Verdict: Stock Rover is the most capable research-plus-portfolio platform at retail prices: 800+ screening metrics, up to 20 years of fundamentals, 30 years of dividend data, fund reports on 7,400 ETFs and 20,000 mutual funds, and brokerage-synced performance reporting from $29/month billed annually.
It is not for everyone: day traders, chart-first technicians, global small-cap hunters and investors who want human-written analysis should read the “who shouldn’t buy” section below, where we name better tools for each.
A web-based research and portfolio platform for US stocks, ETFs and mutual funds. The workflow: screen with up to 800+ metrics (equations, percentile ranks, historical screening), research with deep fundamentals and scores, then link your brokerage accounts and measure the result with a full Portfolio Performance Report: IRR vs time-weighted return, risk vs benchmark, income projection, and fund fees in dollars.
| Plan | Monthly | Annual (per month) | Adds |
|---|---|---|---|
| Premium | $34 | $348/yr ($29/mo) | Core screening (400+ metrics), 5-yr history, portfolios + brokerage sync, alerts |
| Premium Plus | $70 | $588/yr ($49/mo) | 700+ metric library, equation screening, ratio charts, 10-yr history |
| Ultimate | $99 | $948/yr ($79/mo) | Fund reports (7,400 ETFs + 20,000 funds), 800+ metrics, 20-yr history, Investor Warnings, priority data |
| Ultimate Pro | $199 | $1,788/yr ($149/mo) | Advisor/professional multi-client reporting |
Trial: 14 days, every feature, no credit card. There is also a limited free plan.
Screening depth no retail rival matches (800+ metrics, equations, percentiles, historical). The portfolio layer: brokerage sync at every tier and reporting most tools reserve for advisors. Fund research at retail prices ($79 vs $209+ at Koyfin Advisor, $249/yr at Morningstar for less screening). Data density per dollar: the entire research stack for less than one losing trade a year.
US-focused: no global exchanges, FX or macro terminals. No earnings-call transcripts. Charting is utilitarian: built for research, not trading; TradingView keeps that crown. Learning curve: the power shows up as density; expect a weekend before it feels fast. No human-written analysis: the reports are data-generated.
Day traders and technicians: use TradingView. Global macro watchers: use Koyfin. International small-cap researchers: use TIKR. Investors who want opinions to read: use Seeking Alpha, or pair it with us. Complete beginners may prefer Simply Wall St for a year first.
Self-directed US investors with real portfolios, especially dividend investors (the 30-year histories), fund holders (the fee audit routinely pays for the subscription), retirees planning income, and anyone consolidating research + portfolio tracking into one subscription.
If you research US stocks or funds and hold real portfolios: yes; $348–$948/yr replaces a screener, a fund-research service and a portfolio tracker. If you trade charts or need global coverage, the tools above serve you better; we link them throughout.
Yes: a limited free plan, plus a 14-day full-featured trial with no credit card.
Yes, at every paid tier; holdings sync daily and feed the Portfolio Performance Report.
Verified August 23, 2026; pricing, features and screenshots reflect the current release. Stale third-party reviews are the reason this page exists.
The best way to judge Stock Rover is to run your own portfolio through it.
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See how we stack up tool by tool: all comparisons · the Portfolio Performance Report · plans & pricing.
