Tool Comparison
Stock Rover vs Trefis
- Paid from
- $34/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and ETF comparison.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want AI research and custom dashboards.
Start here
Stock Rover
Free • From $34/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and ETF comparison.
Pick Trefis instead if
Trefis
Free • Contact for pricing · Web
- You want AI research and custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Stock Rover and Trefis cover a lot of the same ground (7 shared categories, including stock ideas, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to Trefis's 9, including screeners, ETF screeners, and ETF comparison, plus a mobile app. Trefis counters by being completely free.
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Stock Rover
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Trefis
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Key differences at a glance
- Real-time data
- Stock Rover
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 9 categories
- Mobile app
- Stock Rover
- Broker sync
- Stock Rover
- Global coverage
- Trefis
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- 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.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $34/mo | Free • Contact for pricing |
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 | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Yodlee brokerage aggregation and Interactive Brokers | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 32 | 9 |
Regions | North America | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 6 partners: Morningstar, Zacks +4 more | — |
Capabilities | 10 signals: Custom formulas, Universe builder +8 more | Stress tests: EquityCrash |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Stock Rover | Visit Trefis |
Standout features
The best features of Stock Rover and Trefis.ShowHide
Standout features
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- 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.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
All details
Every attribute we track for Stock Rover and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more | Not specified |
Regions | North America | North AmericaEuropeAPAC |
Coverage details | Countries: US and CA11 exchangesIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | 15-min DelayedEnd of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | MorningstarZacksIntrinioQuandlYodleeIEX | Not specified |
| Access & integrations | ||
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | Yodlee brokerage aggregationInteractive Brokers | Not specified |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more | Stress tests: EquityCrash |
Vendor & support | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more | Free“Free public pages” |
| Entry paid plan | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more | — |
| Tier 2 | $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 | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Stock Rover and Trefis?
Stock Rover leans toward stock ideas, screeners, and ETF screeners, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Stock Rover and Trefis cost?
Good news: both Stock Rover and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Stock Rover or Trefis on my phone?
Stock Rover lists a dedicated mobile app, so it travels better. Trefis doesn't list a dedicated mobile app; its documented access is web.
Should I choose Stock Rover or Trefis?
It depends on what you're after. Pick Stock Rover if screeners and ETF screeners matter to you; go with Trefis if you'd rather have AI research and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Stock Rover and Trefis cover?
Both cover stocks. Stock Rover also handles ETFs, mutual funds, and closed-end funds.
Does Stock Rover or Trefis have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Trefis 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: Stock Rover or Trefis?
Trefis 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 Stock Rover and Trefis?
Yes, both export to spreadsheets (Stock Rover: CSV; Trefis: Excel), which is handy if you like running your own numbers.
Can Stock Rover or Trefis connect to my broker?
Stock Rover syncs with brokers automatically. With Trefis, you're entering holdings by hand or importing files.
Which has a better stock screener: Stock Rover or Trefis?
Stock Rover has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Stock Rover or Trefis?
Stock Rover handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio elsewhere.
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