VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Stock Rover Review, Pricing, and Features
Fundamental research and portfolio management platform focused on US and Canadian stocks, ETFs and mutual funds. Premium tiers expand metrics, history and portfolio analytics; Premium Plus adds custom & equation screening, fair value / margin of safety, Stock Rover Ratings and other advanced analytics. Research Reports are sold as a separate PDF add‑on that can be bundled with yearly or two‑year plans.
Community votes (overall)
Key features
- Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
- Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
- Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
- Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
- Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring.
- Metric library offers 700+ GAAP‑compliant financial, technical and derived metrics, including advanced ratios, analyst estimates, returns vs. benchmarks and many chartable series.
- Fair value and margin‑of‑safety models plus proprietary Stock Rover Scores and Ratings rank stocks on dimensions like value, growth, quality, financial strength, dividends and momentum, with historical score history.
- Investor Warnings facility surfaces dozens of potential red flags (fundamental, technical and estimate‑based) with color‑coded severity so riskier stocks are easy to spot.
- Research Reports add‑on generates detailed eight‑page PDF reports for 7,000+ North American stocks, covering fair value, margin of safety, scores, warnings and peer comparisons.
- Coverage spans 40,000+ tickers with in‑depth financials for all equities on major US and Canadian exchanges and OTC boards, using Morningstar as primary data source plus Zacks, Intrinio, Quandl, Yodlee and IEX.
- Security model uses HTTPS for all traffic, US data centers with encrypted offsite backups, and Yodlee‑based brokerage aggregation overseen by banking regulators and GLBA privacy rules.
Data partners
Primary provider of fundamentals and many ETF/fund datasets under a licensing agreement.
Provides selected additional data such as analyst information.
Supplemental market and fundamental data.
Supplemental data (e.g., macro/alternative series).
Handles brokerage aggregation and account connections under banking‑grade security and GLBA compliance.
Supplies real‑time pricing data used where licensing permits.
FAQ
Is Stock Rover free?
Not entirely. Stock Rover includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Stock Rover best for?
Stock Rover is built for Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Quality Investors + 5 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Stock Rover support?
You can use Stock Rover on Web and Mobile. Integrations include Yodlee and Interactive Brokers.
Which markets does Stock Rover cover?
Stock Rover covers North America. Examples include US and CA. It tracks Stocks, ETFs, Mutual Funds, and Funds. Identifiers include Ticker.
Suggest an edit
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.