★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Stock Rover
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $34/mo
- You care about institutional ownership and improved filings, things Stock Rover doesn't offer
Start here
Stock Rover
Free • From $34/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about stock ideas, screeners, and ETF screeners, things AUM 13F 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
AUM 13F and Stock Rover cover a lot of the same ground (4 shared categories, including insider data, watchlist, and alerts), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to AUM 13F's 6, including stock ideas, screeners, and ETF screeners, plus a mobile app. AUM 13F counters by starting cheaper at $29/mo.
What readers say
AUM 13F
Vote once to reveal the community verdict.
Stock Rover
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- AUM 13F$29/mo vs $34/mo
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 6 categories
- Mobile app
- Stock Rover
- Real-time data
- Stock Rover
- Beginner friendly
- Stock Rover
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 | Free • From $29/mo | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Free: daily views: Limited (not disclosed) | 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 | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +7 more |
Categories covered | 6 | 32 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | — | 6 partners: Morningstar, Zacks +4 more |
Capabilities | — | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Data residency: US and Encryption in transit |
| Try it | Visit AUM 13F | Visit Stock Rover |
Where each one shines
What AUM 13F and Stock Rover each do best.ShowHide
Where each one shines
What AUM 13F and Stock Rover each do best.What AUM 13F does best
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use the latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What Stock Rover does best
- Screen 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.
- Track 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.
- Compare 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.
- Use 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.
- Use 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 AUM 13F and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | Not specified | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: USEncryption in transit |
Capability signals | Not specified | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Chen Software LLCSupport: Email | 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 | Freedaily views: Limited (not disclosed) | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | $29/mo“Subscription” | $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 |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between AUM 13F and Stock Rover?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Stock Rover cost?
Good news: both AUM 13F and Stock Rover have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F 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.
Can I use AUM 13F or Stock Rover on my phone?
Stock Rover lists a dedicated mobile app, so it travels better. AUM 13F doesn't list a dedicated mobile app; its documented access is web.
Should I choose AUM 13F or Stock Rover?
It depends on what you're after. Pick AUM 13F if institutional ownership and improved filings 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 AUM 13F and Stock Rover cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. Stock Rover adds mutual funds, closed-end funds, and options on top.
Does AUM 13F or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. AUM 13F 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.
Can I export data from AUM 13F and Stock Rover?
Stock Rover exports to CSV. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Can I track my portfolio with AUM 13F or Stock Rover?
Stock Rover handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
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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.