Stock Rover’s Screening & Portfolio Tools Full Test & Rating

My review testing awards Stock Rover 4.7 stars. Its advanced screening, research, and portfolio tools are ideal for US value, income, and growth investors.

With 650 financial metrics on 10,000 stocks and 44,000 ETFs, we rate Stock Rover the number one stock screener.

As a premium subscriber to Stock Rover for the last five years, I can help you decide if this platform is right for you. I use Stock Rover daily and will show you all the important benefits and limitations of the service.

Test Results & Ratings

Stock Rover Rating Rating	4.7/5.0
💸 Pricing	★★★★★
💻 Software	★★★★★
🚦 Trading	★★★★✩
📡 Screening	★★★★★
📰 Portfolio & Research	★★★★★
📰 News & Social	★★★✩✩
📈 Charts & Analysis	★★★★✩
🔍 Backtesting	★★★★✩
🖱 Usability	★★★★★

My Verdict

My testing shows Stock Rover is best for long-term dividend, value, and growth investors. Its exceptional features are in-depth screening of a 10-year financial database, research reports, and broker-integrated portfolio management. Stock Rover enables the development of intricate dividend, value, and growth investing strategies, making it an industry-leading platform.

With Stock Rover, I have developed incredible value strategies using its unique fair value, discounted cash flow, and margin of safety data. Its extensive growth investing data, such as performance versus the S&P 500 and industry growth and earnings rankings, make Stock Rover the best choice for serious investors.

Key Features

⚡ Features	Charts, News, Watchlists, Broker Integration
🏆 Exceptional Features	Financial Screening, Portfolio Mgt & Rebalancing, 10-Year Database
🎯 Best for	Growth, Dividend & Value Investors
♲ Subscription	Monthly, Yearly
🆓 Free	Try Stock Rover Free
💰 Price	Free or $28/m or $23/m annually
💻 OS	Web Browser
🎮 Trial	14-Day
✂ Discount Code	25% During Premium+ Trial Period
🌎 Region	USA

What is Stock Rover?

Founded in 2008 by Howard Reisman and Andrew Martin, Stock Rover is a US-based company providing stock screening, research, and portfolio management software. Targeted at individual investors, Stock Rover enables value, income, and growth investors to target their investments and manage their portfolios of stocks. Stock Rover customers manage over $10 billion in assets through its brokerage connection service.

Stock Rover’s key benefits include portfolio correlation and balancing and screening for dividends, value, and growth stocks. Its 10-year historical dataset allows you to backtest your screening criteria, which means you can see if your scans were profitable in the past.

Pros

• 650+ Financial Screening Metrics
• Potent Stock Scoring Systems
• Unique 10-Year Historical Financial Data
• Warren Buffett Value Screeners & Portfolios
• Easy to Use
• All Important Financial Ratios
• Real-time Research Reports
• Portfolio Management & Rebalancing
• Broker Integration
• Winner: Best Value Investing Screener

Cons

• No Social Community
• Not for Traders
• No Cryptocurrency or Forex Data
• US Markets Only

My Stock Rover Review Video

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Compare to Similar Products

Stock Rover is for long-term investors who want to grow and manage a stock portfolio. While products like TrendSpider and TradingView have investing features, they are more focused on trading features, like AI pattern recognition and technical scanning. Portfolio 123 is a direct competitor, but Stock Rover is better for price, research reports, news, and financial screening.

Features	Stock Rover	TrendSpider	TradingView	Portfolio123	MetaStock
Awards
Rating	4.7	4.7	4.5	4.4	4.1
Best for:	Investors	Traders	Traders	Investors	Traders
Free Plan	✅	❌	✅	✅	❌
Pricing	Free or $28/m or $23/m annually	$107/m or $48/m annually	Free or $59/m or $49/m annually	Free or $83/m annually	MetaStock R/T $100/m, Xenith $265/m
Financial Screening	✅	✅	✅	✅	✅
10-Year Financials	✅	❌	❌	✅	❌
Portfolio Management	✅	❌	❌	✅	❌
Research Reports	✅	❌	❌	❌	❌
Chart Pattern Scanning	❌	✅	✅	❌	❌
AI Stock Screening	❌	✅	❌	❌	✅
Financial News	✅	✅	✅	❌	✅
Stocks & ETFs	✅	✅	✅	✅	✅
FX/Commodity	❌	✅	✅	❌	✅
USA & Canada	✅	✅	✅	✅	✅
Global Market Data	❌	❌	✅	❌	✅

Pricing

Stock Rover pricing starts at $0 for the Free plan, Essentials costs $7.99, Premium $17.99, and Premium Plus costs $27.99 monthly. Opting for a yearly subscription reduces the costs by 16%, and a 2-year subscription reduces the price by 26%, representing a significant saving.

You can have Stock Rover for free; however, the real power is unleashed with the Premium Plus service. Moreover, their top service tier is inexpensive compared to the competition.

Stock Rover’s Free plan allows ad-free screening for 10,000 stocks. Broker integration, portfolio analysis, and stock market news are included for free. The Free plan is ideal for investors who use simple screening strategies and want to manage multiple stock portfolios in one place.

Stock Rover’s Essentials plan costs $7.99 monthly and provides five years of historical company financials, screening on over 44,000 ETFs, MorningStar Ratings, and 260 financial metrics, enabling granular stock screening.

Stock Rover Premium Plus (Recommended) costs $27.99 per month, but with a 2-year subscription, the price reduces to $16.40 monthly. I recommend Premium Plus for all experienced growth, income, and value investors because it unlocks unlimited fair value and margin of safety ratings, stock ratings, and investor warnings—additionally, access to 650 metrics and screening on historical data.

I even told Ken over at Stock Rover that their product pricing is too low; for this much value, they should charge more.

Stock Rover 25% Discount

Stock Rover does not offer coupon codes; however, new customers who start a free premium or premium plus trial receive a 1-year 25% discount. You can save 28% if you sign up for a two-year subscription.

Sign up for a free 14-day premium trial for a 25% discount on Stock Rover. Toward the end of the trial period, you will receive an email from Stock Rover offering a 25% discount on any paid plan.

Software

Stock Rover runs on PCs, Macs, Tablets, and Smartphones and requires zero installation; it simply works. The market data, scoring, ranking, and analysis are for the USA & Canadian markets only. When you register with Stock Rover and log in, you are greeted with the dashboard, which gives you an instant market performance breakdown and shows you your portfolio and dividend performance.

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Stock Rover Download

Stock Rover is a modern cloud-based architecture with no client software to download and install. All the stock exchange data resides on the vendor’s servers in the cloud. The charting and visualization are also stored and computed in the cloud; any chart you want to visualize is streamed to your client’s device.

Mobile App

Currently, there is a mobile-friendly Stock Rover App accessible via a special link: https://www.stockrover.com/mobile. However, for the full power of Stock Rover, you should use a PC, Mac, or tablet.

Stock Rover has the best implementation of stock screening on a cloud-based architecture on the market.

Screening

The Stock Rover screener allows for rapid filtering of 10,000 stocks and 44,000 ETFs to help you find investments that match your exact criteria. Stock Rover also has ranked screening, which enables you to rank the stocks that best match your criteria and filter a list from hundreds of stocks to a handful.

The list of fundamentals you can scan & filter on is genuinely huge. Any idea you have based on fundamentals will be covered with over 650 data points, scoring systems for stocks, and a further 96 criteria for ETFs.

Unique to Stock Rover is the ability to screen stocks on their performance relative to the S&P500. You could develop a strategy to select stocks based on their historical performance versus the benchmark.

Building your Stock Rover screener is easy: select Create Screener, give it a name, select the equity type, choose your universe of large, medium, or small-cap stocks, and then add your criteria. No programming skills are required.

Watchlists have fundamentals broken into Analyst Estimates, Valuation, Dividends, Margin, Profitability, Overall Score, and Stock Rover Ratings. You can even set the watchlist and filters to refresh every single minute if you wish.

With a screening and research tool, the critical magic ingredient is the database, and boy, is this an enormous database. There are over 650 selectable metrics, and 228 contain ten years of historical data. That historical data can be selected as Trailing Twelve Months (TTM) or historic calendar year data.

Some of my very favorite ratios and calculations are:

• Margin of Safety / Fair Value
• Greenblatt Earnings Yield and ROC
• Return vs. S&P500
• Piotroski and Altman-Z scores
• The Stock Rover Growth and Value Scores.

Stock Ratings

Stock Rover provides a rating engine that meticulously ranks stocks based on important metrics like growth, valuation, financial strength, dividends, and momentum. These ratings enable you to develop strategies to find stock with strong financials, cash flow, and efficiency, greatly simplifying strategy development.

I particularly like the roll-up view for all the scores and ratings. In the screenshot below, I have imported the Warren Buffett portfolio, which includes his top 25 holdings. I have also selected the “Stock Rover Ratings” tab, which rolls up all analyses into a simple-to-view ranking system, saving tremendous time and effort while providing a wealth of insight.

In the screenshot above, Stock Rover scores stocks on growth, valuation, efficiency, financial strength, dividends, and momentum. It also has overall ratings that place stocks in the top 20% of all rankings, making finding good investments easy.

Pre-Built Screeners

Stock Rover has over 150 pre-built screeners that you can import and use. You need to have the Premium Plus service to take advantage of this. I have personally reviewed many of them, and they are very thoughtfully built. One of my favorites is the Buffettology screener.

Buffettology Screener

Fair Value & Margin of Safety Rankings

One of the killer features of Stock Rover is the ability to view any watchlist, portfolio, or screener results using the Fair Value view. Fair Value enables value investors to assess if the stocks in a portfolio are undervalued or over-priced compared to their forward discounted cash flow; this is a dream feature for value investors.

The Fair Value and Margin of Safety analysis and rankings are a nightmare to calculate and more than justify the price of the Stock Rover Premium plan.

[Related Tutorial: Setup Your Own Warren Buffett Stock Screener With Stock Rover]

Dividend Income Analysis

Stock Rover provides dividend analysis to visualize a stock’s dividend yield, growth, and coverage versus its competitors. It analyzes any portfolio or watchlist to predict future dividend income based on current and future estimated dividends, making it ideal for income investors.

As all smart investors know, you need to accrue your dividends to have a chance at excellent market-beating returns. Stock Rover provides intelligent analysis to enable you to do just that.

Financial News

Stock Rover consolidates news from over 20 news sources, including Forbes, MarketWatch, and The Wall Street Journal, providing a time-saving way to view events that may impact your stocks or the market. The news feeds are not real-time, but they are useful.

As a long-term investor, real-time news is not a priority. If real-time is your priority, you can subscribe to Benzinga Pro News separately. Finally, there is no social chat and community within Stock Rover.

Charts

When it comes to stock charts, Stock Rover differs from all the other software vendors on the market. Whereas MetaStock and TradingView focus on hundreds of technical analysis (price/volume) indicators, Stock Rover focuses on charting the fundamental financial strength indicators.

Stock Rover excels at fundamental charting with over 240 financial and 16 technical analysis indicators; Stock Rover is not the best technical analysis or frequent trading service. Still, it is the complete package for fundamental income, growth, and value investors. There are no possibilities to draw trendlines or annotate charts in Stock Rover, but this functionality is coming soon.

Stock Rover alerts are configurable to provide instant SMS or email notifications when a stock meets your custom criteria. For example, “Alert me if Netflix crosses up through $200 up”. You can place alerts on fundamental indicators or prices; it is quite flexible.

Research Reports

The Stock Rover Research Reports enable you to generate a professional, readable PDF report on any particular stock’s current and historical performance. The reports are unique as they are real-time research reports. They are generated with the latest data highlighting a company’s competitive position, market position, and historical and potential dividend and value returns. The image below shows the dividend-adjusted commentary on Microsoft.

Get Free Stock Rover Research Reports

The best thing about Stock Rover’s Research Reports is they are Real-time, so the information is always up-to-date.

The Research Reports provide a genuinely comprehensive summary of any of the 10,000+ stocks in Stock Rover on the US and Canadian exchanges. Research reports can be viewed in the browser and produced in PDF format for portability and sharing.

I am very visual, and I like that a large amount of the data is thoughtfully represented in charts and graphically appealing tables. The integrated Research Reports functionality takes the visualization to the next level. With the visual representations of data, you can absorb and understand a lot of data exceptionally quickly, saving you time and effort. When you have Stock Rover, scanning a company’s quarterly financial reports is a thing of the past.

Portfolio Management

With Stock Rover, you get broker integration with practically every major broker, including Firstrade, Schwab, and Interactive Brokers. You cannot place trades from charts, but it will cover your portfolio’s profit and loss reporting and provide portfolio rebalancing recommendations.

Including dividend reporting and scoring, Stock Rover is a unique package. It is not for day traders but for longer-term investors who want to maximize their portfolio income and take advantage of compounding and a margin of safety to manage a safe and secure portfolio.

Finally, I really like portfolio analytics, which enables you to compare your portfolio returns for a given period. You can also see the portfolio correlation to the S&P500, the risk-adjusted return, and the Sharpe ratio.

One of Stock Rover’s standout features is the ability to view your existing and future asset allocation based on your weighting and distribution parameters.

Backtesting

The ability to backtest using a fundamental screener is advantageous. It can help you prove that your stock selection methodology has worked in the past, as you hope it will work in the future.

Stock Rover provides ten years of backdated financial information and scanning possibilities, better than nearly every other stock screening package. What is unique is that you can backtest screening results. Using Stock Rover, I developed my Beat the Market Screener, which focuses on growth and financial stability, and I could backtest the strategy for the previous seven years.

The Liberated Stock Trader Beat the Market Screener seeks to select stocks with a significant chance of beating the S&P500 returns. The screener uses growth in free cash flow and explosive EPS growth. Combining this with Joel Greenblatt’s ROC and Earnings Yield formulas, “the Magic Formula,” we have a selection of stocks that have significantly beaten the market 5 in the last 7 years.

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Review Summary

Stock Rover is our editor’s pick for US value, growth, and income investors: a 10-year financial screening database, research reports, and Warren Buffett & Ben Graham’s favorite criteria. If you are a long-term investor, this is the software for you.

FAQs

• Related Article: Portfolio123 An Alternative To Stock Rover.

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