Managing a portfolio well is mostly measurement: what you hold across every account, what it returns against what you could have held, what moves together, and what needs trimming back to plan. Stock Rover does that measurement at every subscription tier.
Consolidate. Brokerage integration (2 to 60 connections by tier) pulls every account into one dividend-adjusted view; CSV import covers the rest.
Measure properly. The Portfolio Performance Report states both methodologies, IRR and time-weighted return, next to risk versus the S&P 500, income, and fee drag in dollars. The Trade Evaluator scores your actual buy and sell decisions against benchmarks, answering whether activity added anything.
See what moves together. Correlation analysis shows whether ten holdings are ten decisions or one decision wearing ten tickers. Sharpe ratio, beta, volatility and maximum drawdown put numbers on the risk you are actually carrying.
Rebalance with a list. Set target allocations and rebalancing produces the exact buy and sell quantities to restore them, no spreadsheet.
Stress-test the plan. Monte Carlo simulation runs your portfolio through thousands of return scenarios for retirement-horizon planning, on every tier.
Best Portfolio Trackers compares the tracking field, including the free options. Portfolio Management documents these features in full. vs Empower covers the free-dashboard alternative.
All of them. Portfolio management, brokerage integration, analytics, rebalancing, Trade Evaluator, income projection, Monte Carlo and correlation are on every plan; tiers differ in connection counts and portfolio limits.
No. It measures, projects and computes trade lists against targets you set. Decisions and orders stay with you and your broker.
Link accounts, run the report, test the risk numbers: 14 days, full-featured.
Start Free Trial
No credit card required
Tier gating and limits per the live Compare Plans table. See also: How we Compare · plans & pricing.
