Tool Comparison
Portfolio Visualizer vs Stock Rover
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $30/mo instead of $34/mo
- You want backtesting, factor exposure, and quant.
- 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 stock comparison.
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want the cheaper way in: plans start at $30/mo instead of $34/mo
- You want backtesting, factor exposure, and quant.
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 stock comparison.
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 Visualizer and Stock Rover cover a lot of the same ground (6 shared categories, including monte carlo, correlation, and risk metrics), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Portfolio Visualizer's 10, including stock ideas, screeners, and stock comparison, plus a mobile app. Portfolio Visualizer counters by starting cheaper at $30/mo.
What readers say
Portfolio Visualizer
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Stock Rover
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Key differences at a glance
- Cheaper paid plan
- Portfolio Visualizer$30/mo vs $34/mo
- Broader coverage
- Stock Rover32 vs 10 categories
- Mobile app
- Stock Rover
- Real-time data
- Stock Rover
- Asset coverage
- Stock RoverAdds closed-end funds and options
- Free plan
- Both
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
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 • From $360/yr | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current... +4 more | 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 | No | No |
Broker sync | — | 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 |
| Data & capabilities | ||
Data quality | — | 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 | 7 signals: Universe builder, Factor exposure +5 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit Portfolio Visualizer | Visit Stock Rover |
Standout features
The best features of Portfolio Visualizer and Stock Rover.ShowHide
Standout features
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
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 Portfolio Visualizer and Stock Rover.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | Not specified | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Not specified | Yodlee brokerage aggregationInteractive Brokers |
Export formats | ExcelCSVPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | SRL Global Ltd.Country: United Kingdom | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more |
| Tier 2 | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $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 | 14 days |
Questions we keep getting
What's the difference between Portfolio Visualizer and Stock Rover?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, 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 Portfolio Visualizer and Stock Rover cost?
Good news: both Portfolio Visualizer 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 Portfolio Visualizer or Stock Rover on my phone?
Stock Rover lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portfolio Visualizer or Stock Rover?
It depends on what you're after. Pick Portfolio Visualizer if backtesting and factor exposure 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 Portfolio Visualizer and Stock Rover cover?
Both cover stocks, ETFs, mutual funds, and funds. Stock Rover adds closed-end funds, options, and other on top.
Does Portfolio Visualizer or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Portfolio Visualizer 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 Visualizer and Stock Rover?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio Visualizer or Stock Rover?
Both Portfolio Visualizer and Stock Rover include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio Visualizer or Stock Rover?
Stock Rover handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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