In any given year, the spread between the market’s biggest winners and losers often exceeds 500 percentage points. That’s the difference between finding a multibagger and picking a stock that gets cut in half. If you’re searching for a stock screening platform, you already understand that stock selection matters more than ever—and that basic free screeners won’t cut it anymore.
Stock Rover promises to give individual investors the same research firepower that institutional analysts use. With 700+ financial metrics, 10+ years of historical data, and screening capabilities that let you filter by custom equations, it’s designed for investors who want to find their own winners rather than follow someone else’s picks.
But here’s the question this review will answer: Is all that power actually useful, or is it just complexity for complexity’s sake?
Quick Verdict
Stock Rover is worth it for DIY investors who want to do their own fundamental analysis. At $180/year for Premium, it’s the most comprehensive stock screening platform under $300—offering capabilities that would cost $24,000/year on Bloomberg. The catch: it won’t tell you what to buy. You get the tools; you make the decisions.
Rating: 3.8/5 — Excellent for its specific use case (serious screening and portfolio analytics), but not for investors who want stock picks or a simpler experience.
Best for: Self-directed investors who build custom screens, compare stocks across dozens of metrics, and manage their own portfolios. If you enjoy diving into financial data, this is your platform.
What Stock Rover Actually Does
Before we go deeper, let’s be clear about what Stock Rover is and isn’t.
It IS: A research and screening platform. Think of it as a supercharged spreadsheet that pulls in financial data for 8,500+ North American stocks, 4,000+ ETFs, and 40,000+ mutual funds. You use it to find stocks that match your criteria, compare them side by side, and track your portfolio’s performance.
It ISN’T: A stock picking service. Stock Rover doesn’t tell you what to buy. It gives you the tools to figure that out yourself. If you want someone to hand you stock recommendations, look at Stock Advisor or Alpha Picks instead.
This distinction matters. Stock Rover is for investors who believe they can beat the market through their own analysis—not for those who want to outsource the decision-making.
What You Get With Stock Rover
The Screening Engine
This is Stock Rover’s core strength. The platform offers:
- 275-700+ financial metrics depending on your plan (Essentials, Premium, or Premium Plus)
- Ranked screening that shows you the best matches first, not just pass/fail results
- Equation-based screening (Premium Plus) that lets you create complex filters like “ROE this year > 5-year average ROE + 3%”
- Historical data screening to find stocks that have maintained certain characteristics over time
Most free screeners give you 20-30 metrics and simple filters. Stock Rover gives you the depth to screen for exactly what you’re looking for—whether that’s high-quality dividend growers, undervalued growth stocks, or companies with improving fundamentals.
The Dynamic Table
Stock Rover’s comparison interface is where the platform shines. You can:
- Compare any stocks, ETFs, or funds side by side across any combination of metrics
- Create custom views that show exactly the data you care about
- Sort and rank by any metric to find the best opportunities in your watchlist
- Export data to Excel for further analysis (Premium and above)
For investors who like to build their own models or compare dozens of stocks at once, this is genuinely powerful.
Portfolio Management
Beyond screening, Stock Rover offers robust portfolio tools:
- Performance tracking with risk-adjusted metrics (Sharpe Ratio, beta, volatility)
- Dividend projections showing expected income streams
- Correlation analysis to ensure you’re actually diversified
- Monte Carlo simulation to stress-test your portfolio against historical scenarios
- Rebalancing tools to maintain your target allocation
- Brokerage integration to import your actual holdings
These aren’t gimmicks. Monte Carlo simulation and correlation analysis are tools institutional investors use daily. Having them in a $180/year platform is genuinely unusual.
Stock Ratings and Fair Value
For Premium Plus subscribers ($280/year), Stock Rover calculates:
- Fair value estimates based on fundamental analysis
- Margin of safety showing how far current price is from fair value
- Stock ratings that grade companies on growth, valuation, efficiency, financial strength, quality, dividends, and momentum
This competes directly with Morningstar’s star ratings but uses Stock Rover’s own methodology.
Explore Stock Rover’s Features
How Stock Rover Works
Stock Rover’s philosophy is straightforward: give investors comprehensive data and powerful tools, then let them make their own decisions.
The platform doesn’t push a specific investment strategy. Whether you’re a value investor screening for low P/E and high dividend yield, a growth investor looking for revenue acceleration, or a quality investor focused on ROE and profit margins—Stock Rover supports your approach.
The workflow looks like this:
- Screen — Use 275-700+ metrics to filter the universe down to stocks that match your criteria
- Compare — Put your candidates in the Dynamic Table and compare them across the metrics that matter to you
- Analyze — Dive into individual stocks using the Insight Panel for detailed fundamentals, analyst ratings, and news
- Track — Add positions to your portfolio and monitor performance with institutional-grade analytics
The learning curve is real. Stock Rover isn’t a tool you master in an afternoon. But for investors willing to invest the time, the depth of analysis available is remarkable.
Pricing: What Each Tier Gets You
Stock Rover offers four tiers, and the differences matter:
| Plan | Annual Price | Key Features |
|---|---|---|
| Free | $0 | Basic metrics, ads, limited screeners, no export |
| Essentials | $80/year | 275+ metrics, 5yr history, ad-free, basic screening |
| Premium | $180/year | 375+ metrics, 10yr history, ranked screening, portfolio analytics |
| Premium Plus | $280/year | 700+ metrics, custom equations, fair value, unlimited ratings |
My recommendation: Most serious users should start with Premium at $180/year. It unlocks the features that actually matter—ranked screening, 10 years of historical data, and the advanced portfolio analytics. Premium Plus is worth it if you want fair value calculations and the ability to create custom metrics, but Premium covers 90% of use cases.
The math: At $180/year, you’re paying $15/month for institutional-grade screening. Bloomberg Terminal costs $24,000/year. Stock Rover obviously isn’t Bloomberg—it’s North American stocks only, and it lacks real-time data feeds—but for individual investors doing fundamental analysis, the value proposition is strong.
Research Reports add-on: Stock Rover also offers 8-page research reports on 7,000+ stocks for an additional $50/year when bundled with an annual subscription. These are useful but not essential—the core platform is where the value lives.
The Trade-Offs: Pros and Cons
What Stock Rover Does Well
Screening depth is unmatched at this price point. 700+ metrics with equation-based filtering lets you screen for almost anything. Want to find companies where current ROE exceeds the 5-year average by more than 3 percentage points? You can do that. Most competitors can’t.
Portfolio analytics are genuinely institutional-grade. Monte Carlo simulation, correlation analysis, and risk-adjusted performance metrics are tools that hedge funds use. Having them in a $180/year platform is rare.
The interface, while dense, is highly customizable. You can create exactly the views you need and save them for repeated use. Multi-monitor support lets you spread panels across screens.
Customer support is responsive. Founded by individual investors, Stock Rover maintains a personal touch that larger platforms lack.
Where Stock Rover Falls Short
North American stocks only. If you invest in European or Asian markets, Stock Rover won’t help. This is a significant limitation for globally diversified investors.
The learning curve is steep. This isn’t a “sign up and start screening” platform. Expect to spend hours learning the interface before you’re productive.
No stock picks. This sounds obvious, but it matters. Stock Rover gives you the tools; you have to do the work. If you want someone to tell you what to buy, this is the wrong product.
The free tier is too limited to evaluate the platform properly. You really need to subscribe to understand what Stock Rover can do, which makes the lack of a clear refund policy frustrating.
Who Stock Rover Is For
The Analytical DIYer: You believe you can beat the market through your own research. You enjoy building custom screens and comparing stocks across dozens of metrics. You want tools, not hand-holding.
The Portfolio Manager: You manage your own portfolio (or multiple portfolios) and want institutional-grade analytics. You care about correlation, risk-adjusted returns, and rebalancing.
The Dividend Investor: You’re building an income portfolio and want to screen for dividend growth, payout ratios, and yield. Stock Rover’s dividend projection tools help you model future income streams.
The Value Hunter: You screen for undervalued stocks using metrics like P/E, P/B, and margin of safety. Stock Rover’s fair value calculations (Premium Plus) support this approach directly.
Who Stock Rover Is NOT For
Passive index investors. If you believe in efficient markets and plan to buy and hold index funds, Stock Rover is overkill. Just buy VOO and move on.
Investors who want stock picks. Stock Rover won’t tell you what to buy. If you want recommendations, consider our Stock Advisor review (growth picks) or Alpha Picks review (quant-driven selections).
Beginners who need education first. Stock Rover assumes you know what ROE, P/E, and free cash flow mean. If you’re still learning the fundamentals, start with our Morningstar Investor review for its educational content.
International investors. Stock Rover covers North American stocks only. If you need global coverage, look at our Koyfin review or TradingView review.
Technical traders. While Stock Rover has charting, it’s not designed for technical analysis. Our TradingView review covers better options for chart-focused traders.
Best Alternatives to Stock Rover
If Stock Rover isn’t quite right for you, here are the alternatives worth considering:
Finviz Elite ($299/year)
Finviz is the go-to for visual screeners and heat maps. It’s more intuitive than Stock Rover but less powerful for deep fundamental analysis. See our Finviz Elite review for the full breakdown. Choose Finviz if: You want faster, more visual screening and don’t need 700+ metrics.
Koyfin ($468/year)
Koyfin offers Bloomberg-style data visualization with global coverage. It’s more expensive than Stock Rover but covers international markets. Read our Koyfin review for details. Choose Koyfin if: You need global stocks and want cleaner data visualization.
Morningstar Investor ($249/year)
Morningstar Investor combines research tools with analyst ratings and educational content. It’s less powerful for screening but provides more guidance. See our Morningstar Investor review for the full comparison. Choose Morningstar if: You want research tools plus analyst opinions and educational resources.
Simply Wall St ($120/year)
Simply Wall St visualizes stock data through infographics rather than tables. It’s easier to use but less customizable. Check our Simply Wall St review for details. Choose Simply Wall St if: You’re a visual learner who wants quick insights without building custom screens.
Compare Stock Rover to Alternatives
Final Verdict
Stock Rover is the best pure screening platform for serious DIY investors. If you’re the type who builds custom screens, compares stocks across dozens of metrics, and manages your own portfolio with discipline—this is your tool.
At $180/year for Premium, you get institutional-grade screening and portfolio analytics at a fraction of what professionals pay. The 700+ metrics, 10+ years of historical data, and equation-based screening give you capabilities that simply don’t exist in free tools.
But Stock Rover won’t do the work for you. It won’t tell you what to buy. It won’t hold your hand through the learning curve. The power is real, but so is the responsibility.
Five years from now, investors who mastered Stock Rover’s screening capabilities will have found opportunities that others missed. The tools exist to find winners in any market environment—but only if you put in the work to use them.
The bottom line: If you’re a self-directed investor who believes in your own analysis, Stock Rover is worth every dollar of the $180/year Premium subscription. If you want someone to tell you what to buy, explore our guide to the best stock research websites for alternatives.
Frequently Asked Questions
Is Stock Rover worth the money?
Yes, for DIY investors who do their own fundamental analysis. At $180/year for Premium, Stock Rover offers 375+ metrics, 10 years of historical data, and institutional-grade portfolio analytics. The value is clear if you’ll actually use the screening and comparison tools. If you want stock picks instead of research tools, it’s not worth it—try Stock Advisor instead.
What are the best alternatives to Stock Rover?
The best alternatives depend on your needs. Finviz Elite ($299/year) offers faster, more visual screening. Koyfin ($468/year) provides global coverage with Bloomberg-style visualization. Morningstar Investor ($249/year) combines research tools with analyst ratings. Simply Wall St ($120/year) is best for visual learners who want infographics over spreadsheets.
Stock Rover vs Finviz: Which is better?
Stock Rover is better for deep fundamental analysis with 700+ metrics and custom equation screening. Finviz is better for quick visual screening and heat maps. Stock Rover excels at comparing stocks across many metrics; Finviz excels at rapid visual scanning of the market. Choose Stock Rover for depth, Finviz for speed.
How do I cancel Stock Rover?
You can cancel your Stock Rover subscription through your account settings or by contacting [email protected]. Subscriptions auto-renew at standard rates unless cancelled. Note that Stock Rover’s refund policy isn’t explicitly stated on their website—contact support directly for refund requests.
Does Stock Rover cover international stocks?
No. Stock Rover covers North American stocks only—NYSE, NASDAQ, and Toronto Stock Exchange. If you need international coverage for European or Asian markets, consider Koyfin or TradingView instead.
What’s the difference between Stock Rover Premium and Premium Plus?
Premium ($180/year) offers 375+ metrics, 10 years of historical data, ranked screening, and advanced portfolio analytics. Premium Plus ($280/year) adds 700+ metrics, custom metric creation, equation-based screening, unlimited fair value calculations, and top-priority support. Most users should start with Premium—it covers 90% of use cases.
Can Stock Rover connect to my brokerage account?
Stock Rover integrates with major brokerages including TD Ameritrade, Fidelity, E*TRADE, Charles Schwab, Interactive Brokers, and Ally Invest. The integration automatically imports your holdings, transactions, and cost basis data into Stock Rover’s portfolio management system. Once connected, you can track real-time performance with risk-adjusted metrics like Sharpe Ratio and beta, run correlation analysis across your positions, and use Monte Carlo simulations to stress-test your portfolio. The sync happens daily, ensuring your portfolio analytics reflect current positions without manual entry.
Is Stock Rover good for dividend investors?
Stock Rover is excellent for dividend investors, offering specialized screening metrics and projection tools that most platforms lack. You can screen across 50+ dividend-specific metrics including dividend growth rate (1, 3, 5, and 10-year), payout ratio, dividend coverage, ex-dividend dates, and dividend yield history. The platform’s dividend projection feature forecasts your expected income stream based on current holdings and historical dividend growth patterns. Premium subscribers can also screen for Dividend Aristocrats and Dividend Kings, and the fair value calculations in Premium Plus help identify undervalued income stocks with sustainable payouts.
How accurate are Stock Rover’s fair value estimates?
Stock Rover’s fair value estimates use a discounted cash flow (DCF) model combined with earnings-based valuation metrics, providing a reasonable baseline for fundamental investors. The calculations incorporate 10 years of financial data including revenue growth, profit margins, capital expenditures, and free cash flow trends. However, like all automated valuation models, accuracy varies by sector—the estimates work better for stable, mature companies than for high-growth or cyclical stocks where future cash flows are harder to predict. Stock Rover displays a “margin of safety” percentage showing how far current price deviates from fair value, which many investors use as one input among several rather than a definitive buy/sell signal.