL tag traceability on every data point — verify any number in the source filing
- →Raw, as-filed line items preserved without reformatting
- →Advanced screener with 100+ metrics and up to 10 stackable filters
- →Proprietary Earnings Market Reaction Heatmap
- →Insider transactions, institutional ownership, and comps — all in one platform at $29/mo
Who Should Switch
- →US-focused analysts who need to trace and audit their numbers
- →Investors who want insider activity, institutional ownership, and comps in one tool
- →Screener power users who need precise, multi-condition filtering
- →Anyone who needs the full analytical toolkit without paying $74/mo
- →Researchers whose calculated metrics don't match what they'd compute from the 10-K or 10-Q
GeminIQ vs ROIC.ai: Full Feature Comparison
A complete side-by-side breakdown of what each platform offers
| Feature | GeminIQ | ROIC.ai |
|---|---|---|
| Primary Data Source | Direct SEC EDGAR | SEC EDGAR (standardized) |
| Raw, As-Filed Line Items Preserved | reformatted into standard templates | |
| XBRL Tag Transparency | every data point traceable to its XBRL tag | |
| Full Auditability to Source Filing | verify any number in under 30 seconds | |
| Data Refresh | Next-day (T+1) | Daily |
| Years of Historical Data | 17+ years (all plans) | 30+ years (annual financials free, full financials on paid plans) |
| Historical Data Paywalled by Tier | all data included | full financials require Individual plan |
| Interactive Multi-Metric Visualizations | line, bar, area charts with log/linear scale, z-score, min-max normalization | limited basic price-to-fundamentals charting |
| Custom Data Tables (saveable templates) | ||
| Calculated Financial Metrics | 50+ KPIs (ROIC, ROE, margins, turnover, growth rates, etc.) | Financial ratios and valuation metrics available |
| Earnings Market Reaction Heatmap | 1–12 month post-filing price drift | |
| Advanced Stock Screener | 100+ metrics, up to 10 stackable filters with less than, greater than, and between logic | value-focused screener with basic filtering |
| SIC-Based Sector Search | ||
| Custom Watchlists with Comps Engine | side-by-side data grids and multi-ticker charts | |
| Comparable Company Analysis (Comps) | ||
| Insider Transaction Tracking | visual sentiment timeline with granular detail | |
| Institutional Ownership Monitoring | aggregate ownership trend tracking | |
| Global Stock Coverage | US-listed SEC filers only | worldwide on Individual plan and above |
| ChatGPT Integration | ||
| Earnings Call Transcripts | Professional plan only, $74/mo | |
| Free Trial | 7-day full-access trial | 3-day trial (Professional plan only) |
| Free Plan Available | US only, annual financials, 5 AI messages | |
| All Features Included at One Price | tiered: Free, Individual, Professional, Enterprise |
| Feature | GeminIQ | ROIC.ai |
|---|---|---|
| Primary Data Source | Direct SEC EDGAR | SEC EDGAR (standardized) |
| Raw, As-Filed Line Items Preserved | ||
| XBRL Tag Transparency | ||
| Full Auditability to Source Filing | ||
| Data Refresh | Next-day (T+1) | Daily |
| Years of Historical Data | 17+ years (all plans) | 30+ years (annual financials free, full financials on paid plans) |
| Historical Data Paywalled by Tier | ||
| Interactive Multi-Metric Visualizations | ||
| Custom Data Tables (saveable templates) | ||
| Calculated Financial Metrics | 50+ KPIs (ROIC, ROE, margins, turnover, growth rates, etc.) | Financial ratios and valuation metrics available |
| Earnings Market Reaction Heatmap | ||
| Advanced Stock Screener | ||
| SIC-Based Sector Search | ||
| Custom Watchlists with Comps Engine | ||
| Comparable Company Analysis (Comps) | ||
| Insider Transaction Tracking | ||
| Institutional Ownership Monitoring | ||
| Global Stock Coverage | ||
| ChatGPT Integration | ||
| Earnings Call Transcripts | ||
| Free Trial | 3-day trial (Professional plan only) | |
| Free Plan Available | ||
| All Features Included at One Price |
Both Platforms Use SEC Data — The Difference Is What Happens After
ROIC.ai is a well-built, focused platform for capital-efficiency analysis. It offers 30+ years of financial statements, a clean single-page company overview, and AI chat capabilities that make it easy to ask quick financial questions in natural language. Its free tier is genuinely useful for casual research on US stocks.
Both GeminIQ and ROIC.ai source their underlying financial data from the SEC. But what each platform does with that data is fundamentally different — and for serious analysts, that difference matters.
ROIC.ai processes SEC filings and reformats them into its own standardized template structure. This makes the data consistent and easy to scan, but it also means the numbers you see may not match the exact line items the company reported. Revenue segments may be consolidated, non-standard metrics may be reclassified, and the original reporting structure is replaced with a uniform layout. This is why ROIC.ai's own FAQ notes that different analytical sites may show different numbers for the same company.
GeminIQ: Same Source, Zero Reformatting
GeminIQ also ingests data from SEC EDGAR — but preserves the raw, as-filed reporting structure exactly as the company submitted it. Every data point carries its specific XBRL tag, the standardized identifier assigned by the SEC, so you can open the original filing and verify any number in under 30 seconds.
This matters most for the metrics that matter most. ROIC, for example, is derived from Invested Capital — a balance sheet figure that is frequently affected by how a platform standardizes the data. If the underlying inputs are reformatted, the resulting ROIC calculation may not reflect what you'd compute manually from the 10-K. On GeminIQ, every metric is calculated from raw, unmodified source data — giving you the same figures you'd get if you did the math yourself from the original filing.
The GeminIQ Screener: Precision Filtering on Auditable Data
ROIC.ai includes a stock screener designed for value investors — useful for finding companies with strong capital efficiency metrics. It's straightforward and accessible, especially when paired with ROIC.ai's AI chat features.
GeminIQ's Advanced Screener is built for analysts who need more precision and control. With 100+ financial metrics derived directly from SEC filings, you can build highly targeted screens using up to 10 stacked filter conditions. Each filter supports precise logic so you can isolate exactly the companies that match your investment thesis.
Screen for companies with ROIC above 15%, operating margins between 20–35%, a current ratio greater than 1.5, and revenue growth above 8% — all in a single screen, all backed by data you can trace to the source filing. No tier restrictions. No paywall on advanced filters. Precise, auditable screening from day one.
GeminIQ vs ROIC.ai: Pricing Comparison
GeminIQ Founders ($29/mo) vs. ROIC.ai Professional ($74/mo) — 61% cheaper for XBRL traceability, insider data, institutional ownership, and the full analytical platform.
- ✓ All features included — no tiers, no upsells
- ✓ XBRL-tagged data, fully auditable to source filing
- ✓ Insider transactions and institutional ownership
- ✓ Advanced screener with 100+ metrics
- ✓ Earnings Market Reaction Heatmap
- ✓ Custom watchlists with comps engine
- ✓ 7-day free trial
- → Full financials (standardized SEC data)
- → Unlimited AI chat messages
- → Worldwide stock coverage
- → Excel export
- → No insider transactions or institutional ownership
- → Earnings calls and API locked to Professional ($74/mo)
The Bottom Line on Price
GeminIQ Founders costs 61% less than ROIC.ai Professional and comes with a significant analytical upgrade. GeminIQ includes XBRL-traceable data, insider transaction tracking, institutional ownership monitoring, a comps engine, the Earnings Market Reaction Heatmap, and an advanced screener with 100+ metrics and 10 stackable filters — all at one price with nothing gated behind a higher tier. To access ROIC.ai's full toolkit (earnings calls, API, unlimited exports), you'd need their Professional plan at $74/month — more than 2.5x the cost of GeminIQ Founders.
Why Analysts Switch from ROIC.ai to GeminIQ
"My calculated metrics didn't match the filing"
Both platforms use SEC data, but ROIC.ai reformats it into standardized templates. This means the underlying inputs to calculated metrics like ROIC can differ from what the company actually reported. GeminIQ preserves raw, XBRL-tagged line items — so every metric is computed from the same unmodified data you'd use if you did the math yourself from the 10-K or 10-Q.
"I needed insider and institutional data in the same platform"
ROIC.ai doesn't track insider transactions or institutional ownership. To get that data, you'd need to add a separate tool. GeminIQ includes both — with a visual insider sentiment timeline and aggregate institutional ownership tracking — alongside the financials, all in one platform at one price.
"I needed all features without a $74/mo upgrade"
ROIC.ai Individual ($21/mo) covers AI chat, worldwide data, and Excel export. But earnings call archives and API access require their Professional plan at $74/month. GeminIQ Founders ($29/mo) includes the complete analytical platform — metrics, visualizations, screener, watchlists, insider tracking, institutional ownership, and the Earnings Heatmap — with nothing gated behind a higher tier.
"I wanted a screener built for precision, not just simplicity"
ROIC.ai's screener is clean and value-focused — solid for quick scans. But GeminIQ's Advanced Screener lets you stack up to 10 conditions across 100+ metrics with precise logic (less than, greater than, between), all running on data traceable to the source filing. When your screener results need to hold up under deeper analysis, the data underneath matters.
Frequently Asked Questions
For US-focused analysts who need XBRL-traceable data, insider and institutional ownership tracking, and a full-featured platform at a single price, yes. ROIC.ai is a clean, focused tool with strong AI chat capabilities and an impressive 30+ years of historical data. But it lacks insider transactions, institutional ownership, a comps engine, the Earnings Market Reaction Heatmap, and advanced screener capabilities that GeminIQ includes at $29/mo.
The difference is in how each platform processes the data after ingestion. ROIC.ai reformats SEC filings into its own standardized template structure, which makes the data uniform but can alter the original reporting layout. GeminIQ preserves the raw, as-filed reporting structure and attaches each data point's XBRL tag — so you can verify any number directly in the source filing in under 30 seconds. This matters most when calculated metrics like ROIC depend on precise balance sheet inputs that can shift during standardization.
Yes. GeminIQ calculates Return on Invested Capital along with over 50 other financial KPIs — ROE, ROA, gross margin, operating margin, free cash flow yield, debt ratios, growth rates, and more. The key difference: GeminIQ computes these from raw, XBRL-tagged source data with zero reformatting. This means the ROIC figure you see on GeminIQ matches what you'd calculate manually from the as-filed 10-K or 10-Q.
ROIC.ai does offer more historical depth — 30+ years of financial statements versus GeminIQ's 17+. For most fundamental analysis and full market cycle evaluation (covering 2008, 2020, 2022, and beyond), 17+ years provides substantial coverage. The tradeoff is data quality and feature set: GeminIQ's 17+ years are fully XBRL-tagged, as-filed, and auditable, and come with insider tracking, institutional ownership, the Earnings Heatmap, and advanced screening — features ROIC.ai doesn't offer at any price.
Currently, no. GeminIQ is focused on quantitative analysis: XBRL-traceable data, interactive visualizations, the Earnings Market Reaction Heatmap, insider transactions, institutional ownership, and an advanced screener with 100+ metrics. If AI-powered natural-language Q&A is your primary use case, ROIC.ai's Individual plan ($21/mo) offers that. But if you need the raw numbers to be verifiable, auditable, and matched to the source filing — with analytical tools ROIC.ai doesn't provide — GeminIQ is the more complete foundation for serious research.
ROIC.ai Individual is $21/month — $8 less than GeminIQ Founders at $29/month. But GeminIQ Founders includes the complete platform: XBRL-tagged data, insider transactions, institutional ownership, the Earnings Heatmap, an advanced screener with 100+ metrics, custom watchlists with a comps engine, and interactive visualizations. To access ROIC.ai's full feature set — earnings call archives and API — you need their Professional plan at $74/month, more than 2.5x the price of GeminIQ Founders.
ROIC.ai offers a value-focused stock screener that's clean and accessible — useful for quick scans based on capital efficiency metrics. GeminIQ's Advanced Screener provides 100+ metrics, supports up to 10 stackable filter conditions with precise logic and has no tier-based restrictions. Most importantly, every screener result on GeminIQ is backed by XBRL-tagged, as-filed data — so when you find a company, you can immediately verify the numbers in the source filing.
See the Difference As-Filed Data Makes
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