Stock Rover is a browser-based investment research platform for stocks, ETFs, and funds across major North American exchanges. It offers screening with hundreds of financial metrics, ranking, and custom formulas, alongside research reports and decades of financial statements and market data. Its ratings cover Growth, Value, Profitability, and Sentiment, while Investor Warnings flag potential red flags. Portfolio analytics address performance, sector exposure, diversification, and risk; the service also supports tax-lot tracking and up to 15 portfolios. Paid plans add brokerage integration for portfolio management, but Stock Rover is for research rather than trade execution. A free plan provides basic individual-stock research and market monitoring. The 14-day trial requires no card and returns to the Free plan when it ends, though trial users cannot export tables to CSV and have limited report access. Stock Rover runs in a browser without installation and says Yodlee handles brokerage credentials. Paid options are listed from 24.00 USD per year with Premium 2-Year billing.
Who it is for
It suits individual investors who want screening, research, and portfolio analysis, as well as financial professionals seeking investment research tools. It is not for users looking to execute trades through the platform.
What is good
- Screens with over 650 metrics and custom equations.
- Reports cover stocks, 7,400 ETFs, and 20,000 mutual funds.
- Portfolio analytics include performance, exposure, diversification, and risk.
- No installation is required; it runs in a browser.
- Trial requires no card and reverts to Free.
What to know first
- Trading cannot be executed through Stock Rover.
- Trial users cannot export tables to CSV.
- Trial reports and ratings access is limited.
Verdict
Stock Rover combines screening, research reports, historical data, and portfolio analysis in a browser-based service. Consider the trial's export and report limits, and note that brokerage integration is on paid plans while trading is not supported.
Stock Rover plans and pricing
All plansCompared on portfolio management software
- Free plan
- Yes
- Paid from
- $24/user/mo
- Asset class coverage
- multi_asset
- Performance reporting
- Yes
- Allocation analysis
- Yes
- Risk analysis
- Yes
- Tax-lot tracking
- Yes
- Maximum portfolios
- 15 portfolios
