★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Stock Rover checked August 4, 2026
Tool Comparison
Portseido vs Stock Rover
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You want the cheaper way in: plans start at $8/mo instead of $34/mo
- You care about tax lots / lot optimization, splits, and dividend tax / ADR withholding, things Stock Rover doesn't offer
Pick Stock Rover if
Stock Rover
Free • From $34/mo · Web · Mobile
- You care about stock ideas, screeners, and ETF screeners, things Portseido doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portseido and Stock Rover cover a lot of the same ground (6 shared categories, including portfolio, data visualizations, and performance attribution), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Portseido's 11, including stock ideas, screeners, and ETF screeners. Portseido counters by starting cheaper at $8/mo.
What readers say
Portseido
Vote once to reveal the community verdict.
Stock Rover
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Portseido$8/mo vs $34/mo
- Broader coverage
- Stock Rover32 vs 11 categories
- Broker sync
- Stock Rover
- Global coverage
- Portseido
- Free plan
- Both
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 • From $8/yr | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 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 | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +7 more |
Categories covered | 11 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 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 | 5 signals: Performance attribution, Portfolio attribution +3 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | Encryption at rest | Data residency: US and Encryption in transit |
| Try it | Visit Portseido | Visit Stock Rover |
Where each one shines
What Portseido and Stock Rover each do best.ShowHide
Where each one shines
What Portseido and Stock Rover each do best.What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
What Stock Rover does best
- Screening for 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.
- 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.
Every detail we compared
Every tracked attribute for Portseido and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portseido and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACLatAmMiddle East | North America |
Coverage details | 31 countriesIdentifiers: 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 | VendorManual | ExchangeVendorModel |
Data partners | Not specified | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | Data residency: USEncryption in transit |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | Freetransactions: 50 · portfolios: 1 | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +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 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +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 | — | $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 Portseido and Stock Rover?
Portseido leans toward portfolio, data visualizations, and performance attribution, 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 Portseido and Stock Rover cost?
Good news: both Portseido and Stock Rover have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Portseido or Stock Rover?
It depends on what you're after. Pick Portseido if tax lots / lot optimization and splits 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 Portseido and Stock Rover cover?
Both cover stocks, ETFs, mutual funds, and other. Portseido also handles cryptos and real estate. Stock Rover adds closed-end funds, options, and funds on top.
Do Portseido and Stock Rover offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Portseido or Stock Rover?
Portseido has documented international coverage (North America, Europe, APAC, LatAm, and more), 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 Portseido and Stock Rover?
Stock Rover exports to CSV. Portseido is stingier about getting data out.
Can Portseido or Stock Rover connect to my broker?
Stock Rover syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Are Portseido 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: Portseido or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; Portseido doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portseido 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.