VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Friday, January 30, 2026
Tool Comparison
Orion Advisor Tech vs Stock Rover comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Stock Rover
stockrover.com
At a glance
| Orion Advisor Tech | Stock Rover | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | $275/mo | $7.99/mo |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | Free, Essentials, Premium, Premium Plus, Research Reports (add‑on) |
Vote sentiment comparison
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Platform details
| Attribute | Orion Advisor Tech | Stock Rover |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North America |
Data freshness | End of Day | 15-min DelayedEnd of Day |
API access | REST | Not specified |
Export formats | ExcelPDF | CSVPDF |
Coverage overlap
Categories covered by Orion Advisor Tech only.
Categories covered by Stock Rover only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and Stock Rover?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Stock Rover specializes in Screeners, ETF Screeners, and Stock Comparison. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Orion Advisor Tech or Stock Rover free to use?
Stock Rover offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Stock Rover and upgrade later if you need more advanced features.
Which is better for beginners—Orion Advisor Tech or Stock Rover?
Stock Rover is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Orion Advisor Tech or Stock Rover have an API?
Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Stock Rover doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Orion Advisor Tech or Stock Rover?
Choose Orion Advisor Tech if you need Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.. Go with Stock Rover if 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., and 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). better fits how you invest.
What asset classes do Orion Advisor Tech and Stock Rover cover?
Both cover Stocks, ETFs, Mutual Funds, and Funds. Orion Advisor Tech also includes Closed-End Funds, Bonds, Options, and Other.
Can I export data from Orion Advisor Tech and Stock Rover?
Both platforms let you export data to spreadsheets (PDF). This is useful for custom analysis or record-keeping.
Can Orion Advisor Tech or Stock Rover connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—Orion Advisor Tech or Stock Rover?
Stock Rover includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Orion Advisor Tech or Stock Rover?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.