VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Insider View Stock Rover Back to Home

Head-to-head

ETF Insider vs Stock Rover comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Insider adds ETF Performance, ETF Factors, ETF Overlap, APIs & SDKs, and Blogs coverage that Stock Rover skips.

Stock Rover includes Screeners, Stock Comparison, ETF Comparison, Monte Carlo, Watchlist, News, Alerts, Calendar, Dividends, Financials, Scores, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos categories that ETF Insider omits.

ETF Insider highlights: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..

Stock Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

Stock Rover offers mobile access, which ETF Insider skips.

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).

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Stock Rover

stockrover.com

Editor’s pick Hands-on review

A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
Flexible screening: ranked screening, historical screening, and custom equation builders.
Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include ETF Overview, ETF Holdings, and ETF Screeners plus 3 more areas.

Where they differ

ETF Insider

Distinct strengths include:

Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.

Stock Rover

Distinct strengths include:

Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
Flexible screening: ranked screening, historical screening, and custom equation builders.
Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.

Feature-by-feature breakdown

Attribute	ETF Insider	Stock Rover
Categories Which research workflows each platform targets	Shared: ETF Overview, ETF Holdings, ETF Screeners, Data Visualizations, Portfolio, Correlation Unique: ETF Performance, ETF Factors, ETF Overlap, APIs & SDKs, Blogs	Shared: ETF Overview, ETF Holdings, ETF Screeners, Data Visualizations, Portfolio, Correlation Unique: Screeners, Stock Comparison, ETF Comparison, Monte Carlo, Watchlist, News, Alerts, Calendar, Dividends, Financials, Scores, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	Stocks, ETFs, Mutual Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication. Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context. Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations. ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels. Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity). Exports (Pro): Export to Excel; save charts as PDF or image; shareable portfolio links.	Unique Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier). Flexible screening: ranked screening, historical screening, and custom equation builders. Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support. Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view. Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more. Research Reports add-on covers 7,000+ US and Canadian stocks, available interactively or as downloadable PDFs.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do ETF Insider and Stock Rover both support?

Both platforms cover ETF Overview, ETF Holdings, ETF Screeners, Data Visualizations, Portfolio, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and Stock Rover require subscriptions?

Both ETF Insider and Stock Rover keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Stock Rover ships a dedicated mobile experience, while ETF Insider focuses on web or desktop access.

What unique strengths set the two platforms apart?

ETF Insider differentiates itself with Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., whereas Stock Rover stands out for Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

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