Stock Rover is an advanced stock screener and research tool that's great for access to free or paid portfolio analysis and market screening tools. You can uncover potential trading opportunities through the platform's extensive market research on various investible securities, generous analysis ratings, and thousands of stock and ETF reports.
Pros and Cons
Stock Rover Pros
- $0 fees and a $0 minimums for a standard Stock Rover account
- Can connect external brokerage accounts to receive portfolio analysis
- More than 130 pre-built screeners that let you analyze thousands of stocks and ETFs
- Research reports available for more than 7,000 stocks
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
Open an Account
$0
$0
N/A
- Free plan option
- Advanced charting, pre-built screening, and reports on 7,000+ stocks
- Connect an external brokerage account for portfolio management and data analysis
- Advanced charting tools, data-tracking, and research reports are not suitable for beginners
- Doesn’t offer trades or asset storage
- Limited customer support
- 14-day free Premium Plus trial
Compare Stock Rover
$0 ($1 to start investing); $5 fractional shares; $2,000 for margin trading
0% for active trading and automated investing
Get up to $2,000 in stock when you fund a new account.
- No account minimum
- No account or trading fees, and low fees to own funds
- Access to Certified Financial Planners
- IPOs available
- SoFi 1% IRA match
- No tax-loss harvesting, an advanced investing technique where you sell a stock or mutual fund at a loss for a tax benefit
- No option for stop-loss orders when actively investing. SoFi's active investing account only uses market orders
- Currently only available to US residents
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- Promotion: Get up to $2,000 in stock when you fund a new account. (Offer ends 4/1/25)
- 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)
- Free stock, option, ETF, and cryptocurrency trades; 0.01% APY on uninvested cash for non-Gold users and 4.00% for Gold members
- IPO investing available
- Cash management accounts available
- Website is easy to navigate; advanced charts for all users
- Lack of investing research and trading tools; can only take advantage of professional research if you're a Robinhood Gold member
- No joint accounts, education savings accounts, or mutual funds
- 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.
$1 ($500 for automated investing)
$0 for stock trades. 0.25% for automated investing (0.06% to 0.13% for fund fees)
- Low annual fee for investment accounts; crypto trust investments available
- Tax-loss harvesting, portfolio lines of credit, 529 college savings plans available
- Cash account
- Mobile app and investing and retirement tools
- You need at least $100,000 to utilize additional investment strategies
- No human advisor access
Wealthfront is one of the best robo-advisor options if you're in search of low-cost automated portfolio management, and one of the best socially responsible investing apps for features like tax-loss harvesting, US direct indexing, and crypto trusts.
Wealthfront- Consider it if: You're balancing several goals and want to streamline your finances.
- Promotion: Fund your first taxable investment account with at least $500 in the first 30 days of account opening and earn a $50 bonus.
Stock Rover 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. 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.
How Stock Rover Works
Stock Rover supports more than 1,000 external brokerages. Once you link your brokerage account, Stock Rover provides 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.
Stock Rover's Free plan provides data on over 8,500 North American stocks, 4,000 ETFs, and 40,000 mutual funds. Additional free features include flexible charting capabilities, a detailed portfolio dashboard, daily analyst ratings, an informative market dashboard, and an earnings calendar.
Here's how Stock Rover's subscription plans compare:
- Essential Account: This plan option offers fully customizable financial views, comparison tables, over 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 over 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 indices, portfolios, and watch lists.
- Premium Plus Account: This plan option has over 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. Not only can you filter assets across hundreds of metrics, but you can also sift through more than 140 pre-built screeners in the Stock Rover 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
Thanks to Stock Rover's comparison tool, you can 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 are ideal for those who want to compare their 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 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 or not they have benefitted 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.
Stock Rover 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.
Stock Rover 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 appears to be clear of any major public scandals or lawsuits.
Stock Rover Alternatives
Stock Rover vs. 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, however, 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 preferred for index investing as it offers a huge lineup of global equity indexes tracked through its Smart Beta Index resources.
Stock Rover vs. 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: How We Reviewed Stock Rover
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 0 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 | 4.25 |
| Account features | 5.00 |
| Access | 4.00 |
| Customer support | 3.50 |
| Ethics | 4.00 |
| Overall score | 4.22 |
Stock Rover 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, ETFs, and more. It also offers seamless brokerage integration, hundreds of financial metrics, customizable charts and screeners, and current and historical stock scoring.
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. Stock Rover easily integrates with more than 1,000 external brokerage platforms. The free version provides powerful portfolio management and charting tools, but you can unlock even more with one of Stock Rover's competitive 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. Depending on your plan, you can pay as little as $7.99 per month or as much as $27.99 per month. 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 suitable for both novice and experienced investors as it offers a range of subscription plans with varying degrees of research and charting technology. Beginners can use Stock Rover's free or Essential subscription plan to access basic screening tools and research to help manage their portfolios. Experienced investors will benefit from Stock Rover's Premium and Premium Plus plans for a wider range of advanced charting tools, custom screeners, and in-depth market research.
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.
Sofi Active Invest: Investments are not FDIC-insured - Are not bank-guaranteed - May lose value - Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA(www.finra.org)/SIPC(www.sipc.org).
Must be a SoFi Plus member at the time a recurring deposit is received into your SoFi Active or Automated investing account to qualify. Bonus calculated on net monthly recurring deposits made via ACH and paid out as Rewards Points. See Rewards Terms of Service. SoFi reserves the right to change or terminate this promotion at any time without notice. See terms and limitations. https://www.sofi.com/sofiplus/invest/#disclaimers.
SoFi Plus members can schedule an unlimited number of appointments with a financial planner during periods in which the SoFi Plus member meets the eligibility criteria set forth in section 10(a) of the SoFi Plus Terms and Conditions. SoFi members who are not members of SoFi Plus can schedule one (1) appointment with a financial planner. The ability to schedule appointments is subject to financial planner availability. SoFi reserves the right to change or terminate this benefit at any time with or without notice. Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth's advisory operations, services, and fees is set forth in SoFi Wealth's current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.
Customer must fund their Active invest account with at least $50 within 30 days of opening the account. Probability of customer receiving $2,000 is 0.028%. See full terms and conditions at https://www.sofi.com/greenintwoterms/.
