Stock Rover is a browser-based research platform that combines fundamental screening, stock and ETF comparison, stock screener and portfolio analytics across 14,000+ North American stocks, 7,000+ ETFs, and 40,000+ mutual funds. It is the right tool for swing traders and long-term investors who select positions on fundamentals and want professional-grade portfolio analysis at retail prices. Day traders should pass: there is no real-time scanning engine, no Level 2 data, no trade execution, and brokerage positions sync only once per night.
Transparency: We may get compensated when you click on links in this article.
What Stock Rover Is
Stock Rover, currently at version 12.0, is a screener in the strict sense, not a scanner. It filters a static universe of stocks, ETFs, and funds against fundamental, operational, and price criteria, then hands the results to a research workspace built around a large comparison table. Nothing about the platform monitors intraday momentum or alerts on stocks in motion during the session.
The platform runs entirely in the browser with no software to install, supports multi-monitor layouts through detachable panels, and connects to brokerage accounts through Yodlee, a third-party account aggregator. Coverage spans the NYSE, NASDAQ, NYSE American, NYSE Arca, BATS, the Toronto Stock Exchange, TSX Venture, NEO, and CNQ, plus the OTCBB and OTC Pink boards at the top tier. Financial data comes from Morningstar under a licensing agreement, and the figures are GAAP compliant with restated values applied as they become available.
Feature Breakdown
Screening Engine
The screener library ships with 150+ prebuilt strategies, and the range is unusually deep for a retail product. It includes guru models based on Buffett, Lynch, and Greenblatt alongside academic formulas such as the Piotroski F-Score, Altman Z-Score, and Beneish M-Score, plus dividend growth, GARP, and insider-transaction screens. Any of them can be modified or used as the starting point for a custom build.
The tools that separate Stock Rover from free screeners sit one tier up from the entry plan. Ranked screening assigns weights to individual criteria so passing stocks come back sorted by strategy fit rather than as a flat list. Equation-based screening lets a user write formulas, such as finding companies that raised their dividend in each of the last 10 years. Historical screening runs those filters against up to 20 years of fundamentals instead of just the current snapshot. All 3 capabilities require Premium Plus or higher, which matters because they are the strongest part of the product.
Metric depth scales by plan: 400+ screenable metrics at Premium, 700+ at Premium Plus, and 800+ at Ultimate and Ultimate Pro. ETF screening is available on every paid plan, while the advanced ETF facility with 180+ ETF-specific metrics starts at Premium Plus.
The Table and Comparison Tools
The Table is where the actual research happens. Screener results, portfolios, and watchlists load into a single grid that compares tickers across hundreds of data columns, proprietary ratings, and up to 20 years of financial history, with sorting, filtering, and fully customizable column views. Comparative financial statements can be displayed on a percentage basis or as compound annual growth rates, which normalizes companies of different sizes faster than any spreadsheet workflow.
Tiled views offer a visual alternative, placing configurable stock summary cards side by side with embedded price or fundamental charts. For an investor whose process is “screen, then compare the survivors,” this workflow is the platform’s core argument.
Research Reports, Scores, and Investor Warnings
Stock Rover generates on-demand research reports for 7,000+ stocks, each combining proprietary scores across Value, Quality, Growth, and Sentiment with a computed Fair Value and Margin of Safety. Reports also include seasonal performance patterns, risk statistics such as 1-year and 3-year beta and volatility, and maximum drawdown over 1-, 3-, and 5-year periods, and they can be downloaded as PDFs.
The Investor Warnings facility flags fundamental red flags automatically, including excessive debt, declining sales, high executive turnover, and bloated goodwill. Percentile-based Stock Ratings grade companies from 1 to 100 against peers on growth, valuation, efficiency, and momentum. Reports are bundled at Premium Plus and above; Premium subscribers pay an extra $50 for them and face monthly meters on scores and ratings, covered below.
Portfolio Management and Analytics
Portfolio analytics are the platform’s quiet differentiator, because every paid tier gets the full toolkit. Linked brokerage accounts feed a unified dashboard that benchmarks returns against indices and computes risk-adjusted metrics including Sharpe ratio, beta, volatility, and IRR. Correlation analysis exposes hidden concentration across holdings that look diversified on paper. Monte Carlo simulation, a rebalancing facility, a Trade Evaluator for planning position changes, and projected future dividend income by month or year round out a set of capabilities most competing screeners do not bundle at any price.
Automated performance reports arrive by email daily, weekly, or monthly, and real-time text and email alerts can be set on price, fundamentals, technicals, or earnings across single tickers or entire portfolios.
Charting
The charting engine is fundamental-first. Charts run from 1 day out to 20 years, plot up to 12 lines mixing stocks, funds, indices, portfolios, and screeners, and overlay up to 8 technical indicators and 6 fundamental metrics drawn from a library of more than 100. Valuation charts, ratio charts that divide one ticker by a benchmark, football field summaries, historical valuation ranges, and scatter plots all support the long-horizon use case.
The tier gating tells the real story. Valuation and ratio charts require Premium Plus, while drawing tools and custom chart colors only arrive at Ultimate. A platform that treats trendline drawing as a top-tier luxury was not designed for technical traders, and that is consistent with everything else about the product.
Pricing
Stock Rover sells 4 paid plans across 3 billing periods, plus a limited free plan. The figures below are the current retail prices listed on the official site.
| Plan | Monthly | Annual | 2-Year |
|---|---|---|---|
| Premium | $34/mo | $29/mo ($348/yr) | $24/mo ($576 billed every 2 years) |
| Premium Plus | $70/mo | $49/mo ($588/yr) | $42/mo ($1,008 billed every 2 years) |
| Ultimate | $99/mo | $79/mo ($948/yr) | $69/mo ($1,656 billed every 2 years) |
| Ultimate Pro | $199/mo | $149/mo ($1,788/yr) | $129/mo ($3,096 billed every 2 years) |
Premium covers the basics: 400+ metrics, 5 years of fundamentals, 10 years of price history, stock screening, portfolio management with brokerage integration, and alerts. Premium Plus adds the features that justify the product, including ranked, equation-based, and historical screening, 10-year fundamentals, unlimited scores and ratings, bundled research reports, advanced ETF screening, and 30 custom metrics. Ultimate brings 20-year fundamentals, real-time quotes where available, options metrics with full chains, OTC and percentile screening, roughly 6,000 additional tickers, insider and analyst detail, drawing tools, unlimited custom metrics, and phone support. Ultimate Pro is the same feature set scaled for advisors, with limits such as 1,000 screeners, 5,000 table rows, and 60 brokerage connections.
Two add-ons exist: research reports for an extra $50 on Premium, and hotline phone support for $50 per year on any annual or 2-year Premium or Premium Plus plan. Every new account starts with a 14-day trial of Ultimate that requires no credit card and reverts to the free plan automatically, which makes evaluation genuinely risk-free.
Rules and Restrictions
The mechanics below change what the subscription actually costs and how it performs in practice.
Stock Rover does not issue refunds under any circumstances, and the company describes this as a strict policy. Subscriptions auto-renew by default, and cancellation works by turning off auto-renewal, with access continuing through the end of the paid period. Combined with 2-year prepay options that run up to $3,096 for Ultimate Pro, the policy puts the full burden of plan selection on the buyer before payment. The free Ultimate trial is the safety valve, and it deserves to be used thoroughly. One further wrinkle: a subscriber who cancels a plan that has since been discontinued cannot re-enroll at the old rate, only at current pricing.
Premium’s monthly meters are the tier’s real constraint. The plan caps usage at 10 data exports per month, 20 Stock Scores per month, 10 Stock Ratings per month, 15 screeners, 250 table rows, 2 brokerage connections, and 0 custom metrics. A spreadsheet-driven investor will hit the export cap in the first week, which is presumably the point: the limits funnel serious users to Premium Plus.
Brokerage-linked portfolios update nightly through Yodlee, with manual refresh available. Positions opened during the session will not appear until the overnight sync runs, which is workable for an investor reviewing holdings weekly and useless for anyone managing intraday risk.
Quote speed is tier-gated and uneven. Real-time quotes are an Ultimate and Ultimate Pro feature, and even then carry the qualifier “where available.” Lower tiers run on the platform’s standard feed, and obscure stocks are delayed roughly 5 minutes while Canadian and micro-cap names are delayed roughly 15 minutes.
Two export restrictions stem from data licensing. Historical pricing data cannot be exported on any plan, although historical statement and metric data can. Trial accounts cannot export the Table to CSV at all, so that part of the workflow goes untested before purchase.
Bottom Line
Stock Rover delivers more fundamental depth per dollar than almost anything else in the retail screener category, with 20 years of financial history, guru and academic screening models, and a portfolio analytics suite that competitors either omit or sell separately. The same design choices that make it strong for investors make it irrelevant for day trading. No scanning engine, nightly brokerage sync, tier-gated quotes, and drawing tools locked behind a $948-per-year plan all point the same direction.
Premium Plus at $588 per year is the right plan for most buyers, because ranked, equation-based, and historical screening plus unlimited scores and bundled reports are the product’s actual substance. Premium works only as a portfolio tracker with light screening attached. Ultimate earns its price solely for investors who need options chains, OTC screening, real-time quotes, or insider and analyst detail.
Pros
- Up to 20 years of fundamental and pricing history, with equation-based and historical screening that most retail screeners lack entirely
- 150+ prebuilt strategies including Buffett, Lynch, Greenblatt, Piotroski, Altman, and Beneish models
- Full portfolio analytics on every paid tier: Monte Carlo simulation, correlation analysis, rebalancing, Trade Evaluator, and projected dividend income
- Fair Value, Margin of Safety, and automated Investor Warnings computed across the covered universe
- 14-day Ultimate trial with no credit card that reverts to a free plan automatically
Cons
- Strict no-refund policy under any circumstances, paired with default auto-renewal and prepay commitments up to $3,096
- Unsuitable for intraday trading: no scanner, nightly-only brokerage sync, and real-time quotes locked to the $948-per-year Ultimate tier
- Premium’s monthly meters, including 10 data exports and 20 Stock Scores, make the entry tier too restrictive for active research
- Historical pricing data cannot be exported on any plan due to licensing
More helpful guides and reviews:
- Best Stock Analysis Software
- Top Stock Research Sites
- Best Stock Analysis Websites
- Koyfin review
- VectorVest review
- Portfolio123 explained
Frequently Asked Questions
How much does Stock Rover cost?
Stock Rover has three paid tiers: Essentials at $7.99 per month, Premium at $17.99 per month, and Premium Plus at $27.99 per month, with annual and 2-year billing lowering the rate. All paid plans include a 14-day free trial with no credit card required. A permanent free plan exists but covers only market news, a dashboard, and basic watchlists, not the screener.
Is Stock Rover free?
There is a permanent free plan, but it is not a screener; it covers market news, a dashboard, and basic watchlist tracking. Reaching the screener requires at least the Essentials plan at $7.99 per month. Every paid plan starts with a 14-day free trial that needs no credit card, which is the way to test the full toolkit first.
Which Stock Rover plan is best?
For most serious investors, Premium at $17.99 per month is the entry point that unlocks the platform’s real value, adding 375-plus metrics, 10 years of history, ranked screening, Monte Carlo simulation, correlation analysis, and the Trade Evaluator. Essentials suits investors just getting started with fundamental screening, while Premium Plus adds equation-based screening, 700-plus metrics, fair value scoring, and investor warnings for those who want the full toolkit. The right tier depends on how deep the research goes.
Is Stock Rover good for day trading?
No, Stock Rover has no real-time intraday data, options chains, or live alerts, so it does not fit day traders or short-term swing traders. It is built for long-term fundamental research, with 600-plus screening metrics, 10 years of financial history, and a deep portfolio-analytics suite. Active traders who need live scanning are better served by a real-time scanner instead.