Stock Rover is a reasonably priced stock screener and research tool for advanced portfolio analysis. The platform's extensive market research on various investible securities, analysis ratings, and thousands of stock and ETF reports can help investors uncover potential trading opportunities.
Business Insider's personal finance team compared Stock Rover to the best stock trading apps and found it to be a useful companion platform for experienced active traders who want access to additional trading tools or portfolio management.
Pros and Cons
Stock Rover Pros
- $0 minimums for a standard Stock Rover account
- Can connect external brokerage accounts to receive portfolio analysis
- More than 140 pre-built screeners that let you analyze thousands of stocks and ETFs
- Research reports for more than 8,500 stocks, 4,000 ETFs, and 40,000 funds
Stock Rover Cons
- You can't place trades through the platform
- Expensive subscription fees for Premium and Premium Plus plans, and Research Reports subscription
- Limited customer support unless you pay for prioritized hotline support
- Does not offer real-time data
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$0
$50 for Research Report Bundle
N/A
Pros
Cons
- 14-day free Premium Plus trial
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$0 ($5 to start investing); $5 fractional shares; $2,000 for margin trading
$0 annual fee and stock trading fee
Pros
Cons
SoFi Invest is a great platform for US investors who are looking for an intuitive online trading experience, an open active or automated investing account.
SoFi Active Invest- App store rating: 4.8 iOS/3.8 Android
- Consider it if: You want an easy-to-use platform paired with rock-bottom pricing.
$0 ($1 for fractional shares; $2,000 for margin trading)
0% ($5/month for Robinhood Gold)
Pros
Cons
- App store rating: 4.2 iOS/4.0 Android
- Consider it if: You want to trade crypto and invest in a wide range of stocks and ETFs.
Overview
Stock Rover is a powerful research and stock analyzer offering a suite of advanced screeners for sophisticated investors. The web-based platform can be connected to an external trading account, including some of the best online brokerages, for unlimited access to research reports, personal portfolio analysis, and side-by-side stock and ETF evaluations.
Stock Rover is not a brokerage and does not offer trading services. However, it does offer limited portfolio management services, including automated email performance reports and in-depth portfolio analysis.
While it's a useful tool for day traders, Stock Rover can also assist buy-and-hold investors in identifying investment opportunities with long-term growth potential.
Stock Rover is best for experienced, active traders who want to compare portfolio performance to real-time market benchmarks, receive automatic portfolio updates, and access research on thousands of stocks and ETFs.
The platform's free plan provides basic market research, news updates, and screeners. Essential, Premium, and Premium Plus plans provide a more comprehensive selection of in-depth data, real-time market updates, and custom charting technology. Stock Rover doesn't provide research for futures, options, forex, or cryptocurrencies.
All subscription tiers include research reports for Dow 30 stocks. However, you must pay an additional subscription fee ($49.99/year or $99.99/year) on top of the plan fee to get unlimited research reports on all of Stock Rover's 7,000+ stocks.
In terms of educational content, Stock Rover frequently updates its blog with guides to researching stocks in Stock Rover, tracking dividend income, managing manual portfolios, and weekly market briefs. It also provides video tutorials on how to use its platform and an Investor's Library for resources that can be imported into your account.
Stock Rover is not the platform for you if you're seeking research and market data on sophisticated trading strategies like options or futures.
Stock Rover's customer support is limited compared to competior platforms. Email support is guaranteed only for Premium users. Otherwise, emails may not receive a response from Stock Rover's customer support team. Customer support hours are 9 a.m. to 5 p.m. ET, Monday through Friday. Premium and Premium Plus subscribed for a year or two-year plan can add prioritized hotline support for an additional $50 a year.
Stock Rover has no mobile app, but Premium and Premium Plus users can access Stock Rover Mobile for their browsers.
Ways to Invest
Stock Rover supports more than 1,000 external brokerages. Once you link your brokerage account, you instantly get access to automatic portfolio reports, stock alerts (via text message or email), trade planning support, and correlation analysis.
Account Options
You can unlock advanced investment screening with Stock Rover by joining one of the subscription plans.
If you aren't sold on Stock Rover yet, you can try it out with a free membership plan.
Stock Rover's Free plan includes data on over 8,500 North American stocks, 4,000 ETFs, and 40,000 mutual funds. Additional features include flexible charting capabilities, a detailed portfolio dashboard, daily analyst ratings, an informative market dashboard, and an earnings calendar.
You also get a 14-day free Stock Rover Premium Plus trial and 30 days of personalized email support.
Let's unpack Stock Rover's other subscription tiers:
- Essential Account: This plan option offers fully customizable financial views, comparison tables, 275+ metrics with five years of historical data, real-time email and text alerts, support from the technical team, and portfolio and watchlist tracking tools.
- Premium Account: This plan offers 375+ total metrics, over 10 years of detailed historical data, ETF and fund comparison data, ranked screening, future dividend projections, customizable investment research tools, powerful stock screening features, and detailed portfolio analytics. It also offers advanced alerts for indexes, portfolios, and watch lists.
- Premium Plus Account: This plan option has 700+ total metrics, over 180 ETF-specific metrics, stock ratings, ratio charts, valuation charts, multiple fundamental metric charting, top-priority email support, equation screening, custom metrics, and higher data limits. It also provides current and past stock scoring for Value, Growth, Quality, and Sentiment.
Screening Strategies
Stock Rover's screeners review thousands of stocks and ETFs to find the investments that best fit your risk tolerance and goals. You can filter assets across hundreds of metrics and sift through more than 140 pre-built screeners in the Stock Rover Investor's Library.
You can create a custom screen by modifying one of the pre-built screeners or building one from scratch. By combining more than 500 operational, financial, efficient, and rating metrics, you can screen based on value, growth, dividend growth, and other factors.
Stock-and-ETF Comparison
Stock Rover's comparison tool allows you to compare stocks and ETFs side by side. The Table tool compares any stock or ETF you enter and organizes each according to factors like dividends, historical returns, valuation, and more.
Stock Rover's Insight panel also allows users to access company news, financial statements, cash flow, earnings transcripts, and analyst ratings.
Stock Charting
Stock Rover's stock charting tools compare your portfolio to benchmarks like the S&P 500 (a stock market index that tracks the performance of the largest publicly traded US companies).
These tools also allow you to chart over 100 metrics, including the price-to-earnings (P/E) ratio.
Research Reports
A Research Reports subscription provides unlimited, up-to-the-minute research on over 7,000 stocks. Reports generally contain key information on sales growth, P/E, analyst summary consensus, financial income statements, cash flow, and profitability metrics.
If you don't want to pay for a Research Report subscription, free report PDFs on a select group of stock and market charts are updated weekly. These include reports on:
- Chevron
- Coca-Cola
- Dow
- Home Depot
- Johnson & Johnson
- Microsoft
- Nike
- Verizon
- Visa
- Walt Disney
You can receive Research Reports as a PDF or in your browser.
Portfolio Management
Stock Rover offers various portfolio management features and tools, including brokerage integration, automatic portfolio rebalancing (daily, weekly, or monthly), portfolio analysis, and the Future Income tool. The Future Income tool calculates your monthly future portfolio dividend income based on your portfolio's stocks, mutual funds, and ETFs.
The Trade Evaluator tool allows you to analyze trades to show whether they have helped or hurt your performance. You can look at individual trades, a select group of trades, or all the trades against a specific benchmark. The Monte Carlo simulation technique can also test your investment portfolio's long-term growth through various financial scenarios.
Fees
Fees will vary depending on the plan you choose. You won't pay anything for Stock Rover's standard free plan, but the premium plans will cost you. See Stock Rover's complete fees below:
- Essential Account: $7.99/month, $79.99/year, $139.99/2 years
- Premium Account: $17.99/month, $179.99/year, $319.99/2 years
- Premium Plus Account: $27.99/month, $279.99/year, $479.99/2 years
A Research Reports subscription can be bundled with a yearly or two-year Stock Rover plan for $49.99 (a Stock Rover Free plan does not qualify). Otherwise, it costs $99.99 per year. You can also pay $50 per year to add prioritized hotline telephone support.
Trustworthiness
Business Insider assesses company trustworthiness by reviewing each investment platform's Better Business Bureau profile. Ratings typically reflect the bureau's opinion of how well it believes a company interacts with its customers.
Stock Rover doesn't currently have a BBB profile, but its record is clear of any major public scandals or lawsuits.
Alternatives
MarketGrader
Stock Rover and MarketGrader offer a range of investment tools for research-oriented traders. But they differ when it comes to data access, fees, and accessibility.
Stock Rover is cheaper, providing a free version and multiple paid plans. MarketGrader doesn't offer a free account option (only a 14-day free trial), and the lowest plan option starts at $75 per month (or $900 per year). MarketGrader separates plans based on geographical access. If you want global access to over 90 countries and 40,000 companies, you must pay $167 per month (or $2,000 yearly).
MarketGrader is better for index investing as it offers a huge lineup of global equity indexes tracked through its Smart Beta Index resources.
Stock Rover is cheaper, offering a free plan option and lower monthly/annual subscriptions. If you're new to stock analysis and charting, Stock Rover is a more affordable option to get started.
FAST Graphs
Like Stock Rover, FAST Graphs is a stock screener and analysis platform that offers portfolio tracking, charting tools, detailed forecasting of future stock returns, and analyst scorecards.
FAST Graphs offers similar features to Stock Rover through two plan options: Basic and Premium. The cheapest plan (Basic) is $19.95 per month, which is more than double the cost of Stock Rover's cheapest paid plan. FAST Graphs doesn't have brokerage integration, a portfolio simulation feature, or as many customizable features as Stock Rover. Plus, it only screens stocks.
Overall, Stock Rover is the stronger platform, offering more subscription options (including a free plan), ETF tracking capabilities, and more advanced charting features. However, Fast Graphs tracks more than 18,000 US and CA stocks, whereas Stock Rover only tracks 8,500. Fast Graphs may be the better option if you're only tracking stocks.
Why You Should Trust Us
Stock Rover was reviewed using Business Insider's rating methodology for investing platforms to compare and examine pricing, accessibility, and overall customer experience. Investing platforms are given a rating between 1 and 5.
Investment platforms usually offer multiple assets, trading tools, low fees, and other resources. Since Stock Rover isn't a brokerage and doesn't offer trading services, it was reviewed a little differently than other investing platforms.
Business Insider's Overall Stock Rover Rating
| Feature | Rating (out of 5) |
| Fees | 4.50 |
| Account features | 4.50 |
| Access | 3.50 |
| Customer support | 3.50 |
| Ethics | 4.00 |
| Overall score | 4.02 |
FAQs
What is Stock Rover, and what does it offer to investors?
Stock Rover is an advanced stock screener and investment research platform that offers portfolio management and detailed financial statements so individual investors can thoroughly evaluate stocks and ETFs.
How do Stock Rover's screening and analysis capabilities stand out?
Stock Rover's screening and analysis capabilities stand out as some of the most robust in the investment tool space. Investors can create custom stock and ETF screens using a range of financial metrics and historical data analysis. The free version provides powerful portfolio management and charting tools, but you can unlock even more with one of Stock Rover's paid plans.
What subscription plans does Stock Rover offer, and what are their key features?
Stock Rover offers three subscription plan options for investors, depending on their needs and preferences. Stock Rover also offers a free version with limited charting and screening features. The more you pay, the more advanced screening and analysis tools you'll unlock.
Is Stock Rover suitable for both novice and experienced investors?
Stock Rover is most suited for experienced and intermediate investors interested in tracking and managing stocks and ETFs through robust charting tools and market data. Novice investors can use Stock Rover, but it requires a learning curve to get the hang of without having prior active trading experience.
How does Stock Rover enhance portfolio management and tracking?
Stock Rover enhances portfolio management and tracking by seamlessly integrating with external brokerage accounts for automatic performance tracking, risk assessment, and charting capabilities. On Stock Rover, you can project your future dividend income, compare historical data of thousands of investable securities, create custom metrics, and access powerful portfolio rebalancing tools.
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