I’ve intensively tested Stock Rover and used it for over four years now to do detailed analysis of company fundamental data. The platform has immense research captabilites and advanced stock and ETF screening tools ready for investors. Be it a detailed analysis of dividend data, comparison among industry competitors, performance analysis or earnings data, Stock Rover has it all. Over 700 financial metrics are available, with up to 10 years of detailed financials and price charts for stocks and ETFs going back until its IPO.
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Stock Rover Review Test Results, Ratings, Pros & Cons
I’m greatly impressed by what Sock Rover offers in return for what it costs. The pricing lets it stand out from the competition and the massive amount of data ready for detailed analysis still amazes me. Stock Rover works on any device, since it’s web-based, you can rank stocks based on all the metrics, export data, use charting, or even do Monte Carlo portfolio simulations, rebalancing or connect all your portfolios for analysis.
My Opinion about Stock Rover
I have a really good opinion about Stock Rover. I was always fascinated by how fast the platform is, considering how much data can be analyzed. You have access to all the financial metrics for over 8,500 North American stocks, 4,000+ ETFs and even over 40,000+ funds.
I feel that they intensively hear the suggestions from their users because they continuously improve the platform user interface visualizations and add new features.
Pros
- Over 700 financial metrics for over 8,500 North American stocks
- Smart Stock Rover Quality Scores for all stocks
- Comprehensive comparison tools
- Easy-to-use and navigate
- Broker integration and portfolio management
Cons
- Only data for North American exchanges
- No real-time data
Which Stock Rover Plan Is Right for Me?
Stock Rover has three plans to choose from. Let me explain the differences in more detail.
You can begin with a free Stock Rover plan, which is simply free and costs nothing. With the free plan, you can do the basic stuff with this plan but as you know, things that are free are not packed with all benefits. So, if you like the free plan and want to enhance your screener, comparison and research experience, you can choose from three paid plans and one add-on product.
Stock Rover Pricing
In all paid plans, you always have access to all stocks, ETFs and funds, and you enjoy an ad-free experience when using Stock Rover. The differences between the plans are the available financial metrics, the data history and some features.
The Essentials Plan is Stock Rover’s entry plan. It comes with 275+ financial metrics and 5 years of detailed financial historical data. You can connect your brokerage accounts, create watchlists and enjoy text and email alerts.
The Stock Rover Premium Plan is the most popular one and comes with 375+ financial metrics and even 10 years of detailed financial historical data. With the premium plan, you can use the portfolio analysis feature, conduct future dividend income projections, correlation analysis or use Monte Carlo simulations and rebalancing tools. In case you have multiple monitors, well the Premium Plan has multi-monitor support to make your user experience even better.
Finally, the third plan, the Premium Plus subscription, is the ultimate plan, and it gives you access to the most comprehensive pool of financial metrics. You can use all 700+ metrics and even create your own custom metrics, use the historical data screening feature, conduct equation screening, and get access to valuation and ratio charts. A big plus of the Premium Plus plan is the extra 180+ ETF screening metrics, the detailed stock ratings, the calculation of fair value and the margin of safety of a stock, and access to the current and actual stock scoring.
Pricing Tiers
You can either pay month by month, pre-pay for one year, or pre-pay for two years.
| Stock Rover Plans | Essentials | Premium | Premium Plus |
|---|---|---|---|
| Price Monthly Plan | $7.99 | $17.99 | $27.99 |
| Price Annual Plan | $79.99 ($6.76/month) | $179.99 ($15.00/month) | $279.99 ($23.33/month) |
| Price 2-Year Plan | $139.99 ($5.83/month) | $319.99 ($13.33/month) | $479.99 ($40.00/month) |
Personally, I have access to the Premium Plus plan, but that does not mean, that you need that too. The costs for the plan should be in good ratio to your portfolio size and the expected benefits of using Stock Rover.
I also have access to the add-on product called Research Reports.
Using the Research Reports is entirely optional. If you subscribe to a Stock Rover annual plan, the Research Reports cost $49.99 per year. If you are on a monthly subscription, the Research Reports cost $99.99. I’ll explain the reports later in the review.
Stock Rover Discounts
The longer you pre-pay for a Stock Rover subscription, the higher the discounts you get. For example, let’s say you use Stock Rover Premium Plus. It costs $27.99 if you pay month by month. If you pay 1 year upfront, you get a discount of 2 months and access the platform for 12 months for the costs of 10 months, so $279.99 per year, which equals $23.33 per month. If you go even a step further and pre-pay for two years, then you pay $479.99 upfront, which equals $20 per month.
Find Great Stocks with Stock Rover
Stock Rover has integrated value scores, which are super helpful when it comes to stock picking based on factors like the value of a company and growth rates.
In addition, Stock Rover consolidates the most important financial metrics in its own scoring, called the Stock Rover Ratings, which makes it easier to find stocks that are in a financially healthy state.
You can also analyze thousands of stocks based on the values you like the most. Choose between categories like analyst estimates, balance sheet, cash flow, current returns, dividends, profitability, and valuation.
Let’s say you want to find high-growth stocks, simply select the screener, select the Scores tab, and sort the column Growth Score descending. Now you have the stocks with the highest growth at the top.
You now can go through the list, click on the stock symbol and see the charts, valuation metrics of the company, company profies, more scores, news, etc. You can also do further due diligence by checking the latest income statements, balance sheets, cash flow metrics, filings, etc.
I don’t know any software that does all this as efficient as Stock Rover.
Pre-Defined Stock Screeners
Do you have to start from scratch? No, you don’t. Sure, if you know what metric you are looking for and which one you want to rank stocks against, you are free to do so.
Alternatively, choose one of the integrated pre-defined sock screens. There is a Warren Buffet-inspired screener called Buffettology, you can choose Large Cap Growth Stocks with Momentum, go for Fair Value investing, Capital Efficiency, Strong Buys, Small Cap Growth stocks, or even rank based on the Piotrosky High F-Score.
And if this is not enough, and you don’t want spend too much time figuring out your own screener under My Screener, you can choose Library in the left navigation and then select one of the screeners other users created. Those are sortable by name, creator and the last modified date of the screener.
Portfolio Tools
As a Stock Rover user, you can (but you don’t have to) connect your brokerage accounts. If you do, you can see your entire portfolio balances within Stock Rover, and from here, you can do an extensive portfolio analysis. You can project the future income of the stocks in your portfolio based on earnings estimates, conduct future simulations, or even do rebalancing from this one central point.
Stock Rover Charts
You can ask 10 investors about their opinion about charts and you get 10 different answers. Some don’t do any charting, some are charting enthusiasts, and some are in the middle. I like charts because they greatly visualize the metrics I choose. The most classic, for sure, is the price chart. And Stock Rover also has those price charts. You can use the charts to compare stocks with each other about their performance, but you can also compare metrics using the Stock Rover charts. This is pretty cool. In addition, Stock Rover has its own charting types, like the Football Field, where you see the scoring of various key financials classified from dark green over neutral to dark red.
Stock Rover Research Reports
The research reports are great for people like me who still like a bit the old school methods of stock analysis known from a printed paper magazine. If you right-click on your stock symbol, you see the option Research Report. Now, a PDF file opens which consists of 8 pages full of the most important financial metrics.
This is pretty cool. Let’s say you have 10 stocks in your portfolio and you download 10 Research Reports. Now you can quickly go over it to evaluate if the company and the stocks you own are still in good condition, be it from the price trends, returns, analyst ratings, relative performance to the leading index like the S&P 500, check monthly seasonality, get the dividend details, etc. You can, for example, download the report at the end of every month and archive the PDF files for later reference.
Yet, you don’t have to use the Research Reports, you find all this information also within the Stock Rover web-based platform.
Summary
Stock Rover is a great tool for investors who mainly have buy-and-hold investing in mind. The comprehensive set of financial metrics (700+), immense data history, and great data visualization make it an excellent choice, especially due to the fair pricing.
Integrated tools like portfolio integration, rebalancing from one platform, future income simulations, or tools like the earnings calendars are solid features that add greatly to the immense analysis capabilities.
How Stock Rover Compares
When I compare Stock Rover to the other stock screeners I use, it becomes clear who the platform is for and for whom it is not.
Stock Rover is an excellent choice for investors who focus on North American markets (stocks, ETFs, mutual funds) and who want to invest, not trade.
Here is how Stock Rover compares to similar trading tools:
- Finviz surely comes the closest to what Stock Rover offers, but yet is different. Finviz also has extensive financial metrics, you can download tons of data, you have more interactive charting features with Finviz Elite than you have with Stock Rover, and you have intraday time frames.
- TrendSpider is the top choice for technical analysis and also charting of U.S. listed stocks and ETFs, futures, forex and crypto. They also have greatly visualized financial metrics to each chart, but no stock scoring that Stock Rover has.
- TradingView is the likely most-used charting platform in the world (besides broker-integrated charting tools). The biggest benefit of TradingView is the access to international data, from Europe to Canada, to Asia, all data is available, from minute real-time data to monthly time frames.
- Trade Ideas is the top choice for day traders. The platform comes with real-time trade alerts, automated trading, the Money Machine, the AI-trading signals and more.