Quicken (Simplifi & Classic) vs Stock Rover comparison

Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while Stock Rover specializes in Screeners, ETF Screeners, and Stock Comparison. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Stock Rover offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Stock Rover and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Quicken (Simplifi & Classic) if you need Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.. Go with Stock Rover if Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., and Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus). better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Funds. Quicken (Simplifi & Classic) also includes Bonds, and Cryptos.

Quicken (Simplifi & Classic) offers real-time data feeds, which is essential for active traders. Stock Rover uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Stock Rover connects with brokers for portfolio syncing. Quicken (Simplifi & Classic) requires manual portfolio entry or data import.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Stock Rover includes a stock screener for finding investment ideas. Quicken (Simplifi & Classic) focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.