VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Stock Rover Review, Pricing, and Features
Web-based stock, ETF, fund, and portfolio research platform for individual investors and financial professionals. Core strengths are fundamental screening, ETF screening, side-by-side comparison, research reports, valuation/fair-value tools, stock ratings/scores, charts, watchlists, broker-linked portfolios, risk analytics, Monte Carlo simulations, correlation, and rebalancing/trade-planning workflows. Coverage is North America-focused, with U.S. and Canadian exchange support plus OTC boards. Stock Rover is not a brokerage/trading platform, does not currently support options, and its quote data is generally delayed rather than exchange-direct real time. Full historical backtesting is not a formal product feature; Premium Plus users can build backtesting-like historical equation screeners, but Stock Rover states these do not consider survivorship bias.
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Pricing
Free • From $49.99/yr · 14-day trial · 5 plans
Free
Free browser-based Stock Rover account with basic stock/fund research, portfolio dashboard, brokerage integration, charting, market/news pages, analyst ratings, earnings calendar, and investment ideas.
Essentials
Entry-level paid plan for customizable comparison tables, stock screening, charting, portfolio/watchlist tracking, broker sync, alerts, and ad-free use.
Premium
Mid-tier plan for deeper data, ranked stock/ETF screening, data export, advanced alerting, notes, detailed portfolio analytics, Monte Carlo simulations, correlation, and rebalancing tools.
Premium Plus
Highest self-serve tier for custom metrics, equation screening, historical-data screening, ETF-specific metrics, stock ratings, fair value, margin of safety, stock scores, investor warnings, valuation charts, and larger limits.
Research Reports Add-On
Optional Research Reports subscription for unlimited interactive and PDF reports on 7,000+ tracked North American stocks.
Key features
- Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration.
- North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK.
- Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics.
- Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
- Insight Panel combines financial statements, sales/earnings/cash-flow/dividend analysis, analyst ratings, company news, earnings transcripts, intrinsic-value/fair-value formulas, value/growth/quality/sentiment scores, and investor warnings.
- Research Reports subscription provides browser and PDF reports for 7,000+ tracked stocks, including valuation, growth, peers, profitability, returns, dividends, debt, analysts, earnings surprises, risk analysis, seasonality, relative performance, peer ratings, financial-statement summaries, valuation/profitability history, and warnings.
- Premium Plus adds 700+ metrics, custom metrics, equation screening, historical-data screening, 180+ ETF-specific screening metrics, stock ratings, fair value, margin of safety, current/historical stock scores, investor warnings, valuation charts, ratio charts, multiple-metric charting, and tiled comparative views.
- Charting supports portfolios vs. benchmarks, dividend-adjusted total return, 100+ chartable financial metrics, valuation charts, ratio charts, technical indicators, candlesticks/OHLC, and event overlays for EPS, splits, dividends, max drawdown, portfolio activity, and alerts.
- Portfolio tools include optional brokerage integration, manual/spreadsheet import, performance vs. benchmarks, emailed portfolio/watchlist reports, analytics for risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, component performance, position contribution, future dividend income, trade evaluation, Monte Carlo future simulations, correlation analysis, rebalancing, trade planning, and text/email alerts.
- Brokerage connectivity is available to free and paid members through Stock Rover’s Brokerage Integration facility; Stock Rover says it uses Yodlee for brokerage credential handling and also documents Interactive Brokers as a special connection path.
- Multi-currency portfolio support is focused on USD/CAD equities, with selected USD conversion metrics, mixed-currency portfolio analysis, Future Income currency settings, Future Simulations workflows, and multi-currency cash balances.
- Data partners/sources disclosed by Stock Rover include Morningstar for financial statements plus Zacks, Intrinio, Quandl, Yodlee, and IEX; the FAQ says financial data is GAAP-compliant and uses restated values when available.
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.
Additional data provider disclosed by Stock Rover on its financial information support page.
Brokerage aggregation and brokerage credential-handling partner disclosed by Stock Rover.
Real-time pricing data provider disclosed by Stock Rover 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 + 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, Funds, and Other. Identifiers include Ticker.
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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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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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.