Monexa adds News Sentiment, Analyst Forecasts, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades, and AI Chat coverage that Stock Rover skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
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Friday, December 12, 2025
Tool Comparison
Monexa vs Stock Rover comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stock Rover includes ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Correlation, Monte Carlo, Alerts, Scores, Flags, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Education, and Videos categories that Monexa omits.
Stock Rover offers mobile access, which Monexa skips.
In depth comparison
Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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Stock Rover
stockrover.com
Editor’s pick Hands-on review
Fundamental research and portfolio management platform focused on US and Canadian stocks, ETFs and mutual funds. Premium tiers expand metrics, history and portfolio analytics; Premium Plus adds custom & equation screening, fair value / margin of safety, Stock Rover Ratings and other advanced analytics. Research Reports are sold as a separate PDF add‑on that can be bundled with yearly or two‑year plans.
Categories
ScreenersETF ScreenersStock ComparisonETF ComparisonData VisualizationsPortfolioWatchlistCorrelationMonte CarloNewsAlertsCalendarDividendsFinancialsScoresFlagsValuation ModelsTranscriptsETF OverviewETF HoldingsFund OverviewFund PerformanceFund HoldingsFund RatingAnalyst RecommendationsAnalyst Price TargetsEducationVideos
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
- Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
- Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
- Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
- Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring.
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Where they differ
Monexa
Distinct strengths include:
News SentimentAnalyst ForecastsInsider DataInstitutional Data13F13D/13GInvestor HoldingsUS Government Trades
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
Stock Rover
Distinct strengths include:
- Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
- Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
- Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
- Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Feature-by-feature breakdown
| Attribute | Monexa | Stock Rover |
|---|---|---|
Categories Which research workflows each platform targets | Shared: News, Calendar, Financials, Transcripts, Valuation Models, Analyst Price Targets, Dividends, Screeners, Watchlist Unique: News Sentiment, Analyst Forecasts, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades, AI Chat | Shared: News, Calendar, Financials, Transcripts, Valuation Models, Analyst Price Targets, Dividends, Screeners, Watchlist Unique: ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Correlation, Monte Carlo, Alerts, Scores, Flags, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Education, Videos |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Mutual Funds, Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Monexa and Stock Rover both support?
Both platforms cover News, Calendar, Financials, Transcripts, Valuation Models, Analyst Price Targets, Dividends, Screeners, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and Stock Rover require subscriptions?
Both Monexa 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 Monexa focuses on web or desktop access.
What unique strengths set the two platforms apart?
Monexa differentiates itself with Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., whereas Stock Rover stands out for Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
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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.