Stock Rover vs Trefis comparison

Stock Rover focuses on Screeners, ETF Screeners, and Stock Comparison while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both Stock Rover and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Stock Rover has a mobile app so you can check your research on the go. Trefis is web-only, so you'll need a browser to access it from mobile devices.

Choose Stock Rover if you need 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).. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.

Both cover Stocks. Stock Rover also includes ETFs, Mutual Funds, and Funds.

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

Stock Rover connects with brokers for portfolio syncing. Trefis requires manual portfolio entry or data import.

Stock Rover includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.

Stock Rover offers portfolio tracking features. Trefis is more focused on research and analysis.