★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Stock Rover
Addepar
Best for wealth management and advisor operations
Contact for pricing
Stock Rover
Best for stock ideas and screeners
Free • From $34/mo
Outbound links may include affiliate or sponsor codes.
The verdict
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.
Key differences at a glance
- Real-time data
- Stock Rover
- Free plan
- Stock Rover
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 7 categories
- API access
- Addepar
- Global coverage
- Addepar
Choose
Addepar if…
- 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
Choose
Stock Rover if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about stock ideas, screeners, and ETF screeners, things Addepar doesn't offer
- You're newer to investing and want something approachable
Comparison snapshot
| 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 |
Standout features
What Addepar does best
- Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios.
- Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
- Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]
- Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
- Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
What Stock Rover does best
- Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0.
- North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 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: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan.
- 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, insider activity, company news, earnings transcripts, intrinsic-value/fair-value formulas, value/growth/quality/sentiment scores, investor warnings, and V12 options-chain research on Ultimate tiers.
Data & access details
| 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.
Pricing breakdown
—
Starting price
Plans & pricing
$34/mo
Starting price
Plans & pricing
- stock scores: 3/month
- research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl...
- +1 more
- annual billing: $348/year ($29/month equivalent)
- two year billing: $576 every 2 years ($24/month equivalent)
- +11 more
- annual billing: $588/year ($49/month equivalent)
- two year billing: $1,008 every 2 years ($42/month equivalent)
- +12 more
- annual billing: $948/year ($79/month equivalent)
- two year billing: $1,656 every 2 years ($69/month equivalent)
- +10 more
- annual billing: $1,788/year ($149/month equivalent)
- two year billing: $3,096 every 2 years ($129/month equivalent)
- +10 more
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Addepar strengths
4What you only get with Addepar.
Stock Rover strengths
29What you only get with Stock Rover.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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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.