Why Stock Rover

Research and Portfolio Management in One Platform

For the investor who does their own work. Screen the market, weigh the evidence and see how your real portfolio is doing, all in one place. We don’t make picks and we don’t promise outperformance; we make rigorous investing faster.

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The Stock Rover dashboard: market pulse, portfolios, holdings, signals, earnings, income and news on one screen

The dashboard puts the market, your portfolios and your holdings on one screen, with signals, earnings dates, dividends and news for everything you own.
230+ready-made screeners in the library
800+metrics to screen, rank and chart on Ultimate
20 yrsof fundamentals and price history on Ultimate
14,000+North American stocks, plus 7,400 ETFs and 20,000 mutual funds
Every planlinks your US and Canadian brokerage accounts

What the financial press says

“No other website packs as much useful, context-appropriate information onto a page.”

Barron’s

Named one of the best stock screeners

Investopedia

“To Research Stocks Fundamentally And Technically, Try This Website: Stock Rover”

Forbes

“The wide range of information available makes it hard to compete with…”

American Association of Individual Investors

The dashboard

Your Whole Picture on One Screen

Open Stock Rover and the dashboard answers the first questions of the day: what the market is doing, what your portfolios did, which positions moved them and what needs your attention next. A side rail watches every holding for signals, earnings dates, upcoming dividends and news, so nothing that concerns what you own slips by.

Market Pulse

The market in one sentence for the period you choose, then the numbers: your portfolios beside the major indices, volatility, the 10-year yield, breadth and every sector.

My Portfolios

Total value and its change over your chosen period, time-weighted return against the S&P 500, and a line for each portfolio, one click from the full performance report.

My Holdings

The biggest movers ranked by dollar impact, then every position as a sortable table, a heat map or a chart against the S&P 500.

Allocation

What your holdings add up to across every portfolio, with ETFs and funds expanded into what they own: sectors against the S&P 500, style and concentration.

Your Signals

Holdings at 52-week extremes, fresh analyst actions and oversold or overbought RSI readings, surfaced without building a screen.

Your Earnings and Income

Who reports in the next seven days, with estimates and beat streaks, and the dividends headed your way with a twelve-month projection.

Insider Transactions and Analyst Ratings

Insider buying and selling, rating changes and price targets, filtered to the companies you own.

Your News, Your Layout

Headlines filtered to your holdings. Turn any module on or off with Customize and the dashboard becomes yours.

Dashboard side rail with signals, earnings, income and news for your holdings
The side rail watches what you own.

Dashboard allocation module with asset mix, sector weights against the S&P 500, style and concentration

Allocation looks through your ETFs and funds to show what you really own, sector by sector against the S&P 500.

The research half

Find Ideas, Then Check Them Properly

Skip the black-box algorithms and the stock tips. Four steps take you from 14,000+ North American stocks to a short list you understand, with the numbers checked before you risk a dollar.

  1. 1ScreenFind candidates
  2. 2CompareNarrow the list
  3. 3ChartCheck the history
  4. 4ReportRead the full story

1Step 1 · Screen

Screen the market

Start from 230+ ready-made screeners, from value, growth and dividend models to insider and analyst signals, or describe a screen in plain language and let the AI build it. Rank by weighted criteria or write your own equations to turn thousands of stocks into a short list.

Stock Rover screener library with ready-made strategies

2Step 2 · Compare

Line up the short list

Put your candidates side by side across hundreds of metrics, with grades and deciles that make the comparison readable at a glance. The Insight panel adds estimated fair value, margin of safety, six-factor percentile scores and Investor Warnings for every stock.

Stock comparison table with profitability grades, deciles and returns

3Step 3 · Chart

Check the history

Chart price against fundamentals, ratios and valuation ranges with up to 20 years of history, and benchmark stocks, ETFs and portfolios against each other on one canvas, to see whether today’s numbers are normal for the company.

Stock Rover chart of Apple against the S&P 500 over five years

4Step 4 · Report

Read the full report before you buy

Generate an eight-page, print-ready research report on any of 7,000+ stocks, current to the day, from Premium Plus. ETFs and mutual funds get the same treatment: fund reports on 7,400 ETFs and 20,000 mutual funds cover ratings, risk and income scores, the 14 closest peers by composition and nine graded Investor Warnings, with full coverage on Ultimate and a sample set on every plan.

First page of a Stock Rover research report on Caterpillar
First page of a Stock Rover fund report on the Vanguard Total Bond Market ETF

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The portfolio half

Know How Your Portfolio Is Really Doing

Your brokerage statement tells you what you own. The Portfolio Performance Report tells you how it is going and why: what changed your balance, how much of that was your own money, and which positions carried the result or held it back, in dollars and in plain English.

Portfolio Performance Report: headline numbers, a waterfall of what changed the balance, and the positions that added to or subtracted from the result

Top to bottom, the way the report reads: the headline numbers, what changed your balance, then what drove it. From there it covers IRR against time-weighted return, risk and drawdown against the S&P 500, a twelve-month income projection and a checkup of what deserves attention.

Tour the Report

Holdings heat map from the Stock Rover dashboard

Portfolio Management

Link US and Canadian brokerages for one consolidated, dividend-adjusted view of everything you own, kept current automatically. Every tier includes the analytics: correlation, Sharpe, beta, volatility and drawdown, rebalancing that outputs exact trade lists, a Trade Evaluator and Monte Carlo planning.

Learn More

Built for Your Strategy

Six solution guides show how the same toolkit serves different disciplines:

What It Costs

Plan Billed annually Per year Adds
Premium $29/mo $348 Core screening (400+ metrics), portfolios and brokerage sync, 5-year fundamentals
Premium Plus $49/mo $588 700+ metrics, equations, valuation and ratio charts, 10-year history, custom metrics
Ultimate $79/mo $948 800+ metrics, 20-year history, fund reports, real-time quotes, analyst and options detail
Ultimate Pro $149/mo $1,788 Professional limits: 1,000 screeners, 300 portfolios, 60 brokerage connections

Monthly billing available on every plan. Premium Plus and Ultimate account for most new subscriptions; Premium Plus is the most popular plan, with Ultimate close behind. Full tier detail on Compare Plans.

Who It Is For, and Not For

Built for

  • Investors who verify before they buy
  • Value, dividend and growth disciplines that start with a screen
  • Fund holders who read the fee line
  • Anyone who wants their portfolio measured with stated methodology

Not built for

  • Trading: no order routing and no day-trade tracking
  • Picks: we don’t tell you what to buy
  • Global listings or earnings-call transcripts: coverage is North American by design; our comparison pages name the tools that do that well

Prove It to Yourself

Fourteen days, every feature, no credit card. Start on the dashboard, link your own accounts, run the performance report and read a report on a stock you know well, then judge the output against what you use today.

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Weighing alternatives? How we Compare sets us against every major one by name. Tier gating and limits per the live Compare Plans table; see also plans & pricing.