Stock Rover

Stock Rover is a browser-based investment research platform for stocks, ETFs and funds across major North American exchanges. It offers screening with more than 800 financial metrics and custom formulas, plus research reports covering stocks, 7,400 ETFs and 20,000 mutual funds. Users can review decades of financial statements and market data, use ratings and investor warnings, and analyze portfolio performance, sector exposure, diversification and risk. Portfolio tools also include allocation, tax-lot tracking and performance reporting; the maximum portfolio count depends on the plan. Paid plans add portfolio management with brokerage integration. Stock Rover runs in a browser without a software download, and says Yodlee handles brokerage credentials rather than Stock Rover. The free plan provides basic individual-stock research and market monitoring. A 14-day trial does not require a credit card and returns to the Free plan without charge, though trial users cannot export tables to CSV and have limited report access. Stock Rover is for research, not trade execution.

Stock Rover brings screening, research and portfolio analytics together for investors who want to evaluate holdings in a browser. Check the plan limits and trial restrictions if you need larger portfolios, brokerage connections or CSV exports.

It suits individual investors seeking screening, research reports and portfolio analysis, as well as financial professionals. It may also fit users who want browser-based tools and brokerage integration on paid plans.

Stock Rover is a browser-based investment research and portfolio analysis platform for stocks, ETFs and funds. It is best for investors who want detailed screening and portfolio insight; it does not let users place trades.

Overview

Stock Rover combines securities research with portfolio analysis across major North American exchanges. Decades of financial statements and market data support a deep research toolkit, while portfolio views cover performance, allocation, sector exposure, diversification, risk and tax lots. That breadth makes it a strong option for investors who want to investigate holdings and potential investments in one workspace, but users must execute trades elsewhere.

The platform runs in a browser, so it requires no installation, and paid plans add brokerage connections for portfolio management. It covers stocks, ETFs and funds rather than serving as a general-purpose trading service. The maker, Stock Rover, was founded in 2008 and is based in Braintree, Massachusetts.

Key features

• Screening and research: Stock screens draw on more than 800 financial metrics, ranking and custom formulas. Reports cover stocks, 7,400 ETFs and 20,000 mutual funds, giving research-oriented investors ample scope to compare candidates. The platform also describes screening as supporting over 650 metrics, so the practical takeaway is a broad but product-specific metric library rather than a single fixed count.
• Ratings and warnings: Proprietary ratings assess Growth, Value, Profitability and Sentiment, while Investor Warnings flag potential red flags. These tools can help structure an investor’s review, but they do not replace personal judgment.
• Portfolio analytics: Performance, allocation, sector exposure, diversification, risk and tax-lot tracking help users assess how investments fit together. The maximum portfolio count varies by plan, so investors with larger portfolios should compare tiers before choosing.
• Brokerage connections and security: Paid plans include brokerage integration, with most connections handled through Yodlee and a separate direct-feed procedure for Interactive Brokers. Stock Rover says it does not handle brokerage credentials; Yodlee handles them and its policies comply with GLBA. Browser-to-server traffic uses HTTPS, and investment data is stored in a Massachusetts data center with backups in New Hampshire and secure third-party cloud storage.
• Support: Email support is available during regular Eastern Time business hours, Monday through Friday. Priority and hotline options depend on plan, which matters most to users who expect to need help quickly.

Pricing

Stock Rover has a free tier and paid plans billed annually or monthly. Annual billing saves up to 30%, while two-year billing saves up to 40%; payments are accepted by credit card or PayPal.

• Free: free. It provides basic individual-stock research and market monitoring. It is a sensible starting point, but paid plans are needed for brokerage-connected portfolio management and higher usage limits.
• Premium: $348 a year, billed annually. For independent investors, it allows 15 portfolios, 2 brokerage connections, 15 screeners and 250 rows. It is the entry paid tier, with lower quotas than the plans aimed at heavier users.
• Premium 2-Year: $24 a year, billed $288/year and $576 every 2 years. This offers a lower stated monthly equivalent for users willing to commit to two years.
• Professional Premium: $34 a month, billed monthly, for independent investors. Monthly billing avoids an annual commitment, at a higher monthly rate than the annual Premium plan.
• Premium Plus: $588 a year, billed annually. For tactical investors, it raises the limits to 25 portfolios, 5 brokerages, 30 screeners and 500 rows.
• Ultimate: $948 a year, billed annually. For wealth builders and retirees, it allows 60 portfolios, 15 brokerages, 120 screeners and 1,000 rows.
• Ultimate 2-Year: $69 a year, billed $828/year and $1,656 every 2 years. Its two-year commitment suits users who want the Ultimate tier’s higher quotas over a longer billing term.
• Ultimate Pro: $1,788 a year, billed annually. For advisors and wealth professionals, it provides 300 portfolios, 30 brokerages, 300+ screeners and 5,000+ rows. Its scale is tailored to professional workloads rather than typical individual use.

A 14-day trial does not require a credit card and reverts to Free at expiration without a charge. Trial access is limited to 20 Research Reports, Dow 30 access and up to five Stock Ratings Reports; trial members also cannot export tables to CSV. Those restrictions matter if you need broader reporting or export workflows before committing.

Platforms

Stock Rover is available on web, Android, iOS and Windows. Its browser-based product needs no software installation, which favors users who want access without setting up a desktop program.

Who it's for

Stock Rover suits individual investors who want to screen securities, inspect company data and analyze portfolio exposures in one place. Its higher tiers extend the portfolio, brokerage and screening quotas for advisors and wealth professionals. It is a poor fit for anyone seeking trade execution inside the same product, or for a trial user who must export tables to CSV.

Pros and cons

• Pro: Broad screening metrics, custom formulas and extensive fund reports support detailed research across stocks, ETFs and mutual funds.
• Pro: Portfolio analytics combine performance, allocation, diversification, risk and tax-lot tracking, making it possible to evaluate holdings beyond headline returns.
• Pro: A no-card trial that automatically returns to Free lets users explore the service without an automatic paid renewal.
• Con: Trades cannot be executed through Stock Rover, so users need another service to act on their research.
• Con: Trial access restricts reports and blocks CSV exports, limiting evaluation for users whose workflow depends on full reporting or export.
• Con: Portfolio, brokerage, screener and row quotas differ by tier, so investors with larger needs must move to more expensive plans.

Alternatives

Portfolio Management Software is a useful starting point for comparing products in the category. Consider Sharesight if a free plan with one portfolio, 10 holdings and one custom group better matches a small portfolio. Snowball Analytics is another freemium alternative, with a free plan for one portfolio and 10 holdings that is positioned for beginners and index fund investors.

Morningstar Office is a paid option for financial advisors and firms, with custom pricing. CGI Wealth360 Portfolio Management, Addepar, Tamarac and Black Diamond Wealth Solutions are also paid alternatives with pricing by request. WealthSpectrum is another paid option.

Verdict

Choose Stock Rover if you want deep security screening and portfolio analytics in a browser, with brokerage connections for portfolio management. Its research breadth is the main reason to choose it; the lack of trade execution and trial export restrictions are the main reasons to look elsewhere.