# Roi: AI Financial Companion — Net worth, copy trade, invest > AI financial companion for net worth tracking, investment management, and trading. (iPhone/iPad app by Vega Corp.) - Source: https://appshunter.io/ios/app/roi-ai-financial-companion/id1606804397 (this page in markdown: same URL + `.md`) - Developer: [Vega Corp](https://appshunter.io/developer/1606804399) - Category: Finance, Utilities - Price: Free with in-app purchases - Rating: 4.64/5 from 2,527 App Store ratings · 185 written reviews indexed - Age rating: 4+ - Requires: iOS 14.0 · 252 MB - Languages: English - Released: 2022-10-27 - Data updated: 2026-06-10 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/roi-ai-financial-companion/id1606804397/reviews.md ## What is Roi? “A must-have app” – Forbes Join 100,000+ investors using Roi to take control of their financial life. Roi is the smartest way to track your net worth, manage all your investments, and get instant answers with your own AI financial assistant. Whether you’re building your first $100K or managing millions, Roi is your command center for modern wealth management. No more juggling multiple apps, spreadsheets, or websites. Roi puts everything in one place, so you can see the big picture and make smarter moves with confidence. ——— MAKE SMARTER INVESTMENTS WITH ROI AI Like ChatGPT but it knows your portfolio and has access to real-time market data. With Roi AI, gain deep insights into your portfolio, research stocks and trends, and get instant answers to any financial question. Roi AI handles the heavy lifting so you can invest smarter and make informed decisions with confidence. Examples: • “How did my portfolio perform last quarter vs the S&P 500?” • “What’s the bull case for Nvidia right now?” • “How do I rebalance for lower risk?” ALL YOUR INVESTMENTS IN ONE PLACE Connect all your accounts and assets for a real-time view of your net worth. Stocks, bonds, crypto, real estate, collectibles – if you own it, Roi can track it with support for over 20,000+ accounts and growing. Watch your portfolio update automatically with real-time pricing, so you always know where you stand (other apps only update once a day) MAKE BETTER DECISIONS WITH POWERFUL INSIGHTS & ANALYTICS Get actionable insights into your portfolio’s performance and health. See your true Roi (return on investment) over time, monitor dividends and income, track your cash yields, and understand your asset allocation at a glance. Roi even benchmarks your portfolio against the market so you know how you’re doing. ALL-IN-ONE TRADING All your trades. Zero extra fees. Trade and manage investments across your existing brokerages and wallets from a single app. No extra fees, no new accounts required – Roi works with what you have, things like Robinhood, Coinbase, Schwab, Webull and more. Buy and sell assets in-app with a unified, seamless experience—it’s like having every brokerage app combined into one. COPY TOP INVESTORS Browse and copy the trades of famous investors and hedge funds like Buffett, Burry, and the Queen of Investing. When you find a strategy you like, Roi lets you copy trade it using your own accounts in just a few taps. Invest like the pros without the guesswork. BUILT FOR MODERN INVESTORS Enjoy a clean, beautiful interface that’s as easy to use as it is powerful. Roi’s design is welcoming and simple, so you can manage millions without lifting a finger. Complex data is presented in clear charts and plain language – no finance degree required. PRIVATE & SECURE: Your security is our priority. Roi uses bank-level encryption to protect your data and never stores your login credentials. We’re non-custodial too – meaning your assets stay safely in your own accounts. Your privacy is 100% respected: we don’t sell or share your personal data, ever. ——— Featured in: Forbes, Fortune, Business Insider, Axios, Yahoo Finance and more Ready to experience the future of personal finance? Roi is your friendly companion on the journey to financial freedom. Download Roi today and see why it’s the best tool for managing your investments and net worth – all with a smile and an ROI you can truly appreciate. ——— Learn more at https://getroi.app/ Support: Email us at support@getroi.app Privacy Policy: https://getroi.app/privacy-policy Terms of Service: https://getroi.app/terms-of-services ## Key features - AI financial assistant for market insights - Consolidated investment tracking - Real-time net worth overview - In-app trading across brokerages - Copy trading from top investors - Portfolio performance analytics ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Monthly | $14.99 | per month | | Quarterly | $29.99 | per 3 months | | Monthly | $14.99 | per month | | Quarterly | $29.99 | per 3 months | | Quarterly | $44.99 | per 3 months | | Monthly | $29.99 | per month | | Quarterly | $59.99 | per 3 months | | Quarterly | $44.99 | per 3 months | | Monthly | $19.99 | per month | | Monthly | $19.99 | per month | | Monthly basic plan | $59.99 | per year | | Monthly basic plan | $7.99 | per month | | Annual | $119.99 | per year | | Monthly | $9.99 | per month | | Monthly | $14.99 | per month | | Annual plan | $119.99 | per year | | Monthly Plan | $19.99 | per month | | Quarterly Plan | $44.99 | per 3 months | | Annual Plan | $59.99 | per year | | Monthly | $29.99 | per month | ## What do users think of Roi? Overall sentiment: positive **Pros** - 🚀 Excellent net worth tracking - 👍 User-friendly interface - 💡 Diverse asset support (stocks, crypto, real estate, etc.) - 🚀 Seamless account integration - 👍 Helpful financial insights - 💡 Copy trading feature - 🚀 Real-time portfolio updates **Cons** - 🔒 Subscription-based model - 🐛 Inaccurate notifications and analysis - 🐛 Incomplete asset integration (e.g., missing accounts, tokens) - 🔒 Paywall for many features **Commonly reported bugs** - Login screen freezes - Incompatibility with older devices - Issues with connecting and syncing accounts **Most requested features** - Canadian currency support - Ability to categorize purchases and create pie charts - Hotline number and live chat for customer support - Option to enter asset values in local currency ## Recent user reviews (10 of 185) All indexed reviews: https://appshunter.io/ios/app/roi-ai-financial-companion/id1606804397/reviews.md ### 5/5 — Fletcher *2025-10-10, version 1.0.194* THE APP CLOSING ALTOGETHER ### 1/5 — Such a cool app! Love the stats and integrations *2025-10-10, version 1.0.194* So far so good, paid the premium plan and the AI insights are so cool ### 2/5 — Not Taking New Signups? *2025-10-08, version 1.0.194* I want to use this app but I can’t sign up? ### 5/5 — Great app!! *2025-10-04, version 1.0.194* Sad to hear they’re leaving, really enjoyed using this app. I hope OpenAI adds to the greatness you all have achieved here ### 5/5 — Amazing *2025-10-04, version 1.0.194* Can track everything ### 1/5 — It doesn’t update webull *2025-09-29, version 1.0.192* I try to sync my webull give the passcode and it just doesn’t work. ### 1/5 — Could be better *2025-09-29, version 1.0.192* Lots of hiccups. The copy trades function only copies trades at first but doesn’t buy/sell your stock based on the updates. disconnects from my webull, when I try to log back in I keep getting an error message, have to contact support. Support takes several days to weeks to respond. There were times my buying power kept showing zero although I had cash. AI function is okay. ### 5/5 — Fletcher *2025-09-25, version 1.0.192* Great app but I can’t upload my Lincoln Financial group and Ascensus ### 5/5 — Very useful *2025-09-18, version 1.0.192* Great app! ### 5/5 — Great app *2025-09-13, version 1.0.191* Great for keeping up with how you’re doing financially! ## Frequently asked questions about Roi ### What does the Roi app do? Roi acts as a comprehensive financial command center. It allows you to track your net worth by connecting all your investment accounts, provides an AI financial assistant for market insights and answering financial questions, and enables in-app trading and copying trades from top investors. ### What are the key features of Roi? Key features include an AI financial assistant that analyzes your portfolio and provides market data, the ability to connect over 20,000+ accounts for a real-time net worth view, powerful insights and analytics on portfolio performance, all-in-one trading across existing brokerages, and the option to copy trades from famous investors. ### How much does Roi cost? The app is free to download and use, with in-app purchases available. Specific features or advanced functionalities may require payment. ### What kind of investments can I track with Roi? Roi supports tracking a wide range of assets including stocks, bonds, cryptocurrency, real estate, and collectibles. It can connect to over 20,000+ accounts and assets, providing a unified view of your wealth. ### Is my financial data secure with Roi? Yes, security is a priority. Roi uses bank-level encryption to protect your data and is non-custodial, meaning your assets remain in your own accounts. The app never stores your login credentials. ## Version history (last 5 releases) ### 1.0.194 — 2025-10-03 Bug fixes and improvements. ### 1.0.192 — 2025-09-15 Bug fixes and improvements. ### 1.0.191 — 2025-09-11 Bug fixes and improvements. ### 1.0.190 — 2025-08-15 Bug fixes and improvements. ### 1.0.189 — 2025-08-04 Bug fixes and improvements. ## Apps similar to Roi | App | Rating | Price | Category | | --- | --- | --- | --- | | [Backflip Real Estate Investing](https://appshunter.io/ios/app/backflip-real-estate-investing/id1617572041) | 4.2 (53) | Free | Finance | | [American Money Management, LLC](https://appshunter.io/ios/app/american-money-management-llc/id1532319197) | — | Free | Finance | | [AleFi](https://appshunter.io/ios/app/alefi/id6443548714) | 5.0 (30) | Free | Finance | | [Share Invest: Personal ETFs](https://appshunter.io/ios/app/share-invest-personal-etfs/id1543643915) | 4.7 (21) | Free | Finance | | [Follow Invest](https://appshunter.io/ios/app/follow-invest/id6444545743) | 4.4 (34) | Free | Finance | | [Ole Platform](https://appshunter.io/ios/app/ole-platform/id1644794028) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*