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Investment Data

Stock Exchanges Stock Rover provides detailed information on over 10,000 stocks listed on the NYSE, NASDAQ, and Toronto Exchanges.
ETFs Stock Rover provides detailed pricing, composition and expense data on over 3000 ETFs, including Morningstar star ratings.
Mutual Funds Stock Rover provides detailed pricing, composition and expense data on over 40,000 mutual funds, including Morningstar star ratings.
Available Metrics Stock Rover provides many financial, operational, pricing and performance metrics. Metrics cover areas such as growth, profitability, financial strength, capital efficiency, price performance, momentum, dividends, analyst ratings, industry and sector decides, and many more, including advanced metrics such as the Piotroski F-Score and the Altman-Z score. Click here for a full list of our metrics.	240+	360+	500+
Historical Data The maximum historical period over which pricing, financial and fundamental data in the table or chart can be viewed.	5 Years	10+ Years	10+ Years

Key Product Capabilities

Dynamic Table Stock Rover's provides a dynamic spreadsheet like table that allows for easy comparison of any group of stocks, ETFs or mutual funds across many different measures. The power of Stock Rover's table must be experienced to be fully appreciated. The table comes pre-populated with a set of views, each containing a set of financial metrics. These can be easily customized to suit your needs—just add, remove, or rearrange columns, or create completely new views from scratch.
Charts Stock Rover comes with a powerful charting package that provides the ability to chart stocks, ETFs, funds, indices, benchmarks as well as macro objects such as screeners, portfolios and watchlists. There are many fundamental and technical charts available, as well as chart modes such as logarithmic, candlestick and dividend adjusted return.
Insight Panel with In-Depth Financials Stock Rover's Insight Panel is home to detailed fundamental data, financial statements, analyst ratings, company news, earnings transcripts and much more.
Markets Markets is our daily financial news site designed to complement our signature Stock Rover research platform with real-time summaries, stats and news for U.S. and world markets. Key indices, stocks, ETFs, bonds and commodities are all covered in depth. Plus get comprehensive market and company news from a variety of user configurable news sources.
Ideas Want some fresh investing ideas? Head to the Stock Rover ideas panel. Updated regularly with investment articles and stock screeners that embody many different stock selection strategies, including favorites like growth, valuation, momentum as well as more esoteric ones like quality, magic formula or bargain hunters.
Earnings Calendar Know which companies are going to announce earnings when with Stock Rover's flexible and easy to use Earnings Calendar. Select Day, Week or Month View. View companies sorted by ticker or market cap.
Screening Find the investment candidates that fit your personal investing strategy with Stock Rover's powerful and easy to use Stock and ETF Screening Facility.	Stock Screening	Stock and ETFs, Ranked Screening	Stock and ETFs, Ranked Screening, Equations
Alerts Get alerted in real time when anything of interests happens to any ticker you are interested in. Alerts can occur for anything from % price changes beyond a threshold, price levels being reached and unusual trading volume to events like certain P/E levels being reached or an upcoming earnings announcement. Alerts are sent via text and/or email.	Tickers	Tickers, Portfolios, Watchlists, Indices	Tickers, Portfolios, Watchlists, Indices
Advanced Portfolio Analytics Get detailed portfolio analytics including risk adjusted return, volatility, beta, correlation, Sharpe Ratio, component performance and much more.
Correlation Analysis Correlation analysis is a tool for diversifying your portfolio—weakly correlated assets provide the only “free lunch” in investing. Stock Rover provides the ability to determine the correlations between stocks, ETFs, indices, and even portfolios and watchlists over any date range. Learn more about using correlation analysis.
Portfolio Rebalancing Define the desired balance for each of your portfolios at the sector and individual stock level. Then monitor drift from ideal balance over time. When drift exceeds your threshold, generate the list of trades that will bring the portfolio back into balance. See more on portfolio rebalancing.
Trade Planning Test potential trades and then compare your new model portfolio vs. your actual portfolio across many key risk, performance and sector balance metrics. Explore the Trade Planning facility.
Stock Ratings Our unique stock ratings facility distill complex historical data into percentile performance grades for stocks vs. their peers in key areas such as growth, valuation, efficiency, financial strength, quality, dividends and momentum. An overall grade is rendered for each stock, making it easy to evaluate and compare different investment opportunities.
Portfolio Health Analysis The Portfolio Health Analysis facility evaluates the composition of portfolios, determining performance and risk characteristics, showing the components that are helping and hindering performance and giving indications on how to improve the portfolio performance and risk profile.

Additional Product Features

Investor Library The Investor Library is a free online repository of screeners, portfolios, including guru portfolios, watchlists, views, custom metrics, and research links. Items in the Investor Library can easily be imported into your Stock Rover account.
Data Export Export current and historical table data to external programs such as Excel™ spreadsheets.
Auto Refresh Set up auto refresh to have Stock Rover automatically refresh the table with the most recent intra-day prices at regular periods (1, 5, or 10 minutes) rather than waiting until the user takes the next action in the product.
Detachable Panels/Multi-Monitor Support The ability to detach panels from the main Stock Rover application and display as an independent window on the same or separate monitor. The Insight Panel, Charts, Earnings Calendar, Ideas Panel, Portfolio Analytics, Portfolio Rebalancing and the Correlation Matrix are all examples of panels that can be detached.
Grouping for Portfolios, Watchlists and Screeners The ability to create groups within your Portfolios, Watchlists and Screeners. For example, portfolios could be grouped by investment accounts and retirement accounts. Screeners could be grouped by stock and ETF screeners.
User Defined Tags Add a tag to tickers for quick reference or for a personal cataloging system. Rows can be grouped by tag for comparison.
Color Coding Color rows in the table for temporary highlighting or to create your own cataloging system. Rows can be grouped by color. Color columns to highlight key metrics in a table.
Integrated Note-Taking Keep track of your ideas and articles of interest using Stock Rover’s integrated notes facility. Notes are time-stamped and searchable, and they can be popped out of the Stock Rover window so that you can keep them open as you work in other parts of the program. Stock Rover also has a separate quick comment facility. Comment on a stock, ETF or fund and see the comment listed in the table for quick reference or edit.
Custom Metrics Custom Metrics allow you to create you own financial metrics and have them integrated into Stock Rover as if they were built into the product. They are easy to create and are quite powerful, as they can source current or historical data from any of the over 500 existing metrics in Stock Rover.

Charting

Image Export Create a chart that you like in Stock Rover? One click saves it as an image that you can use anywhere. In email, documents, blogs, spreadsheets...
Fundamental Metrics Chart fundamentals alongside your price chart for perspective on a company's financial and operational performance over time. See how fundamental metrics affect price and visa versa. Examples of fundamental metrics are Price / Earnings, Price / Book, Debt / Equity, Gross Margin etc.	6	Hundreds	Hundreds
Chart Multiple Metrics Together “Metric Packages” allow you to bundle multiple fundamental metrics together to see them charted simultaneously. For example, charting sales and net margin together can be very illuminating towards the performance of a company.

Screening

Stock Screening Create screeners using all the available Stock Rover financial metrics to create powerful screeners that find the investment candidates you want.	200+ Metrics	300+ Metrics	400+ Metrics
ETF Screening Use Stock Rover's powerful ETF screener to find the ETF candidates that match your investing criteria from a universe of over 3000 ETFs.
Ranked Screening Weight criteria in your screener to generate a score and rank of passing stocks. Stock Rover’s ranked screening gives you control and flexibility to help you find stocks that best match your investing goals. Weights on different criteria can also be applied to score and rank the stocks in your portfolios and watchlists. See how ranked screening works.
Screen on Historical Data Use historical data, such as last year’s EPS, last quarter's free cash flow, or ROE in each of the last 5 years, to set up robust screening criteria that finds stocks that have performed to your standards over time.
Screen with Custom Equations Want something more complex to find your ideal investment candidates? The freeform equation facility lets you go beyond simple filters to create anything you want. For example, find stocks whose Return on Invested Capital this year is at least 3% over the last 5 year average. Custom equations, along with access to historical data, takes screening to a whole new level in Stock Rover.

Maximums

Brokerage Connections The maximum number of different brokerage houses that Stock Rover can automatically pull portfolios from. Note multiple portfolios can be pulled from a single brokerage house on a single brokerage connection.	2	3	6
Portfolios The maximum number of portfolios you can maintain in your account.	10	25	60
Watchlists The maximum number of watchlists you can maintain in your account.	10	25	60
Screeners The maximum number of screeners you can maintain in your account.	15	25	60
Views The maximum number of views you can maintain in your account. Each view is a separate tab in the table and consists of a set of columns (metrics). For example there may be a "Dividend" view or a "Returns vs. the S&P 500" view. Stock Rover ships with a robust set of default views that can be augmented and customized as desired.	15	25	60
Tickers in a Portfolio, Watchlist or Quote List The maximum number of tickers the can be stored in a single portfolio, a single watchlist or the quote list, which is a dynamic set of tickers that are of interest.	100	250	600
Rows in the Table The maximum number of rows that can be viewed in the table. Datasets that exceed the maximum will be split onto multiple pages. Examples of datasets are portfolios, watchlists, screeners, indices and user quote lists.	100	250	600

Experience

Ad-Free Experience Guaranteed Ad-Free Experience in Stock Rover.
Technical Support Receive individualized email support from Stock Rover's highly experienced and responsive technical support team. Support hours are Mon - Fri, 9AM to 5PM ET.		Prioritized	Top Priority
Hotline Support Speak to one of our highly experienced support staff with prioritized hotline support via our toll free hotline number.		$50 / year	$50 / year

Pricing

Premium Plans Stock Rover has three paid premium plans: Essential, Premium and Premium Plus. Each plan has a monthly, yearly and two year pricing option. All premium subscriptions come with free, responsive email support.	$7.99 / month $79.99 / year $139.99 / 2 yr	$17.99 / month $179.99 / yr $319.99 / 2 yr	$27.99 / month $279.99 / yr $479.99 / 2 yr
Sign Up Here Sign up here for one of our premiums plans. Note that Stock will never redistribute any email or personal information to any third party.	Essentials Sign Up	Premium Sign Up	Premium Plus Sign Up