★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio Performance vs Stock Rover
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- Go this way if it's completely free.
Start here
Stock Rover
Free • From $34/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and ETF screeners, things Portfolio Performance doesn't offer
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio Performance and Stock Rover cover a lot of the same ground (5 shared categories, including portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Portfolio Performance's 5, including stock ideas, screeners, and ETF screeners. Portfolio Performance counters by being completely free.
What readers say
Portfolio Performance
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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 5 categories
- Desktop app
- Portfolio Performance
- Broker sync
- Stock Rover
- Beginner friendly
- Stock Rover
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 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 | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +7 more |
Categories covered | 5 | 32 |
Regions | — | 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: Portfolio attribution, Rebalancing +2 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | Encryption at rest | Data residency: US and Encryption in transit |
| Try it | Visit Portfolio Performance | Visit Stock Rover |
Where each one shines
What Portfolio Performance and Stock Rover each do best.ShowHide
Where each one shines
What Portfolio Performance and Stock Rover each do best.What Portfolio Performance does best
- Track portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Measure performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Use taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- Use the rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with 800+ financial metrics on Ultimate tiers, custom screens, ranked screening, guru-style metrics, screener snapshots, percentile screening, equation screening, and 20 years of historical fundamentals.
- Track 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.
- Compare 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.
- Use 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.
- Use 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.
Every detail we compared
Every tracked attribute for Portfolio Performance and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Performance and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker and ISIN | 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 | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | CSVJSONXML | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | Data residency: USEncryption in transit |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | Subscription“Premium (Mobile)” | $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 |
Questions we keep getting
What's the difference between Portfolio Performance and Stock Rover?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and Stock Rover cost?
Good news: both Portfolio Performance and Stock Rover have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Performance or Stock Rover?
Stock Rover is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Portfolio Performance or Stock Rover?
It depends on what you're after. Pick Portfolio Performance if you prefer its overall approach; 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 Portfolio Performance and Stock Rover cover?
Both cover stocks, ETFs, mutual funds, and other. Portfolio Performance also handles bonds, cryptos, and commodities. Stock Rover adds closed-end funds, options, and funds on top.
Does Portfolio Performance or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Portfolio Performance 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.
Can I export data from Portfolio Performance and Stock Rover?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or Stock Rover connect to my broker?
Stock Rover syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio Performance or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Performance or Stock Rover?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.