Tool Comparison
okama vs Stock Rover
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want quant, backtesting, and APIs & data feeds.
- Paid from
- $34/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want stock ideas, screeners, and ETF screeners.
Pick okama if
okama
Free · Web · API
- You want an API so you can script or automate things
- You want quant, backtesting, and APIs & data feeds.
Pick Stock Rover if
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 want stock ideas, screeners, and ETF screeners.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
okama and Stock Rover cover a lot of the same ground (6 shared categories, including data visualizations, portfolio, and correlation), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to okama's 10, including stock ideas, screeners, and ETF screeners, plus a mobile app. okama counters by being completely free.
What readers say
okama
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Stock Rover
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Key differences at a glance
- Real-time data
- Stock Rover
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 10 categories
- Mobile app
- Stock Rover
- API access
- okama
- Broker sync
- Stock Rover
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- Tracking 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.
- Comparison tools for 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.
- 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.
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 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 | Yes | No |
Broker sync | No | Yes |
Integrations | — | Yodlee brokerage aggregation and Interactive Brokers |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +7 more |
Categories covered | 10 | 32 |
Regions | North America, Europe, APAC, Middle East | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 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 | 4 signals: VaR/ES, Monte Carlo +2 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit okama | Visit Stock Rover |
Standout features
The best features of okama and Stock Rover.ShowHide
Standout features
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- Tracking 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.
- Comparison tools for 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.
- 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.
- 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.
All details
Every attribute we track for okama and Stock Rover.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACMiddle East | North America |
Coverage details | Identifiers: Ticker | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | Not specified | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: Python | Not specified |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | Yodlee brokerage aggregationInteractive Brokers |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | MBK Development LLCSupport: Forum | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | — | $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 |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between okama and Stock Rover?
okama leans toward quant, data visualizations, and portfolio, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do okama and Stock Rover cost?
Good news: both okama and Stock Rover have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use okama or Stock Rover on my phone?
Stock Rover lists a dedicated mobile app, so it travels better. okama doesn't list a dedicated mobile app; its documented access is web and API.
Does okama or Stock Rover have an API?
okama has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose okama or Stock Rover?
It depends on what you're after. Pick okama if quant and backtesting 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 okama and Stock Rover cover?
Both cover stocks, ETFs, and mutual funds. okama also handles commodities and currencies. Stock Rover adds closed-end funds, options, and funds on top.
Does okama or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. okama 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.
Which covers international markets: okama or Stock Rover?
okama has documented international coverage (North America, Europe, APAC, and Middle East), so it's the safer bet if you hold non-US stocks. Stock Rover is more region-specific, mainly North America.
Can I export data from okama and Stock Rover?
Stock Rover exports to CSV. okama is stingier about getting data out.
Can okama or Stock Rover connect to my broker?
Stock Rover syncs with brokers automatically. With okama, you're entering holdings by hand or importing files.
Which has a better stock screener: okama or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with okama or Stock Rover?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.