★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
Statfolio vs Stock Rover
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $34/mo
- You care about splits, something Stock Rover doesn't offer
Start here
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 Statfolio doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Statfolio and Stock Rover cover a lot of the same ground (5 shared categories, including portfolio, dividends, and news), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Statfolio's 6, including stock ideas, screeners, and ETF screeners. Statfolio counters by starting cheaper at $10/mo.
What readers say
Statfolio
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Stock Rover
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Key differences at a glance
- Cheaper paid plan
- Statfolio$10/mo vs $34/mo
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 6 categories
- Real-time data
- Stock Rover
- Broker sync
- Stock Rover
- Global coverage
- Statfolio
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 $10/mo | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 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 | — | Yodlee brokerage aggregation, Interactive Brokers +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +7 more |
Categories covered | 6 | 32 |
Regions | North America, Europe, APAC | North America |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 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 | — | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Data residency: US and Encryption in transit |
| Try it | Visit Statfolio | Visit Stock Rover |
Where each one shines
What Statfolio and Stock Rover each do best.ShowHide
Where each one shines
What Statfolio and Stock Rover each do best.What Statfolio does best
- Tracking stock and ETF portfolios with positions aggregated into holdings, long and short support, and time-based performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Views for reviewing daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Analysis of contribution and performance by portfolio, sector, industry, and individual holding, including realised versus unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
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 Statfolio and Stock Rover, side by side.ShowHide
Every detail we compared
Every tracked attribute for Statfolio and Stock Rover, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPAC | North America |
Coverage details | 7 countries12 exchangesIdentifiers: 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 | ||
Import methods | Manual | CSVBrokerOAuthManual |
Integrations | Not specified | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: USEncryption in transit |
Capability signals | Not specified | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | StatfolioFounded 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 | 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 | $10/mo“Basic” | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more |
| Tier 2 | $30/mo“Pro” | $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 | Subscription“Custom” | $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 |
Questions we keep getting
What's the difference between Statfolio and Stock Rover?
Statfolio leans toward portfolio, dividends, and splits, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Statfolio and Stock Rover cost?
Good news: both Statfolio 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 Statfolio or Stock Rover?
It depends on what you're after. Pick Statfolio if 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 Statfolio and Stock Rover cover?
Both cover stocks and ETFs. Stock Rover adds mutual funds, closed-end funds, and options on top.
Does Statfolio or Stock Rover have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Statfolio 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: Statfolio or Stock Rover?
Statfolio has documented international coverage (North America, Europe, and APAC), 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 Statfolio and Stock Rover?
Stock Rover exports to CSV. Statfolio is stingier about getting data out.
Can Statfolio or Stock Rover connect to my broker?
Stock Rover syncs with brokers automatically. With Statfolio, you're entering holdings by hand or importing files.
Which has a better stock screener: Statfolio or Stock Rover?
Stock Rover has a stock screener for surfacing ideas; Statfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Statfolio 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.