★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Stock Rover checked August 4, 2026
Tool Comparison
Sharesight vs Stock Rover
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You care about downloadable tax reports, capital gains estimator, and dividend tax / ADR withholding, things Stock Rover doesn't offer
Pick Stock Rover if
Stock Rover
Free • From $34/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and ETF screeners, things Sharesight 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
Sharesight and Stock Rover cover a lot of the same ground (6 shared categories, including portfolio, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Sharesight's 13, including stock ideas, screeners, and ETF screeners. Sharesight counters by being completely free.
What readers say
Sharesight
Vote once to reveal the community verdict.
Stock Rover
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Stock Rover
- Broader coverage
- Stock Rover32 vs 13 categories
- API access
- Sharesight
- Global coverage
- Sharesight
- 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 • Paid plans available | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 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 | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| 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 | 13 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: 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 | — | 6 partners: Morningstar, Zacks +4 more |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | Data residency: US and Encryption in transit |
| Try it | Visit Sharesight | Visit Stock Rover |
Where each one shines
What Sharesight and Stock Rover each do best.ShowHide
Where each one shines
What Sharesight and Stock Rover each do best.What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
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 Sharesight and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: 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: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | CSVPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Data residency: USEncryption in transit |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
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 | Freeportfolios: 1 · holdings: 10 · +1 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 | €7/mo“Starter”portfolios: 1 · holdings: 30 · +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 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +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 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +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 |
| Top plan | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... | $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 Sharesight and Stock Rover?
Sharesight leans toward portfolio, risk metrics, 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 Sharesight and Stock Rover cost?
Good news: both Sharesight and Stock Rover have free plans, so you can run them side by side and only pay if you hit a wall.
Does Sharesight or Stock Rover have an API?
Sharesight has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose Sharesight or Stock Rover?
It depends on what you're after. Pick Sharesight if downloadable tax reports and capital gains estimator 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 Sharesight and Stock Rover cover?
Both cover stocks, ETFs, mutual funds, and funds. Sharesight also handles bonds, cryptos, and real estate. Stock Rover adds closed-end funds and options on top.
Does Sharesight or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Sharesight 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: Sharesight or Stock Rover?
Sharesight 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 Sharesight and Stock Rover?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Sharesight or Stock Rover connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Sharesight 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: Sharesight or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Sharesight 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.