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
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 26, 2025
Head-to-head
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, Correlation, Monte Carlo, Portfolio, Alerts, Scores, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Education, and Videos categories that Monexa omits.
Monexa 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)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
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 Monexa skips.
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.
Community votes (overall)
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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.
Categories
ScreenersETF ScreenersStock ComparisonETF ComparisonData VisualizationsCorrelationMonte CarloPortfolioWatchlistNewsAlertsCalendarDividendsFinancialsScoresValuation ModelsTranscriptsETF OverviewETF HoldingsFund OverviewFund PerformanceFund HoldingsFund RatingAnalyst RecommendationsAnalyst Price TargetsEducationVideos
Platforms
WebMobile
Pricing
FreeSubscription
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.
Community votes (overall)
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Overlap
Shared focus areas
9 overlapsMutual strengths include News, Calendar, and Financials plus 6 more areas.
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:
- 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 | 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, Correlation, Monte Carlo, Portfolio, Alerts, Scores, 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 |
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 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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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.