VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Office of Financial Research (U.S. Treasury) vs Stock Rover comparison

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

Quick takeaways

Office of Financial Research (U.S. Treasury) adds Data APIs, APIs & SDKs, Interest Rates, Yield Curves, Market Sentiment, and Blogs coverage that Stock Rover skips.

Stock Rover includes Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos categories that Office of Financial Research (U.S. Treasury) omits.

Office of Financial Research (U.S. Treasury) highlights: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..

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 Office of Financial Research (U.S. Treasury) skips.

Office of Financial Research (U.S. Treasury) logo

Office of Financial Research (U.S. Treasury)

financialresearch.gov

U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).

Platforms

Web
API

Pricing

Free

Quick highlights

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
  • Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).

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Stock Rover logo

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

3 overlaps

Mutual strengths include Data Visualizations, Scores, and Fund Holdings.

Where they differ

Office of Financial Research (U.S. Treasury)

Distinct strengths include:

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.

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

AttributeOffice of Financial Research (U.S. Treasury)Stock Rover
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Scores, Fund Holdings

Unique: Data APIs, APIs & SDKs, Interest Rates, Yield Curves, Market Sentiment, Blogs

Shared: Data Visualizations, Scores, Fund Holdings

Unique: Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos

Asset types

Supported asset classes and universes

Bonds, Mutual Funds, Hedge Funds

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

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
  • Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).
  • U.S. Repo Markets Data Release: preliminary series posted most weekdays (~3 p.m. ET) with T+1 (cleared) and T+2 (tri‑party) lags; quarterly validated ‘final’ releases.

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

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Office of Financial Research (U.S. Treasury) and Stock Rover both support?

Both platforms cover Data Visualizations, Scores, and Fund Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Office of Financial Research (U.S. Treasury) and Stock Rover require subscriptions?

Both Office of Financial Research (U.S. Treasury) 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 Office of Financial Research (U.S. Treasury) focuses on web or desktop access.

What unique strengths set the two platforms apart?

Office of Financial Research (U.S. Treasury) differentiates itself with Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics., 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..

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.