Tool Comparison
Portfolio123 vs Stock Rover
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want point-in-time quant research, ranking systems, custom universes, simulations, and realistic backtests.
- You need API, DataMiner, Python, or batch data workflows for systematic research.
- You care more about building repeatable rules and strategies than reading company reports or managing dividends.
- Paid from
- $34/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want 800+ metrics, 20 years of fundamentals, custom screens, valuation tools, and research reports without building a quant stack.
- You want broker-linked portfolio analytics, dividend tracking, Monte Carlo, rebalancing, correlation, and alerts.
- You make discretionary stock and ETF decisions and need portfolio follow-through more than point-in-time backtesting.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want point-in-time quant research, ranking systems, custom universes, simulations, and realistic backtests.
- You need API, DataMiner, Python, or batch data workflows for systematic research.
- You care more about building repeatable rules and strategies than reading company reports or managing dividends.
Pick Stock Rover if
Stock Rover
Free • From $34/mo · Web · Mobile
- You want 800+ metrics, 20 years of fundamentals, custom screens, valuation tools, and research reports without building a quant stack.
- You want broker-linked portfolio analytics, dividend tracking, Monte Carlo, rebalancing, correlation, and alerts.
- You make discretionary stock and ETF decisions and need portfolio follow-through more than point-in-time backtesting.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
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Our take
The bottom line
Stock Rover and Portfolio123 can both support serious investors, but they answer different questions. Stock Rover helps a discretionary investor screen, compare, value, monitor, and track portfolios with 800+ metrics, 20-year fundamentals, broker sync, dividend tracking, research reports, and portfolio analytics. Portfolio123 is the better fit when the workflow is rules-based: ranking systems, custom universes, realistic simulations, point-in-time data, strategy books, API, DataMiner, and Python-driven research. Pick Stock Rover when you want an investor-facing research workstation; pick Portfolio123 when you are building and testing repeatable strategies.
What readers say
Portfolio123
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Stock Rover
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $34/mo
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 19 categories
- Mobile app
- Stock Rover
- Desktop app
- Portfolio123
- API access
- Portfolio123
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
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 $300/yr | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 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 |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Yodlee brokerage aggregation and Interactive Brokers |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +7 more |
Categories covered | 19 | 32 |
Regions | North America, Europe | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | 6 partners: Morningstar, Zacks +4 more |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit Portfolio123 | Visit Stock Rover |
Standout features
The best features of Portfolio123 and Stock Rover.ShowHide
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
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 Portfolio123 and Stock Rover.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEurope | North America |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | BrokerOAuthCSV | CSVBrokerOAuthManual |
Integrations | Interactive BrokersTradier | Yodlee brokerage aggregationInteractive Brokers |
Export formats | CSVJSON | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Portfolio123Support: Forum | 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 | Free“Manage (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 | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $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 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | $99/mo“Ultimate”annual billing: $948/year ($79/month equivalent) · two year billing: $1,656 every 2 years ($69/month equivalent) · +10 more |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | $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 |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 14 days |
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and Stock Rover?
Portfolio123 leans toward screeners, data visualizations, and quant, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 13 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Stock Rover cost?
Good news: both Portfolio123 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 Portfolio123 or Stock Rover on my phone?
Stock Rover lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Does Portfolio123 or Stock Rover have an API?
Portfolio123 has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose Portfolio123 or Stock Rover?
It depends on what you're after. Pick Portfolio123 if quant and backtesting matter to you; go with Stock Rover if you'd rather have ETF screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Stock Rover cover?
Both cover stocks, ETFs, and closed-end funds. Stock Rover adds mutual funds, options, and funds on top.
Do Portfolio123 and Stock Rover offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Portfolio123 or Stock Rover?
Portfolio123 has documented international coverage (North America and Europe), 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 Portfolio123 and Stock Rover?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or Stock Rover connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Portfolio123 or Stock Rover?
Both Portfolio123 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 Portfolio123 or Stock Rover?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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