Stock Rover Review

Stock Rover costs will depend on your subscription level. The platform offers three paid options, each with a discount if you enroll for a year or two rather than monthly:

Stock Rover also offers a Free plan with limited capabilities. When you first enroll, you get a 14-day free trial period to test out all the plans. There were a couple of features I appreciated about the trial.

First, I didn’t need to provide my credit card information, which made the enrollment process a breeze. All I needed was my name and email. Second, the trial account lets you switch between all four account options, ranging from Free to Premium Plus. That truly let me decide which paid version best fit my needs.

You can also buy Stock Rover Research Reports for an additional fee, providing detailed information on thousands of stocks. It costs $49.99 per year if you have a one-year or two-year Stock Rover subscription, or $99.99 per year with no subscription.

Free plan

Stock Rover’s free plan lets you track the performance of your portfolio. On the dashboard, you can view price charts, market news, and comparisons against the broader market. You can also access more detailed information about specific stocks and funds, including news, financial data, analyst ratings, and performance compared to similar peers.

With a free subscription to Stock Rover you can easily view your portfolio to track pricing and the broader market.

With a free account, you have limited access to Stock Rover’s charting tool. Additionally, you can’t use Stock Rover’s screener or other portfolio analysis tools. The free plan also has ads.

If you’re looking to collect ongoing market news and financial data, the free plan could be a nice option, but it doesn’t offer much for hands-on portfolio research.

Essentials

An Essentials subscription opens access to Stock Rover’s screener. This plan includes over 275 metrics that you can use to filter potential investments, such as returns vs. sector, earnings per share (EPS), and trading volume. With an Essentials subscription, you can screen data from the past five years.

With Stock Rover's Essentials plan you can view metrics like probability and gross margin along with over 275 other metrics.

The Essentials subscription is a nice introduction to Stock Rover, but it felt like a bit of a tease. The majority of the screener criteria are blocked. They appear on the screen, but you can’t click them.

While I understand why Stock Rover does this as a business, it was a little annoying as a user. Still, if you’re looking for a low-cost screener, Essentials handles the fundamentals well.

Premium

With the Premium subscription, you can use an additional 100 filters for the screener, bringing the total to over 375. In addition, you can screen data from the past 10 years.

Besides the screener upgrade, you can access Stock Rover’s portfolio analysis and research tools, including correlation analysis of investments in your portfolio, dividend income predictions, suggestions for portfolio rebalancing, and Monte Carlo Simulations.

With Stock Rover's Premium plan you can conduct Monte Carlo Simulations to view the probability of different investment outcomes.

I found these tools helpful, especially for a larger portfolio with many investments. For example, the correlation analysis identified several stocks that were highly correlated, meaning their historical prices followed very similar patterns. Two had a score of 0.82 over the past three months, close to the maximum of 1 for perfect correlation. That potentially created unnecessary volatility in my portfolio, which could be mitigated through increased diversification.

Premium Plus

The most expensive Premium Plus plan unlocks all available screeners at Stock Rover, totaling over 700. These criteria bring in more professional advice and feedback. For example, you can screen based on analyst ratings and predictions, such as a minimum number of analysts who give a stock a Strong Buy rating.

With the Premium Plus subscription, you can write in a goal or target equation, and the platform suggests screeners. For example, I started writing in “1 month return versus industry”, and it gave me ideas. I thought this would help if I had a strategy in mind, but I wasn’t quite sure what screener was appropriate.

Stock Rover's equation screener let's you enter in an equation and get results on possible investment ideas.

Stock Rover packs a ton of information and investment research tools into its platform. While it’s primarily known for its screener, you also receive many other valuable features depending on your subscription tier.

Screener

Stock Rover’s screener is available for all paid subscriptions. The more expensive the plan, the more criteria you have available.

I was impressed with the sheer volume of possible screeners. I also liked how Stock Rover gave clear definitions for each one, including examples of possible ranges to target, such as 15.1% as a sample target range for a 5-year EPS Growth Estimate.

While I appreciated the volume of financial information, I found the screener a little clunky to use. For example, after creating a list of target investments, I set them up in a table format to view everything. From there, it puzzled me how to return to the screener itself to refine my search. Eventually, I was able to retrace my steps, but the troubleshooting took time.

Portfolio analysis tools

You can sync your broker and existing portfolio directly to Stock Rover for analysis. I found the process quicker and easier than on other platforms; all I had to do was log in to my Robinhood account, and the real-time data was available.

I believe these tools provided valuable insights into my strategy. For example, I liked being able to forecast my future investment income, based on a target portfolio. I can see that coming in handy if I were trying to live off my investments, such as in retirement.

Stock Rover lets you calculate future projected incomes for value and growth.

Watchlists, alerts, and warnings

You can set up investment watchlists on your Stock Rover account, which will track performance, news, ratings, and other information about investments you have an eye on.

On each paid subscription plan you can also receive Investor Warnings about each investment. This feature called my attention to factors I don’t usually consider when buying stocks. For example, one stock I was researching warned me that the Goodwill on the balance sheet was high, possibly from overpaying for recent acquisitions, and this could be a drag on future earnings.

Stock Rover gives you warnings and explanations when an investment is low or high risk.

You can also set up text or email alerts when a target investment meets or falls below a specific criterion, such as a price change, volume, or dividend yield.

Stock Rover lets you set up email or text alerts for price increases or decreases.

Market news, stock ratings, and research reports

Stock Rover offers a wealth of information to users, including those on the free plan. The dashboard brings up market news and performance, and you can access the financial information for each stock and fund, along with ratings from Stock Rover itself.

I appreciated that Stock Rover provides weekly ideas for investors, including screeners that could be worth using.

For more information, you can pay for the Research Reports. These could be helpful if you’re looking for a deeper dive on your investments, especially since the cost of reports is considerably less than a Morningstar subscription.

For an additional charge you can receive Stock Rover research reports for your investments.

Charting

Stock Rover also provides charting, including a stripped-down version on the free account. The higher your tier, the more capabilities you can get.

The charts provided some interesting information. For example, I appreciated being able to plot the market price of a stock relative to its earnings per share, a type of fundamental analysis that can indicate whether an investment is under- or overvalued.

Stock Rover allows you to view cap value, along with other metrics in its charting tool.

That said, the charting tool felt like an afterthought compared to the other tools. It wasn’t as easy to add information or compare multiple investments.

Stock Rover does have a learning curve for new users. There’s a lot of information and different features to sort through, and moving from section to section didn’t always feel intuitive to me.

For example, the screen would get crowded at times with all the different information from the screener tables, charts, insights, and my portfolios. There were multiple times during my Stock Rover review where I felt lost and couldn’t figure out how to retrace my steps.

Stock Rover has taken steps to simplify and improve ease of use over the past year. For example, you can now switch to a simplified view with one click, featuring fewer tabs and items on the screen. That’s a step in the right direction. However, I once accidentally wiped out most of the tool shortcuts on the left side, and it took some time to figure out how to get them back.

While Stock Rover has training videos, it would be nice if it provided more on-screen guidance. Customer support is also limited to emails only unless you are on the yearly or two-year Premium or Premium Plus plans. For an additional $50 per year you can access prioritized hotline telephone support.

Is Stock Rover worth it?

Stock Rover offers a depth of tools for investors at a very reasonable price. Even its most expensive Premium Plus subscription is still cheaper than many other competitors. Through Stock Rover, you gain access to a first-class screener, as well as portfolio analysis tools, trade ideas, and alerts.

For investors who want to dig into fundamentals, backtest strategies, and analyze portfolios with precision, it’s hard to find this level of power at the Stock Rover cost.

Alternatives to Stock Rover

For an alternative, Finviz is also a powerful screener, and the platform is more visually pleasing and easier to learn. However, it’s more expensive at $39.50 per month. On the other hand, if you just want the basics, Yahoo Finance and TradingView both offer decent screeners for free, though with fewer metrics than Stock Rover.