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So, are you trying to find out if Stock Rover is a good stock research platform? Also, how can you actually use Stock Rover to help you invest better? Most importantly, is Stock Rover the right stock research and analysis platform for you? In this Stock Rover review, I am going to share with you everything you need to know to help you make an informed decision.What Is Stock Rover?
Stock Rover was founded in 2008 by long-time individual investors and software engineers Howard Reisman and Andrew Martin. Tired of going through multiple websites for financial data and creating many separate spreadsheets to do stock analysis, they decided to design and build their own stock research platform – Stock Rover. Personally, I can understand their frustration. Why? In the past, if you wanted to find out if a listed company is fundamentally and financially strong, you had to go through many different financial websites (e.g., Yahoo Finance, Bloomberg, etc) and also ALL the company’s past annual reports to search for its financial data. After that, you had to put all the financial numbers into an Excel sheet to do your analysis. It might be okay to do it for just one or two stocks. But what if you have to do that for every single stock that you are interested in investing in? (By the way, there are more than 6,000 stocks listed on the US stock exchanges alone) That’s just too time-consuming and tedious! So, when I found out about Stock Rover, it was a lifesaver for value investors like me. Apparently, I am not the only one who feels this way. Below are just a few of the many reviews about Stock Rover by the most trusted names in the financial industry:“No other website packs as much useful, context-appropriate information onto a page” – Barrons “Stock Rover is the AAII – CI Editor’s Choice. The wide range of information available makes it hard to compete with, along with the extensive customization opportunities the site provides for its users.” – American Association of Individual InvestorsNow, how can you actually use Stock Rover to help you with your stock investment research?
Stock Rover Stock Screener Review
The stock screener is probably one of the most important tools in any stock research and analysis platform. So, how good is the Stock Rover stock screener? First of all, Stock Rover provides over 800 metrics. To put it in perspective for you, the FREE stock screeners you can easily find online provide you with many fewer metrics (i.e., less than 100). Stock Rover’s metrics cover a wide range of areas such as earnings, growth, profitability, financial strength, capital efficiency, price performance, momentum, dividends, analyst ratings, and stock ratings. Basically, you have ALL the financial and fundamental data on any US & Canadian stocks in one place.
If you are an experienced value investor, you will be thrilled to know that Stock Rover also provides advanced metrics such as the Fair Value, Margin of Safety, and Piotroski F-Score.
What’s more, most metrics come with a detailed 20-year history for you to get a complete picture of how the company has been doing. By the way, most free financial tools provide financial data for the past five years or less.
So, with Stock Rover, you no longer have to cobble together multiple sources and tools to do your stock research and analysis.
How can you use the Stock Rover Stock Screener to identify good investment opportunities?
With thousands of stocks listed on the stock exchange, it’s always a good idea to use a stock screener to help you find stocks that meet your investment criteria.
Stock Rover stock screener is probably one of the most powerful fundamental stock screeners because of the sheer number of fundamental filters they have.
There are over 800 filters to choose from, and you can mix and match any number of filters you like.
Below is a screenshot of all the filters as well as the different categories.
For example, if you are looking for stocks that meet certain growth criteria, you can click the “Growth” category to see all 29 filters under “Growth”.
Let’s say you want all the stocks with a 5-year Average Sales growth rate of at least 10%, you can do that easily with Stock Rover.
If you want to customize a metric, Stock Rover can help you do that as well.
Now, here’s the best part.
You can create your own customized screener and even back-test it using 20 years of historical data.
For example, I have been using my Stock Rover Ultimate account (click here for a 14-Day Free Trial )to test different stock screeners.
Here’s one of my screeners based on analysts’ target price and Piotroski F-Score:
- Analysts’ stock price target percentage change of at least 30% (i.e., upside potential)
- Piotroski F-Score of at least 7 (i.e., good financial health)
- Stock price of at least $10 and above (i.e., no penny stocks)
“Piotroski F-score is a number between 0 and 9 which is used to assess strength of company’s financial position. The score is used by financial investors in order to find the best value stocks (nine being the best). “When you create your own stock screener, you don’t want to set your criteria too narrow or too broad. This is because if it’s too narrow, you would get too few stocks and potentially miss out on some good investment opportunities. On the other hand, if it’s too broad, you would get overwhelmed with too many stocks. So, after applying my customized screener, I got about 60 stocks that matched my criteria. Then I will sort them by Stock Rover’s Value Score and analyze each stock one by one using Stock Rover’s charting tools, tables, and research reports. What if you don’t have any idea about how to create your own screener? Here’s the good news. Stock Rover has more than 300 pre-built stock screeners based on popular investment strategies. Below are just a few examples of its pre-built stock screeners:
- Buffettology Inspired
- Insider Buys + Analyst Upgrades
- Insider & Buyback Combo
- Value At Widening Moat
- Dividend Aristocrats Plus
- Dividend Safety Leaders
- Durable Compounders
- Quality At Reasonable Price
- Safe Growth
- ETF Risk-Adjusted Leaders
- ETF Outperformers
For advanced users, Stock Rover has a tool called ‘the equations in a screener’ that lets you create highly specific filtering criteria. Apart from this, there is also something called ‘a ranked screener’ in Stock Rover, which ranks stocks according to user-defined criteria that can be separately weighted for importance. To access these features, you would need to get a trial for the Stock Rover Premium Plus or Ultimate Plan.
Try Stock Rover Ultimate For Free For 14-Days (No Credit Card Required)
Stock Rover Portfolio Analytics & Management
If you have more than one brokerage account, Stock Rover allows you to track and manage your investment in one place without having to juggle multiple logins. Using Stock Rover, you can see all your investments in one place and easily track your total net worth. Compare your portfolio’s returns with key market indices and understand what’s driving your performance. As an investor, you probably know that it’s important to diversify and manage your investment portfolio. Because you don’t want to put all your eggs in one basket, and diversification can help you reduce your investment risk. With Stock Rover, you can see how your investments move together, identify hidden concentration risks, and build a portfolio that’s better balanced. Personally, I think risk management is one of the most important things in portfolio management. Fund managers pay hundreds of thousands of dollars for specialized risk analytics software such as BlackRock Aladdin or MSCI RiskMetrics.Right now, for a fraction of the cost, Stock Rover helps you analyze your portfolio using professional risk metrics like the Sharpe Ratio, beta, and volatility.
On top of that, you can stress-test your portfolio by simulating historical financial crises and market downturns to see how your investments might have performed during those periods.
Also, you can set up instant alerts, so you can find out as soon as possible when something happens. So, how do you actually use Stock Rover to manage your portfolio? It’s very fast, easy, and secure to import your portfolio into Stock Rover. Currently, Stock Rover supports more than 1000+ brokerages.
As of my writing today, Stock Rover has more than $37.5 billion of funds in customer-linked brokerage portfolio accounts.
That speaks a lot about how much investors love Stock Rover’s portfolio management tools.
Below is a list of things you can do with Stock Rover:
- Get detailed portfolio analytics for any period you choose (e.g., risk-adjusted return, volatility, beta, Sharpe Ratio, component performance, etc)
- Get a detailed analysis of how the individual positions in your portfolio are contributing to the overall portfolio return
- Receive daily, weekly, and or monthly reports on your portfolio and/or your watch lists via email
- Re-balance portfolio at the sector and individual position level
Stock Rover also introduced a new tool called Trade Evaluator.
This tool is very helpful for evaluating all the trades for a specific stock in your portfolio.
There is no need to use an Excel sheet to keep track of every single trade in your portfolio and calculate how well your trades did.
Try Stock Rover Ultimate For Free For 14-Days (No Credit Card Required)
Stock Rover Pricing
So, how much does Stock Rover cost? offers both free and paid plans. For its free plan, you only get access to the basic tools. For its paid plans, there are three tiers:- Premium at $29/month
- Premium Plus at $49/month
- Ultimate at $79/month (Best for wealth builders/retiree)
- Ultimate Pro at $149/month (Best for advisors and wealth professionals)
Stock Rover VS Finviz
So, which one is better, Stock Rover or Finviz? Both Stock Rover and Finviz are stock market research and analysis platforms. They have the following in common:- Stock screener
- Charts
- Alerts
- Real-time market data
- Market news
- Portfolio tracker
Try Stock Rover Ultimate For Free For 14-Days (No Credit Card Required)
Stock Rover Vs TradingView
Now, let’s compare TradingView with Stock Rover. The key difference between TradingView and Stock Rover is that Stock Rover is specifically designed for fundamental stock investors, while TradingView is more for traders. With Stock Rover you have everything (i.e., financial data, real-time charts, stock screener, valuation data, stock ratings, research reports, etc) you need to do your stock research and analysis. However, if you are a trader who primarily uses technical analysis to make your trading decisions, then TradingView will be a more suitable choice for you. Here’s why. TradingView probably has the most powerfuwhol charting software with all the drawing tools you need and every possible technical indicator you can think of. You can even customize your own indicator and back-test your trading strategy with its backtesting tools. When it comes to screeners, it allows you to screen all the major international stock markets, forex markets, and cryptocurrency markets for trading opportunities. On the other hand, Stock Rover only covers the US and Canadian stock markets and ETFs and Funds. It also does not have advanced charting like TradingView’s because it’s specially designed for fundamental analysis. So, if you are a technical trader, you can read my detailed review of TradingView. On the other hand, if you are an investor who wants to find the best stocks for long-term investing, then Stock Rover is the right stock research and analysis software for you.Try Stock Rover Ultimate For Free For 14-Days (No Credit Card Required)
What about GuruFocus? It’s pricier than Rover, but often considered the best of these sites.