Researching stocks is a crucial part of the investment process. A stock screener like Stock Rover can provide more tools than your online broker.
Some of the best features include in-depth analysis, portfolio tracking and analyst reports.
This Stock Rover review can help you decide if it is worth the cost for you.
Stock Rover offers in-depth stock ratings and stock screening tools. A paid plan can provide the most valuable research features.
Ease of use
- Robust research tools
- Many stock screeners
- Portfolio tracking
- Limited free plan
- Can be expensive
- Complex layout
What is Stock Rover?
Stock Rover is a premium research tool offering these features:
- Stock screener
- ETF and stock
- Charting tools
- Expert-themed model portfolios
- Research reports
- Portfolio tracker
The fundamental and technical analysis tools can provide more information than most free investing apps.
Paid subscribers can also find investment ideas using the service’s model portfolios. These guru portfolios recommend stocks using the investment strategies of successful investors.
Who Should Use Stock Rover?
Stock Rover is a good option for investors wanting to research individual stocks as well as ETFs and get more data and stock ratings than their online brokerage provides. Most brokers offer basic price charts and financial data but lack in-depth rating tools.
The robust stock screener and comparison features provided by Stock Rover can make it easier to find potential investments that fit your investment strategy.
You can perform fundamental and technical analysis on this platform. For the most part, it’s one of the best fundamental analysis tools.
This service can also be a research companion when using stock newsletters to add new portfolio positions.
Stock Rover Pricing
The platform has one free plan and three paid plans. New subscribers get a 14-day full access free trial to the highest-tier Premium Plus plan.
The Free tier offers basic research and portfolio tracking tools. However, it doesn’t offer advanced analysis tools or model investment ideas portfolios.
Core free Stock Rover features include:
- Stock, ETF and mutual fund coverage
- Daily analyst ratings
- Market news for individual stocks
- Charting tools
- Portfolio tracking
This plan can be better than what a basic micro-investing app offers.
These free research tools can be competitive with a traditional online brokerage like TD Ameritrade or Fidelity.
Cost: $7.99/month, $79.99/year or $139.99 for two years
Essentials is the cheapest of the three paid plans. Choosing the best Stock Rover plan depends on how many screening metrics and advanced research tools you want to use.
There may also be a limit on how many times you can use a certain feature each month. Pricier plans may offer increased or unlimited access to alerts, stock ratings and more.
Key Essentials features include:
- 260+ stock screening filters
- Up to five years of historical data
- 6 chartable fundamental metrics
- Interactive stock comparison table
- Brokerage integration for portfolio tracking
- Text and email alerts
- Guru portfolios
- Dow 30 research reports
All paid plans include research reports for the companies in the Dow 30 index. Reports for the other 7,000+ stocks requires an add-on purchase.
This plan doesn’t include as many stock screener customization tools as the other plans. Some examples are color-coded metrics and integrated note-taking.
Cost: $17.99/month, $179.99/year or $319.99 for two years
The Premium plan can be better for active traders who want more advanced research tools and customization options.
Plan benefits include:
- Over 350 screening metrics
- 10+ years of historical data
- 100+ chartable fundamental metrics
- Future dividend income projections
- Correlation analysis
- Trade planning and rebalancing tools
- Multi-monitor support
- Integrated research tools
- Ad-free platform
Being able to access over one decade of historical data can be useful to research how a stock performed in a previous market cycle.
The color-coded tagging and integrated notes are valuable customization tools. The ability to simulate trades is excellent as well. Most brokers don’t offer these features, with Webull as a rare exception.
Cost: $27.99/month, $279.99/year or $479.99 for two years
Data junkies and highly active traders should consider Premium Plus. Joining Stock Rover lets you try this plan for the first 14 days at no extra cost.
Some of the best benefits include:
- Over 650 metrics
- Unlimited quantitative stock ratings
- Unlimited investor warnings
- Can screen historical data and custom metrics
- Ratings for individual stocks
- Stock fair value and margin of safety metrics
- Screen ratio charts (i.e., simple moving average and Bollinger bands)
This plan offers more saved screens, portfolios and watchlists than the other plans. The various reports also display more data rows, among other benefits.
What Features Does Stock Rover Offer?
Stock Rover offers plenty of features that many investors may find useful. Here are some of the best research tools that Stock Rover offers.
All users can get real-time price quotes for stocks, ETFs and mutual funds. Stock Rover categorizes the data into different tabs that are relatively easy to navigate.
The stock quote lists these details:
- Company details
- News headlines
- Analyst ratings
- Financial metrics
Users that opt for the pricier plans will see more details in the various tabs.
In addition to creating your own stock and ETF watchlists, you can follow prebuilt lists.
Some of the watchlist examples include:
- Top 25 S&P 500 revenue growers
- Fifteen large REITs
- Top 25 ETFs by market cap
- Top 25 ETFs by volume
All paid users can access the Guru Strategies portfolios in the “Library” section. Guru portfolios show the largest holdings of many well-known professional investors.
Some of the guru portfolios include:
- Bill Ackman (Pershing Square)
- David Einhorn (Greenlight Capital)
- David Tepper (Appaloosa Management)
- Donald Yacktman (Yacktman Asset Management)
- Warren Buffett (Berkshire Hathaway)
These portfolios can help individual investors see how the “smart money” is investing. You can quickly see which stocks may be the ideal portfolio positions.
Stock Rover has one of the best stock screeners. You can add traditional financial and fundamental metrics like your brokerage screening tool.
As there are several hundred screening metrics, the platform can be overwhelming at first.
That said, new and experienced investors can most likely find almost any filter they need. They can also save screens to quickly reference qualifying stocks in future searches.
It’s possible to look for stocks and funds trading on the US (Nasdaq and NYSE) and select foreign stock exchanges.
This platform offers several customization options other premium screeners don’t offer.
Some of the unique screening filters include:
- “Best of” lists
- Guru strategies
- Stock Rover ratings
For example, users can screen stocks that fit Warren Buffett’s strategy by using the “Buffettology” screen.
It’s also possible to screen stocks by financial strength using metrics like the Piotroski F-Score or CAN SLIM.
Other screeners might have similar versions of the curated Stock Rover filters. Zacks Premium may rival Stock Rover with its premade screening lists.
Experienced investors can also build their own screening formula by adding premade criteria and writing a freeform equation.
Compare Stocks and Funds
In addition to screening stocks, you can compare stocks and ETFs on your watchlist or recent quotes lists.
Some of the comparison factors are:
- Analyst estimates
- Balance sheet
- Returns vs. S&P 500
- Stock Rover ratings
The comparison table is similar to reading a Microsoft Excel or Google Sheets spreadsheet. You can add columns to research additional metrics.
It’s also possible to add multiple stock, fund and index symbols to an interactive chart. Then, you may add technical and fundamental indicators to the comparison.
The Stock Rover charting tool is effective for visualizing fundamental and technical indicators after screening stocks. Hundreds of metrics are available depending on your plan option.
Users can expand the interactive chart into a full-screen view. It’s even possible to save charts as an image.
The charting tool is easy to use and similar to most online brokerages offering in-depth charting tools. Most investors should find this feature pleasing.
However, pricier stock screeners can be better for traders who rely heavily on technical data and want more real-time data.
Here are some of the fundamental and technical indicators you can use. The platform can display the data in a variety of charts.
These are the charts you can use when analyzing fundamental metrics
- Price vs. Fundamental: Compare the current share price to a fundamental indicator
- Historical range: A 1, 2 or 3-year comparison of the company valuation for a specific indicator
- Football field: Compare the current valuation against its five-year range for several metrics at once with a horizontal bar chart.
- Scatter plot: Compare the several stock tickers for a specific metric
Each chart type help you determine if the stock is fairly valued. The charts may also indicate undervaluation or overvaluation.
The technical analysis charts can be similar to what your online brokerage offers. There are a variety of upper indicators that appear in the same chart as the share price.
Lower indicators are also available that display underneath the share price chart.
Some of the available technical indicators include:
- Simple Moving Average (SMA)
- Exponential Moving Average (EMA)
- Moving Average Convergence Divergence (MACD)
- Relative Strength Indicator (RSI)
- Bollinger Bands
- Money Flow Index
- Stochastic Oscillator
Other stock screeners are better for advanced technical analysis. However, this platform offers the most popular technical charts that will satisfy most investors.
It’s possible to receive price and technical alerts by email as well as text when a designated stock share event occurs.
These alerts can be helpful for short-term traders. Long-term investors can benefit as well if they’re waiting for the perfect setup before investing.
All paid subscriptions provide research reports for the Dow 30 stock index. Research reports for other stocks cost $49.99 per year.
Investors should see if their online brokerage provides similar third-party research reports to avoid this add-on cost. Platforms including Ally Invest, Schwab and Fidelity offer similar products.
One advantage of the Stock Rover research report feature is seeing their quantitative ratings that can help you grade the company’s health.
Each report compiles the many fundamental, technical and financial details that Stock Rover tracks. The document also lists ratings for similar stocks to determine if a competitor can be a better investment option.
Seeing the total number of buy, hold and sell ratings from professional analysts can be a useful research gauge.
Users can link to their brokerage accounts to track investment performance or manually input positions.
This feature makes it easy to perform these tasks:
- Track current holdings
- Estimate upcoming dividend income
- Measure portfolio risk
- Simulate portfolio rebalancing
The portfolio rebalancing tool can estimate your new asset allocation by sector and the total investment costs.
Most investment brokerages connect to Stock Rover using Yodlee. It takes up to 30 seconds to connect, and the service syncs your portfolio when you visit Stock Rover.
Investors that use Interactive Brokers will need to email the brokerage and request a direct feed to Stock Rover. Other brokers sync effortlessly in most instances.
Below are the number of accounts users can link:
- Free: Two accounts
- Essentials: Two accounts
- Premium: Three accounts
- Premium Plus: Six accounts
Being able to connect accounts with a free subscription is a nice feature. Other stock screeners may only offer this feature for paid accounts.
Premium and Premium Plus subscribers can use the correlation analysis tool to find two investments with similar, opposite or neutral investment performance.
Traders may find a negative correlation to buy a long equity position in one stock and make money when the share price increases. They can also buy a short position in a second position that can earn income if the share price drops.
Another option is looking for positive correlations. In this case, both positions are likely to rise or fall together. One example could be investing in gold bullion ETFs with the anticipation of increasing share prices.
Like other stock research tools, Stock Rover applies proprietary quantitative ratings to stocks.
Some of the scores include:
- Fair share price value: What Stock Rover estimates the stock is worth
- Margin of safety: Difference between share price and fair value estimate
- Value score: Quality of current financial metrics and enterprise value
- Growth score: Odds the company continues to grow vs. past five years
- Quality score: Compares profitability and balance sheet metrics
- Sentiment score: If investors are bullish or bearish towards the stock
- Piotroski F-score: Company’s financial strength using nine criteria
- Altman Z-score: Probability the company may file bankruptcy
These stock ratings are only available to paid subscribers. The more affordable Essentials plan may only be able to access these ratings for up to ten stocks per month.
The mid-tier Premium plan scores up to 20 stocks monthly, and the Premium Plus provides unlimited ratings.
Subscribers with a limited number of score ratings can request the scores on the stocks of their choice.
The Investor Warnings feature can also be useful in forecasting potential investment losses. Users will see a separate button when Stock Rover issues warnings for a stock.
Potential warnings may include declining sales growth or negative sales growth. Stock Rover applies a risk severity level of either low, medium or high.
The Investing Ideas feature includes a weekly stock pick like what the top investment sites might offer.
This tool also features a weekly screener metric and lists stocks fitting the criteria. You can import the screener to quickly run a new screen in future searches.
The Investor Library can be the quickest way to see the different screeners and portfolios the Stock Rover team produces.
You can click on different labels and read a description and see current investments matching the criteria.
The library lists these products:
Is Stock Rover Easy to Use?
The Stock Rover platform is relatively easy to use and navigate, even with all the research features and customization options.
Some features require right-clicking to see the various options available. Users can also expand windows and rearrange the layout.
The service is similar to online brokerages that offer in-depth research tools. Experienced investors with some stock screening background may benefit the most from Stock Rover.
Beginner investors may find the platform overwhelming at first because there is a lot of advanced information. Finviz may provide a better experience and offers several different research tools. However, Stock Rover offers more features overall.
Positives and Negatives
As with any platform you consider using, it’s important to understand the pros and cons before signing up. Here’s what you should keep in mind with Stock Rover.
- Powerful stock screener
- Interactive charting tool
- Multiple stock ratings
- Automatic portfolio tracking
- Numerous plan options can be confusing
- Research reports may not be worth the upgrade
- Platform layout can be confusing
- More fundamental than technical indicators
You likely have some questions about Stock Rover that will determine whether or not you try the service. Here are some answers to frequently asked questions that may help.
Stock Rover uses current security practices to protect your personal information and brokerage account details.
The platform requests as little sensitive information as possible to reduce potential exposure. Also, Stock Rover won’t sell or give your contact information to others.
There is a possible price quote delay of up to five minutes for domestic stocks and up to 15 minutes for international stocks. These delays are standard for most services.
When researching stocks, Premium and Premium Plus subscribers enjoy automatic updates on inactive research tables.
No, Stock Rover doesn’t execute trades in linked brokerage accounts. The service only monitors the real-time performance of current holdings and sends alerts when an asset allocation imbalance occurs.
Stock Rover doesn’t offer a mobile app or tablet app. However, the site is mobile-friendly. You can access the service from your phone and tablet mobile browser with full functionality.
There are several free and premium alternatives to Stock Rover, including Finviz, Zacks Premium and Trade Ideas.
Finviz has a powerful stock screener with fundamental and technical indicators. Its free plan lists recent insider trades, heat maps and market news.
Zacks Premium offers in-house analyst research reports, stock ratings and a stock screener. The service recommends stocks they think can outperform the market with a “strong buy” rating.
Trade Ideas might be better for technical traders and frequent investors, but it costs up to $2,268 per year. It offers trading simulators and auto-trading with linked brokerages.
Stock Rover can be a valuable research tool for investors wanting to screen stocks for a specific indicator or investment strategy. This platform offers many tools that are uncommon among brokerage platforms.
Consider taking advantage of the free 14-day trial to see if it’s the right platform for you.