Stock Rover review: Investment research and portfolio analysis for active traders

Overall rating

Is Stock Rover right for you?

Stock Rover is an investment analysis platform offering stock screening, side-by-side stock and ETF evaluations, research reports, personal portfolio analysis, and more.

The company offers a free plan, but it also has three other plans - Essentials, Premium, and Premium Plus - that could be ideal for more advanced traders.

Stock Rover doesn't have mobile apps, but its website is compatible with iOS, Android, and Windows tablets.

Not sure if Stock Rover is right for you? Keep reading to see how it stacks up against other investment platforms.

How does Stock Rover compare?

Stock Rover, MarketGrader, and Front all offer a range of investment tools for research-oriented traders. MarketGrader and Stock Rover are similar in that both provide investment research for traders.

MarketGrader costs more per month, but it gives you access to investment analysis on more than 35,000 stocks around the globe. You pricing is based on your region (you'll pay $100 per month if you're in the Americas), but you can also go global to access stock data in 90+ countries.

Front, however, is a more suitable option for newer active traders looking to combine community-like investing features with stock analysis. But Stock Rover could be a great choice for advanced traders in search of a vast suite of low-cost investment analysis tools.

How to use Stock Rover

Portfolio management

Stock Rover is best for active traders who want to inform their trading decisions with professional analysis. Its portfolio management offering allows you to import your investment portfolio by connecting your brokerage account to the platform (Stock Rover says it supports 1,000+ brokerages).

Your 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:

The Essentials plan gives you access to 8,500+ North American stocks, 4,000 ETFs, 260+ financial metrics, five years of financial history for companies, portfolio management, and more. With the premium plan, you can access everything in Essentials, plus 90 additional metrics, 10 years of financial history, trade planning and rebalancing tools, and prioritized email support.

The Premium Plus plan gives you access to everything in the Premium plan, along with 650+ metrics, historical screening, and top priority email support.

Once you link your brokerage account, Stock Rover provides automatic portfolio reports, portfolio analytics for both your individual investment positions and entire portfolio, stock alerts (it sends text message or email alerts for things like price changes), portfolio rebalancing support, trade planning support, and correlation analysis.

It says its correlation analysis feature shows the correlations between ETFs, stocks, indices, and portfolios.

Screening strategies

Stock Rover's screeners let you review thousands of stocks and ETFs to find the investments that best fit your risk tolerance and goals. Not only can you filter investments across hundreds of metrics, but you can also sift through more than 130 pre-built screeners in the Stock Rover library.

Stock-and-ETF comparison

You can also compare stocks and ETFs side by side, thanks to Stock Rover's comparison tool. The tool, called the Table, compares any stock or ETFs you enter and organizes each one, according to factors like dividends, historical returns, valuation, and more.

In addition, you can use Stock Rover's Insight panel to access company news, financial statements, cash flow, earnings transcripts, and analyst ratings. Plus, you can receive reports on more than 7,000 stocks with a Research Reports subscription.

Stock charting

Stock Rover's stock charting tools are ideal for those who want to compare their individual portfolios 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 give you the option to chart more than 100 metrics, including the price-to-earnings (P/E) ratio.

Is Stock Rover trustworthy?

Personal Finance 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 appears to be clear of any major public scandals or lawsuits. Still, it's important to do your own do diligence on each company you're considering, whether or not it has a profile with the bureau. The BBB's ratings don't guarantee performance or reliability, so you'll want to make sure you're comfortable with the company you've chosen.