VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

Tool Comparison

Stock Rover vs Valuesider comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Stock Rover adds ETF Screeners, Stock Comparison, ETF Comparison, Portfolio, Watchlist, Correlation, Monte Carlo, News, Alerts, Calendar, Dividends, Financials, Scores, Flags, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos coverage that Valuesider skips.

Valuesider includes Investor Holdings, and 13F categories that Stock Rover omits.

Stock Rover ships a mobile app. Valuesider is web/desktop only.

In depth comparison

Stock Rover

stockrover.com

Editor’s pick Hands-on review

Fundamental research and portfolio management platform focused on US and Canadian stocks, ETFs and mutual funds. Premium tiers expand metrics, history and portfolio analytics; Premium Plus adds custom & equation screening, fair value / margin of safety, Stock Rover Ratings and other advanced analytics. Research Reports are sold as a separate PDF add‑on that can be bundled with yearly or two‑year plans.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

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.
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).
Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring.

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Valuesider

valuesider.com

Free web tool for tracking “superinvestor” portfolios and stock ownership changes based on SEC 13F filings. Valuesider notes 13F data is delayed (filed up to 45 days after quarter-end) and incomplete (e.g., shorts not included), and states it only shows data from 2013 Q2 onward due to filing format limitations; shares/prices are split-adjusted. Terms prohibit bots/automated scraping.

Platforms

Web

Pricing

Free

Quick highlights

Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).

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Where they differ

Stock Rover

Distinct strengths include:

ETF Screeners Stock Comparison ETF Comparison Portfolio Watchlist Correlation Monte Carlo News

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.
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).
Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.

Valuesider

Distinct strengths include:

Investor Holdings 13F

Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.

Feature-by-feature breakdown

Attribute	Stock Rover	Valuesider
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations Unique: ETF Screeners, Stock Comparison, ETF Comparison, Portfolio, Watchlist, Correlation, Monte Carlo, News, Alerts, Calendar, Dividends, Financials, Scores, Flags, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos	Shared: Screeners, Data Visualizations Unique: Investor Holdings, 13F
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds	Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique 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. 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). Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools. Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns. Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring. Metric library offers 700+ GAAP‑compliant financial, technical and derived metrics, including advanced ratios, analyst estimates, returns vs. benchmarks and many chartable series.	Unique Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings. Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV. Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV. Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices. Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports). Embeddable, automatically updated charts (copyable iframe code) for portfolios and tickers.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Stock Rover and Valuesider both support?

Both platforms cover Screeners, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Stock Rover and Valuesider require subscriptions?

Both Stock Rover and Valuesider keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Stock Rover ships a dedicated mobile experience, while Valuesider focuses on web or desktop access.

What unique strengths set the two platforms apart?

Stock Rover differentiates itself with 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., 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)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., whereas Valuesider stands out for Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings., Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV., and Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV..

Keep exploring

Stay on top of related tools

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