★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Stock Rover Review, Pricing, and Features
Stock Rover
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Stock Rover is a web-based stock, ETF, fund, and portfolio research platform for investors who want 800+ financial metrics, 20 years of historical fundamentals, deep portfolio analytics, dividend tracking, automated DCF-driven intrinsic value and Margin of Safety tools, printable research reports, stock ratings, broker-linked portfolios, and alerts. It is strongest for North American fundamental research and portfolio management, not for trade execution or full strategy backtesting.
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Pricing
Free • From $34/mo · 14-day trial · 5 plans
Free
Free browser-based Stock Rover account for basic stock/fund research and market monitoring. New signups automatically start with a 14-day Ultimate trial.
Premium
Entry paid V12 plan for serious individual investors who need core screening, comparison tables, portfolio analytics, alerts, and ad-free research.
Premium Plus
Advanced V12 plan for tactical investors who need custom metrics, equation and historical screening, valuation tools, research reports, and larger limits.
Ultimate
Professional-depth V12 plan for investors who want 20-year fundamentals, analyst/insider facilities, percentile screening, options intelligence, real-time quotes where available, and hotline support.
Ultimate Pro
Highest-capacity V12 plan for advisors and wealth professionals who need Ultimate features with far larger collection, export, and table limits.
Key features
- Screening for North American stocks, ETFs, and funds with 800+ financial metrics on Ultimate tiers, custom screens, ranked screening, guru-style metrics, screener snapshots, percentile screening, equation screening, and 20 years of historical fundamentals.
- Tracking portfolios and dividends with broker sync, manual or spreadsheet import, benchmark comparison, emailed reports, dividend-income projections, risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, and position contribution analytics.
- Comparison tools for stocks, ETFs, funds, portfolios, indices, and custom datasets in spreadsheet-like table and tile views across valuation, dividend, analyst, ratings, momentum, performance, and operating metrics.
- Automated DCF-driven Fair Value and intrinsic-value metrics to estimate Margin of Safety, then compare valuation ratios against 20-year relative norms to separate real discounts from superficially cheap stocks.
- The Insight Panel for financial statements, sales, earnings, cash flow, dividends, analyst ratings, insider activity, news, earnings transcripts, fair-value formulas, scores, warnings, and options-chain research on higher tiers.
- Reading access to and print institutional-style Stock Rover Research Reports for 14,000+ stocks, covering valuation, growth, peers, profitability, returns, dividends, debt, analysts, earnings surprises, risk, seasonality, relative performance, financial summaries, and warnings.
- ETF diagnostics for sector weightings, equity size/style, asset allocation, region exposure, holding statistics, and advanced ETF screening so concentrated mega-cap overlap is easier to spot before buying a fund.
- Premium Plus, Ultimate, and Ultimate Pro for deeper metrics, equation screening, historical-data screening, advanced ETF screening, stock ratings, fair value, margin of safety, stock scores, warnings, and richer charting.
- Ultimate tiers for 20 years of fundamentals, analyst and insider research tools, analyst events on charts, chart drawing tools, percentile screening, OTC stock screening, option metrics, and options chains.
- Chart portfolios, benchmarks, total returns, financial metrics, valuation ratios, technical indicators, candlesticks, dividends, splits, EPS, analyst events, drawdowns, activity, and alerts.
- Tools for running portfolio workflows for Monte Carlo simulations, correlation analysis, rebalancing, trade planning, future income, future simulations, and text or email alerts.
- Starting point: the 14-day free trial with no credit card required and no upfront obligation; trial accounts revert to the Free plan unless the user chooses to upgrade.
- Coverage is focused on U.S. and Canadian markets, with OTC support, limited multi-currency workflows, no formal survivorship-bias-free backtesting engine, and no public API.
Data partners
Financial statement data provider disclosed by Stock Rover as its primary financial data source.
Additional data provider disclosed by Stock Rover on its financial information support page.
Additional data provider disclosed by Stock Rover on its financial information support page.
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 + 3 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 brokerage aggregation, Interactive Brokers, and 1000+ supported brokerages.
Which markets does Stock Rover cover?
Stock Rover covers North America. Examples include US and CA. It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Options, Funds + 1 more. Identifiers include Ticker.
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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.
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- Website: Jera Value
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