★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Stock Rover vs Wealthfolio
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 Wealthfolio doesn't offer
Pick Wealthfolio instead if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You want the cheaper way in: plans start at $3.99/mo instead of $34/mo
- You care about retirement calculator and custom dashboards, things Stock Rover doesn't offer
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 Wealthfolio cover a lot of the same ground (6 shared categories, including data visualizations, 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 Wealthfolio's 8, including stock ideas, screeners, and ETF screeners. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
Stock Rover
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $34/mo
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 8 categories
- Desktop app
- Wealthfolio
- Real-time data
- Stock Rover
- 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 • From $34/mo | Free • From $3.99/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 | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Yodlee brokerage aggregation, Interactive Brokers +1 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +3 more |
Categories covered | 32 | 8 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | 6 partners: Morningstar, Zacks +4 more | SnapTrade |
Capabilities | 10 signals: Custom formulas, Universe builder +8 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | Data residency: US and Encryption in transit | — |
| Try it | Visit Stock Rover | Visit Wealthfolio |
Where each one shines
What Stock Rover and Wealthfolio each do best.ShowHide
Where each one shines
What Stock Rover and Wealthfolio each do best.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.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Stock Rover and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Stock Rover and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North America | Not specified |
Coverage details | Countries: US and CA11 exchangesIdentifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Pricing sources | ExchangeVendorModel | VendorManual |
Data partners | MorningstarZacksIntrinioQuandlYodleeIEX | SnapTrade |
| Access & integrations | ||
Import methods | CSVBrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | Yodlee brokerage aggregationInteractive Brokers1000+ supported brokerages | SnapTradeDocker |
Export formats | CSVImagePDF | CSVJSON |
| Plans & trust | ||
Security & compliance | Data residency: USEncryption in transit | Not specified |
Capability signals | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone | Teymz Inc.Country: CanadaSupport: Email and Forum |
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 | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more | Free“Core app”broker sync: Not included · device sync: Not included |
| 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 | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| 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 | $7.99/mo“Connect Essentials”institution connections: 5 |
| 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 | $12.99/mo“Connect Duo”institution connections: 12 |
| 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 Stock Rover and Wealthfolio?
Stock Rover leans toward stock ideas, screeners, and ETF screeners, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Stock Rover and Wealthfolio cost?
Good news: both Stock Rover and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Stock Rover or Wealthfolio?
It depends on what you're after. Pick Stock Rover if stock ideas and screeners matter to you; go with Wealthfolio if you'd rather have retirement calculator and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Stock Rover and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and other. Stock Rover also handles closed-end funds, options, and funds. Wealthfolio adds bonds, currencies, and cryptos on top.
Does Stock Rover or Wealthfolio have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Wealthfolio 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.
Can I export data from Stock Rover and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Stock Rover or Wealthfolio connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Stock Rover and Wealthfolio 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: Stock Rover or Wealthfolio?
Stock Rover has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Stock Rover or Wealthfolio?
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.