Stock Rover is worth paying for if you want deep screening and portfolio analytics for US and Canadian stocks and are willing to learn a dense interface. As of September 2026, paid plans start at $348 a year, with a free plan and a no-card 14-day trial. It will not interpret the data for you.
Disclosure: We make Stock Simplifier, a stock research tool that competes with Stock Rover. Full disclosure
Great for: hands-on investors in US and Canadian stocks who want deep screening, hundreds of metrics and serious portfolio analytics, and who enjoy building their own views and tables.
Skip it if: you own mostly non-North American stocks, want a quick answer on whether a company is worth owning, or do not want to spend time learning a dense interface.
Price to value: good for investors who use the screener and portfolio tools every week. Premium Plus is the sweet spot, and the 14-day no-card trial makes it easy to check.
What Stock Rover is and how it works
Stock Rover is a browser-based research platform that combines three things most investors use separate tools for: a stock and ETF screener, company research, and portfolio tracking with analytics. It is built around a customizable table. You pick a list of tickers (a watchlist, a portfolio or a screen), choose which of hundreds of metrics appear as columns, and sort, filter, chart and compare from there.
Coverage is North American. Stock Rover supports equities on the major US and Canadian exchanges plus the OTC boards, alongside thousands of ETFs and mutual funds. Its financial data comes primarily from Morningstar under a licensing agreement, with additional data from Zacks, Intrinio, Quandl and Yodlee, and real-time pricing from IEX.
There is no install. Stock Rover runs in a web browser and lists a mobile interface on every plan, and it supports tablets.
What you get
- A very deep screener. Premium screens on 300+ metrics. Premium Plus adds equation-based screens, historical data screening and ranked screening. Ultimate adds percentile screening and OTC stocks. Pre-built screens cover value, growth, dividend, momentum and quantitative styles.
- Hundreds of metrics. 400+ on Premium, 700+ on Premium Plus and 800+ on Ultimate, with 5, 10 or 20 years of historical fundamentals depending on plan. Premium Plus and above let you create your own custom metrics.
- Portfolio analytics. Brokerage integration, detailed performance and risk analytics, rebalancing, a Trade Evaluator, future dividend income projections, Monte Carlo simulations and correlation analysis.
- Scores, ratings and fair value. Stock scores, stock ratings, a fair value and margin of safety estimate, and investor warnings. Premium caps these at a set number of tickers a month; Premium Plus and above are unlimited.
- Research Reports. An 8-page report on each of 7,000+ North American stocks. The first page shows an overall score, an estimated intrinsic value, margin of safety and a short business description. Later pages grade value, growth, quality and sentiment, rank the company against peers from 1 to 100, summarize five years of financials, and flag risks such as falling cash flow or rising debt.
- Charting and alerts. Fundamental and price charts, valuation and ratio charts on Premium Plus and above, and real-time email alerts.
Stock Rover pricing
Stock Rover sells four paid plans alongside its free plan. Annual billing saves up to 30% and two-year billing up to 40%. Prices below are as of September 2026.
| Plan | Monthly | Yearly | 2-year | What it adds |
|---|---|---|---|---|
| Free | $0 | $0 | $0 | Basic research on individual stocks and market tracking |
| Premium | $34 | $348 | $576 | 400+ metrics, 5 years of fundamentals, 300+ screening metrics, 15 screeners and 15 portfolios, brokerage integration. Research Reports cost extra |
| Premium Plus | $70 | $588 | $1,008 | 700+ metrics, 10 years of fundamentals, equation and historical screening, unlimited scores and fair value, Research Reports included |
| Ultimate | $99 | $948 | $1,656 | 800+ metrics, 20 years of fundamentals, fund reports, option and insider metrics, OTC screening, unlimited custom metrics |
| Ultimate Pro | $199 | $1,788 | $3,096 | Ultimate with advisor-scale limits, bulk exports and professional usage |
On Premium, Research Reports are an add-on that Stock Rover's plan comparison lists at about $50. The 14-day trial asks for no credit card and reverts to the free plan when it ends, so there is nothing to cancel. Once you pay, though, Stock Rover says it does not issue refunds. Stock Rover has also reshaped its lineup over time, so older plan names and prices you may see quoted elsewhere, including an Essentials tier, no longer appear on its pricing page.
What Stock Rover does well
Screening depth. Not many retail tools let you screen on equations, on historical values, or by percentile rank against the market. If you like to express an idea as a precise filter, such as high ROIC, rising margins and a falling share count, Stock Rover can build it.
Portfolio analytics that go beyond tracking. Monte Carlo simulations, correlation analysis, rebalancing and future dividend income projections are tools many research sites leave out. Brokerage linking keeps the numbers current.
The Research Reports are a genuine shortcut. They pull scores, a fair value estimate, peer rankings and risk flags into eight pages. For a first pass on whether a stock deserves a closer look, they save time.
Flexible and customizable. Views, columns, tags, notes, color coding and custom metrics let you shape the tool around your own process.
Low-risk to try. A free plan and a no-card, 14-day trial of the paid features is about as friendly as trials get.
Where Stock Rover falls short
North America only. If you own European, Asian or other international stocks, Stock Rover will not cover them.
It is dense. The table-first design is powerful and it takes real time to learn. You need to know which of 700 metrics matter before the depth pays off.
Numbers without a story. Scores and fair values tell you how a stock screens. They do not explain what the company does, whether its moat is durable, or how its lifecycle phase should change which metrics you weigh. A fair value produced by a formula can also look precise while resting on assumptions you never see.
Premium feels limited. Five years of fundamentals, capped scores and fair values, and reports sold separately push most serious users up to Premium Plus at $588 a year.
No refunds. Use the full trial before paying, because Stock Rover will not refund a subscription once billed.
Pros
- One of the deepest retail screeners
- Real portfolio analytics, including Monte Carlo and rebalancing
- 8-page Research Reports on 7,000+ stocks
- Up to 800+ metrics and 20 years of fundamentals
- Morningstar-sourced financial data
- Free plan and a no-card 14-day trial
Cons
- US and Canadian stocks only
- Steep learning curve
- Scores and fair values without business context
- Premium is limited; Plus is the real entry point
- No refunds once billed
How we score Stock Rover
| Data depth | Up to 800+ metrics, 20 years of fundamentals, equation and historical screening. | 4.5/5 |
| Ease of use | Powerful table-first design that takes weeks to feel natural. | 2.5/5 |
| Value for money | Strong for weekly users, and Premium Plus is fair. Premium alone feels thin. | 3.5/5 |
| Helps you build your own conviction | Research Reports and fair values give a starting view, with no framework for judging the business. | 3/5 |
| Coverage | Deep on US and Canadian stocks, ETFs and funds. Nothing beyond North America. | 3/5 |
| Free tier | A basic free plan plus a generous no-card trial of paid features. | 3.5/5 |
| Overall | A top screener and portfolio toolkit for North American investors who bring their own judgement. | 3.5/5 |
Who should use Stock Rover, and who should skip it
Use Stock Rover if you invest mainly in US and Canadian stocks, you think in screens and spreadsheets, and you want to analyze your whole portfolio (its risk, correlation and future dividend income) as well as individual stocks. Dividend investors in particular will get use from the income projections.
Skip Stock Rover if you hold international stocks, you want a plain-English explanation of a business, or you do not want to invest time in learning a complex tool. If you research a few companies a year, the depth will mostly go unused.
How Stock Rover compares
Stock Rover vs TIKR. TIKR covers 100,000+ global stocks with strong estimates and transcripts. Stock Rover is the better screener and portfolio analyzer for North America. See Stock Rover vs TIKR and our TIKR review.
Stock Rover vs Koyfin. Koyfin is global, with better charting, dashboards and a mobile app. Stock Rover goes deeper on screening and portfolio analytics. See Koyfin vs Stock Rover and our Koyfin review.
Stock Rover vs GuruFocus. GuruFocus adds guru tracking, 30-year histories and global regions at a higher price. See GuruFocus vs Stock Rover and our GuruFocus review.
Stock Rover vs Finviz. Finviz is faster and simpler for quick screens. Stock Rover is far deeper once you are past the first filter. See Finviz vs Stock Rover.
Stock Rover vs Stock Simplifier. Stock Rover is a toolkit: it gives you the metrics, screens and portfolio math and leaves the conclusions to you. Stock Simplifier guides the analysis of one company at a time: it walks you through the business model, lifecycle phase, moat, management, growth, risk and valuation, fills in real Fiscal.ai data and explains why each number matters, and you score it and decide. Stock Rover is the better choice for screening depth and portfolio analytics, and Stock Simplifier has no portfolio tracker. Stock Simplifier covers 10,000+ global stocks, has a free plan with no card, and paid plans start at $199 a year. See Stock Simplifier vs Stock Rover.
For a wider list, see our Stock Rover alternatives and best stock screeners. We also review Motley Fool Stock Advisor, Seeking Alpha, Morningstar, Simply Wall St, Zacks and TipRanks.
Where Stock Rover ranks in our buyer's guides: #7 in our best stock research tools for long-term investors, #4 in our best stock research tools for dividend investors and #3 in our best stock research tools for value investors. For other styles, see the guides for growth investors.
The bottom line
Stock Rover is one of the most capable screening and portfolio tools an individual investor can buy, and the free trial makes it easy to find out whether it fits. It rewards investors who already have a process and want to run it faster and more precisely. It does not teach that process or tell you what a business is worth owning for. If you are still learning how to analyze a stock, start with the framework, then add the screener.
Sources
Prices, plans and features on this page were checked against these pages in September 2026. Some sites change their plans often, so confirm the current price before you buy.
- Stock Rover: Plans
- Stock Rover: Plan comparison
- Stock Rover: FAQs
- Stock Rover: Where its financial data comes from
- Stock Rover: Research reports