Tool Comparison
PortfoliosLab vs Stock Rover
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $8.33/mo instead of $34/mo
- You want an API so you can script or automate things
- 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, monte carlo, and news.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $34/mo
- You want an API so you can script or automate things
- 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, monte carlo, and news.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
PortfoliosLab and Stock Rover cover a lot of the same ground (11 shared categories, including portfolio, watchlist, and correlation), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to PortfoliosLab's 17, including stock ideas, monte carlo, and news, plus a mobile app. PortfoliosLab counters by starting cheaper at $8.33/mo.
What readers say
PortfoliosLab
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Stock Rover
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Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $34/mo
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 17 categories
- Mobile app
- Stock Rover
- API access
- PortfoliosLab
- Real-time data
- Stock Rover
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 $100/yr | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +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 |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Yodlee brokerage aggregation and Interactive Brokers |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +7 more |
Categories covered | 17 | 32 |
Regions | North America, Europe | 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 | 6 signals: Factor exposure, VaR/ES +4 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit PortfoliosLab | Visit Stock Rover |
Standout features
The best features of PortfoliosLab and Stock Rover.ShowHide
Standout features
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 PortfoliosLab and Stock Rover.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEurope | North America |
Coverage details | Countries: US and GBIdentifiers: 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: NoneDocs | Not specified |
Import methods | ManualCSV | CSVBrokerOAuthManual |
Integrations | MCPChatGPTClaude | Yodlee brokerage aggregationInteractive Brokers |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | 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 | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 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 | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 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 | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | $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 |
Free alternatives
Questions we keep getting
What's the difference between PortfoliosLab and Stock Rover?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Stock Rover cost?
Good news: both PortfoliosLab 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 PortfoliosLab or Stock Rover on my phone?
Stock Rover lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does PortfoliosLab or Stock Rover have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose PortfoliosLab or Stock Rover?
It depends on what you're after. Pick PortfoliosLab if backtesting and factor exposure matter to you; go with Stock Rover if you'd rather have stock ideas and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Stock Rover cover?
Both cover stocks, ETFs, mutual funds, and funds. PortfoliosLab also handles cryptos and currencies. Stock Rover adds closed-end funds, options, and other on top.
Does PortfoliosLab or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. PortfoliosLab 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: PortfoliosLab or Stock Rover?
PortfoliosLab 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 PortfoliosLab and Stock Rover?
Stock Rover exports to CSV. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or Stock Rover connect to my broker?
Stock Rover syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Are PortfoliosLab and Stock Rover good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: PortfoliosLab or Stock Rover?
Both PortfoliosLab 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 PortfoliosLab or Stock Rover?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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