Announcing Stock Rover V12

Key Takeaway: Stock Rover V12 introduces a new Dashboard experience for all users and launches the Ultimate plan. Ultimate adds 20 years of Historical Fundamentals, standalone Analyst and Insider research tools, Percentile Screening, and an integrated Options Chain. For those who need maximum scale, Ultimate Pro delivers the same functionality with significantly higher data limits.

Introduction

We are pleased to announce the release of Stock Rover V12 and the launch of the Stock Rover Ultimate plan. The new release will be available on Sunday, May 10th.

This update adds new information layers for all users and introduces a suite of professional research tools in our new subscription tier.

While the V12 release provides enhanced market visibility through the Dashboard for all users, the Ultimate plan is designed for investors who require institutional-grade depth. It provides standalone facilities for analyst and insider activity, two decades of historical data, and advanced options tools. For users who require maximum capacity, we also offer Ultimate Pro, which provides the identical feature set of Ultimate but with significantly higher data limits for your collections.


The V12 Dashboard: Market Visibility for Everyone

The Dashboard is a core feature available to all Stock Rover users. In V12, it has been expanded to include dedicated sections for Analyst Ratings, Insider Transactions, and Crypto summaries. Regardless of your plan, V12 ensures these dedicated sections are part of your daily view.

To help you manage this information, a new Jump To: navigation control allows you to instantly skip to specific sections, keeping your workflow focused.


jump to navigation

Navigate Dashboard sections quickly with the Jump To: control.

The new Analyst Ratings and Insider Transactions summaries provide a high-level view of professional sentiment and executive conviction for all users. These sections help you spot market-moving upgrades or significant insider trades.


dashboard analyst ratings

Monitor professional upgrades and downgrades with the new Analyst Ratings summary, available in V12.


dashboard insider transactions

Track insider activity with the new Dashboard summary, a universal feature of the V12 update.

The Holdings Performance summary provides an overview of your portfolio returns. While basic summaries are available to all, Ultimate users benefit from Live Data Streaming, which ensures that prices and performance metrics update in real-time as the market fluctuates.


dashboard holdings performance

Ultimate subscribers can stream live holdings prices directly within the V12 Dashboard.

Additionally, the Crypto summary brings digital asset price action into your command center. Ultimate users benefit from Live Data Streaming here as well.


dashboard crypto

Track digital asset price action with the new real-time Crypto summary section, added for all users in V12.


Ultimate Research: Standalone Research Facilities

While V12 enhances the experience for everyone, the Ultimate plan unlocks standalone research environments for Analyst Ratings and Insider Transactions. These facilities can be detached into separate windows, providing a professional space for deep-dive analysis.

The standalone Analyst Ratings tool allows you to evaluate price targets and forward returns for specific tickers, portfolios, or your entire watchlist, identifying the calls with the highest forecasted gains.


Analyst Ratings Tool

Identify the highest forecasted returns with the standalone Analyst Ratings research tool.

The standalone Insider Transactions facility allows you to follow the trades of corporate officers and directors. Use the standalone interface to sort by transaction Value and filter by position to see exactly who is making the move.


Insider Transactions Tool

Track executive buying and selling with the Ultimate standalone Insider research facility.


New Metrics and Screeners

V12 introduces a massive expansion of our data engine, including 104 new metrics for Ultimate users and several key metrics for Premium Plus subscribers. While this update adds 40 specific metrics for tracking corporate insiders, the total expansion covers advanced options intelligence, risk ratios, and long-term performance averages.

V12 Data Reference: For a complete list and definitions of every new metric added in this release, please see our V12 New Metrics Reference guide.

Metric Browser

Access the expanded V12 dataset to enhance your quantitative analysis.

We have also added nearly 80 new screeners to the Investor Library, that are built around three primary capabilities: tracking corporate insider/analyst conviction, optimizing fund selection, and utilizing options-market intelligence. These screeners are distributed across All, Premium Plus, and Ultimate tiers to match the specific capabilities of each plan.

V12 Screeners Reference: For a complete list and descriptions of all the new screeners available in V12, please see our V12 New Screeners Reference guide.

New Screeners

Access nearly 80 new screeners utilizing V12’s expanded datasets.


Advanced Charting: Visual Intelligence

The V12 charting engine has been upgraded for Ultimate subscribers. Ultimate users can now overlay Analyst Ratings as events directly on the price chart, correlating shifts in Street sentiment with price action.


Analyst Events

Visualize professional upgrades and downgrades directly on the price chart (Exclusive to Ultimate).

Ultimate users also gain access to our new Chart Drawing Tool for custom trendlines and Custom Chart Series Colors, allowing you to define a specific color palette for any data series on the chart for a fully personalized technical workspace.


Chart Drawing Tool

Add precision to your technical analysis with the custom drawing tool.


Chart Series Colors

Ultimate users can define personalized colors for any chart data series.


20 Years of Historical Data: Deep Multi-Cycle Research

Sound fundamental research requires a long-term perspective. The Ultimate plan expands your data window to 20 years, allowing you to analyze performance and safety across two full decades of market cycles.


20 Year Fundamentals Chart

Audit company performance across two decades of historical fundamentals.

This history is also integrated into the Equation Editor, enabling Ultimate users to reference 20 periods of data for custom filters and metrics.


20 Period History in Equation Editor

Use 20-period metric history to build powerful custom filters.


Percentile Screening and Options Support

V12 introduces Percentile Screening for Ultimate subscribers, helping you quickly identify stocks and ETFs that rank among the top performers relative to the entire market across many of our 800+ metrics.


Screen Using Percentile

Identify top-ranked equities using percentile-based screening in Ultimate.

Furthermore, Ultimate users gain access to a fully integrated Options Chain in the Insight Panel, allowing for expiration-based research, contract charting, and the ability to manage options trades across your Stock Rover portfolios.


Options chain

Research and trade options directly within the V12 Insight Panel.


Ultimate vs. Ultimate Pro: Plan Limits

While the Ultimate plan offers a substantial capacity upgrade, Ultimate Pro is designed for users managing much larger datasets. The table below outlines the expanded limits available in these new tiers.

Feature Ultimate Ultimate Pro
Screeners 120 1,000
Portfolios 60 300
Watchlists 120 1,000
Brokerage Connections 15 60
Tickers in a Portfolio or Watchlist 1,000 5,000
Dashboard Portfolios 60 100
Table Rows 1,000 5,000
Views 100 500
Data Exports / Month 500 / Month 2,500 / Month
Historical Data 20 Years 20 Years

Summary

The Stock Rover Ultimate plan represents a new standard in stock research. By unlocking 20 years of history, standalone tools, and professional options support, Ultimate provides the clarity required for sophisticated investing. Additionally, Ultimate subscribers now receive Priority Hotline Support for direct assistance and access to full Premium Research Reports for thousands of stocks. For those who need maximum capacity, Ultimate Pro ensures you never hit a limit. We invite you to explore the power of Ultimate today.


Frequently Asked Questions

How can I track insider transactions for my watchlist?
While Dashboard summaries are available to all V12 users, the standalone Insider Transactions facility (Ultimate plan) provides a detachable research environment to track activity for specific tickers, portfolios, or your entire watchlist.

Do Value investors need to upgrade to the Ultimate plan?
While our Premium Plus plan remains a robust choice, the Ultimate plan offers a “Deep Value” advantage. By providing 20 years of historical fundamental data, Ultimate allows you to audit a company’s performance across two full decades of bear markets and economic cycles.

Can I screen for stocks based on their percentile rank?
Yes. The new Percentile Screening capability in the Ultimate plan lets you filter stocks and ETFs based on their rank (e.g., top 1%) relative to the entire market across many of our 800+ metrics.

Which plan includes Analyst Events on the price chart?
Visualizing analyst upgrades and downgrades directly as events on your price chart is an exclusive professional feature of the Stock Rover Ultimate plan.

Does Stock Rover support real-time crypto and portfolio streaming?
The V12 Dashboard includes holdings and crypto summaries for all users. However, Live Data Streaming for both crypto and portfolio performance is exclusive to the Ultimate plan.




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