★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Stock Rover
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and tax lots / lot optimization, things Stock Rover doesn't offer
Pick Stock Rover if
Stock Rover
Free • From $34/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and ETF screeners, things Addepar doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Addepar and Stock Rover cover a lot of the same ground (3 shared categories, portfolio, data visualizations, and broker connectors), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Addepar's 7, including stock ideas, screeners, and ETF screeners. Addepar counters by keeping things simpler.
What readers say
Addepar
Vote once to reveal the community verdict.
Stock Rover
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Stock Rover
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 7 categories
- API access
- Addepar
- Real-time data
- Stock Rover
- Global coverage
- Addepar
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $34/mo |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 54 limits: Free: stock scores: 3/month, Free: research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... +52 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +7 more |
Categories covered | 7 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | 6 partners: Morningstar, Zacks +4 more |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | Role-based access | Data residency: US and Encryption in transit |
| Try it | Visit Addepar | Visit Stock Rover |
Where each one shines
What Addepar and Stock Rover each do best.ShowHide
Where each one shines
What Addepar and Stock Rover each do best.What Addepar does best
- Aggregate complex portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- A single data model for portfolio accounting, analytics, client reporting, dashboards, billing, tax lots, and advisor/client portal experiences.
- Tools for creating branded client-ready reports and dashboards with configurable layouts, templates, visualizations, and stakeholder-specific views.
- Addepar Trading for model-based trading, drift monitoring, rebalancing, block trading, and account or household-level portfolio workflows where licensed.
- Navigator for projection and scenario workflows around cash flows, capital market assumptions, and complex private-market investments where available.
What Stock Rover does best
- 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.
Every detail we compared
Every tracked attribute for Addepar and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Vendor | ExchangeVendorModel |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2Docs | Not specified |
Import methods | CustodianManual | CSVBrokerOAuthManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | JSONPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Role-based access | Data residency: USEncryption in transit |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | — | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more |
| Tier 2 | — | $70/mo“Premium Plus”annual billing: $588/year ($49/month equivalent) · two year billing: $1,008 every 2 years ($42/month equivalent) · +12 more |
| Tier 3 | — | $99/mo“Ultimate”annual billing: $948/year ($79/month equivalent) · two year billing: $1,656 every 2 years ($69/month equivalent) · +10 more |
| Top plan | — | $199/mo“Ultimate Pro”annual billing: $1,788/year ($149/month equivalent) · two year billing: $3,096 every 2 years ($129/month equivalent) · +10 more |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Addepar and Stock Rover?
Addepar leans toward wealth management, portfolio, and advisor operations, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Stock Rover free to use?
Stock Rover has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Stock Rover and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Stock Rover?
Stock Rover is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Addepar or Stock Rover have an API?
Addepar has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose Addepar or Stock Rover?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Stock Rover if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Stock Rover cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Addepar also handles bonds, currencies, and private funds. Stock Rover adds other on top.
Does Addepar or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Addepar runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Addepar or Stock Rover?
Addepar has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Stock Rover is more region-specific, mainly North America.
Can I export data from Addepar and Stock Rover?
Stock Rover exports to CSV. Addepar is stingier about getting data out.
Can Addepar or Stock Rover connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Addepar or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or Stock Rover?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.