The short version: StockAnalysis.com is the best budget research site on the market. A clean, fast interface over deep fundamentals: 130,000+ global stocks and funds, financial history reaching 10 to 40 years on its Pro plan, at $79/yr with a perpetual free tier below it.
Stock Rover costs more ($348/yr entry) and earns the difference with the working layers StockAnalysis leaves out: a screener that reaches 800+ metrics with equations and plain-language AI screener creation, brokerage-synced portfolios with a full performance report, 30-year dividend analytics with income projection, and fund research with fee and tax analytics. The full depth is the $948/yr Ultimate tier, chosen by roughly a third of new subscribers.
The one-line difference: StockAnalysis is a reference library. Stock Rover is a workshop with the library attached.
| Capability | Stock Rover | StockAnalysis.com |
|---|---|---|
| Price | $29–$79/mo billed annually | Free; Pro $79/yr; Unlimited $199/yr |
| Free option | 14-day trial, no credit card | Free tier forever, plus 60-day refund on paid |
| Coverage | North American stocks, ETFs and funds | 130,000+ global stocks and funds |
| Financial history | Up to 20 years | 10–40 years on Pro |
| Screener | 800+ metrics, equations, percentiles, historical screening | Solid filters; saving requires Pro; no equation screening |
| Plain-language (AI) screener creation | ✓ | ✗ |
| Brokerage sync (link your accounts) | ✓ every tier | Watchlists and manual portfolios only |
| Portfolio performance report (IRR & TWR, risk, income, fees) | ✓ | ✗ |
| Dividend analytics | 30-year history, streaks, forward income projection | Long dividend histories; no income projection |
| Fund & ETF research | Reports, fee & tax analytics on 7,400 ETFs + 20,000 funds (Ultimate) | Full ETF holdings on Pro; screeners; no fee-drag analytics |
| Data export | Table exports | 1 download/day on Pro; unlimited at $199 |
| Ads | None | On the free tier |
StockAnalysis pricing and gating per stockanalysis.com’s published Pro page, verified August 2026. If you spot something out of date, tell us and we’ll fix it.
StockAnalysis has done something unusual: institutional-grade data (it moved to S&P Capital IQ sourcing) presented with no clutter, at a price that embarrasses most of the industry. For looking up a company’s numbers, reading a decade of statements, or checking what an ETF holds, it may be the best value in retail investing. Its free tier is real, not a teaser, and 2026 kept adding: earnings-call transcripts with AI summaries, a mutual fund screener, and real-time streaming quotes on Pro.
Stock Rover runs $348/yr at entry and $948 for the tier with the full metric library and fund reports, against Pro’s $79. Data quality is not the difference: both platforms build on licensed institutional feeds. The gap buys three things a reference site doesn’t attempt:
1. A screener you can think in. Freeform equations across up to 800+ metrics (400+ at entry), sector percentile ranks, historical screening, and AI screener creation: describe the screen in plain language and Stock Rover finds a matching library screener or builds it. StockAnalysis’s screener filters well, but it is a filter, not a modeling tool.
2. Your actual portfolio. Link your brokerages and Stock Rover keeps a daily, dividend-adjusted record across accounts. The Portfolio Performance Report turns it into IRR and time-weighted return, risk vs the S&P 500, income projection and fee drag. StockAnalysis tracks watchlists you type in.
3. Decision-grade dividend and fund analytics. Thirty years of payout behavior, growth streaks, safety context, a forward income calendar for your holdings, and fund reports that put fees and tax efficiency in dollars.
Price, obviously, and the free tier. Global coverage: 130,000+ listings against Stock Rover’s North American universe; if you research Tokyo or Frankfurt listings directly, StockAnalysis covers ground Stock Rover doesn’t. Raw history depth: up to 40 years of statements on Pro versus 20. Simplicity: nothing to learn; the site is self-evident in a way a full platform can’t be.
Choose StockAnalysis if you want excellent fundamental data at minimal cost, hold international listings, or track your portfolio elsewhere and just need the reference layer. Choose Stock Rover if screening power and portfolio truth matter: you want to model ideas, not just look them up, and you want one tool that also reports on your real accounts. Some investors run StockAnalysis free alongside a Stock Rover subscription for the occasional international lookup; the reverse pairing doesn’t work, because nothing on the free side replaces the portfolio layer.
For reference research, yes, and it is the best in class at its price. What it does not do: equation screening, brokerage sync, performance reporting, dividend income projection, or fund fee analytics. Whether those are worth $269 more per year depends on whether you use them monthly.
If you only look up numbers occasionally, no. If you screen for ideas, hold funds, care about dividends, or want real performance reporting on linked accounts, the toolset difference is large and daily.
StockAnalysis Pro advertises 10–40 years of financial history and dividend histories reaching 50 years, deeper raw archives than Stock Rover’s. Stock Rover’s edge is what it does with the record: 30 years of payouts with growth streaks, safety context and forward income projection.
Stock Rover does, at every tier, and builds its performance reporting on your imported or synced trade history. StockAnalysis has watchlists and manual portfolios, with no broker integration.
Yes: 14 days, full feature set, no credit card. StockAnalysis has a perpetual free tier and a 60-day money-back guarantee on paid plans.
Screening, fund analytics, brokerage sync and the full Portfolio Performance Report, free for 14 days.
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This page is maintained by Stock Rover; facts were last verified August 26, 2026. StockAnalysis facts come from stockanalysis.com’s published pages. See also: all comparisons · Best Stock Screeners · plans & pricing.
