Key Product Capabilities |
Essential Plan |
Premium Plan |
Premium Plus Plan |
Research ReportsStock Rover's Research Reports provides a comprehensive, exportable investment analysis for each of the 7,000+ stocks tracked by Stock Rover. An individual Research Report consists of a detailed eight page analysis of a company across a wide variety of investment factors critical to evaluate when deciding the merits of an investment opportunity.
The Research Reports tool is available as a separate product for $99.99/year or for $49.99/year when bundled with any yearly or two year Stock Rover Essentials, Premium or Premium Plus subscription plan. |
Bundled Pricing Available |
Bundled Pricing Available |
Bundled Pricing Available |
Dynamic TableStock Rover's provides a dynamic spreadsheet like table that allows for easy comparison of any group of stocks, ETFs or mutual funds across many different measures. The power of Stock Rover's table must be experienced to be fully appreciated. The table comes pre-populated with a set of views, each containing a set of financial metrics. These can be easily customized to suit your needs—just add, remove, or rearrange columns, or create completely new views from scratch. |
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ChartsStock Rover comes with a powerful charting package that provides the ability to chart stocks, ETFs, funds, indices, benchmarks as well as macro objects such as screeners, portfolios and watchlists. There are many fundamental and technical charts available, as well as chart modes such as logarithmic, candlestick and dividend adjusted return.
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Insight Panel with In-Depth FinancialsStock Rover's Insight Panel is home to detailed fundamental data, financial statements, analyst ratings, company news, earnings transcripts and much more. |
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ScreeningFind the investment candidates that fit your personal investing strategy with Stock Rover's powerful and easy to use Stock and ETF Screening Facility. |
Stock Screening |
Stock and ETFs, Ranked Screening |
Stock and ETFs, Ranked Screening, Equations |
Fair Value and Margin of SafetyStock Rover computes the fair value and margin of safety for all stocks in its universe. Stock Rover also computes a number of scores that rank stocks vs. their peers and the overall market. These scores include valuation, growth, profitability, capital efficiency, financial strength, quality, sentiment, momentum, the Piotroski F-Score and the Altman Z-Score. With these scores in hand it is easy to distinguish the performers from the non-performers in many different dimensions of investment performance. |
10 scores / month |
20 scores / month |
Unlimited |
Stock RatingsOur unique stock ratings facility distill complex historical data into percentile performance grades for stocks vs. their peers in key areas such as growth, valuation, efficiency, financial strength, quality, dividends and momentum. An overall grade is rendered for each stock, making it easy to evaluate and compare different investment opportunities.
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10 ratings / month |
Unlimited |
Investor WarningsOur comprehensive Investor Warnings facility makes investors aware of characteristics of a given stock that makes it riskier and less desirable from an investment standpoint. Investor Warnings finds things that are hard to notice or would require a lot of manual work to figure out. Things you need to know! |
10 tickers / month |
20 tickers / month |
Unlimited |
AlertsGet alerted in real time when anything of interests happens to any ticker you are interested in. Alerts can occur for anything from % price changes beyond a threshold, price levels being reached and unusual trading volume to events like certain P/E levels being reached or an upcoming earnings announcement. Alerts are sent via text and/or email. |
Tickers |
Tickers, Portfolios, Watchlists, Indices |
Tickers, Portfolios, Watchlists, Indices |
MarketsMarkets is our daily financial news site designed to complement our signature Stock Rover research platform with real-time summaries, stats and news for U.S. and world markets. Key indices, stocks, ETFs, bonds and commodities are all covered in depth. Plus get comprehensive market and company news from a variety of user configurable news sources. |
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IdeasWant some fresh investing ideas? Head to the Stock Rover ideas panel. Updated regularly with investment articles and stock screeners that embody many different stock selection strategies, including favorites like growth, valuation, momentum as well as more esoteric ones like quality, magic formula or bargain hunters. |
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Earnings CalendarKnow which companies are going to announce earnings when with Stock Rover's flexible and easy to use Earnings Calendar. Select Day, Week or Month View. View companies sorted by ticker or market cap. |
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Advanced Portfolio AnalyticsGet detailed portfolio analytics including risk adjusted return, volatility, beta, correlation, Sharpe Ratio, component performance and much more. |
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Future Dividend Income ProjectionFuture Income is a tool that projects your future dividend income forward from the current date on a monthly basis. You can select any combination of your portfolios to include in the calculation. The monthly income is computed from the individual stocks, ETFs and mutual funds you own in the selected portfolios. The Future Income tool can display dividend income at the summary, portfolio and individual holdings levels. |
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Correlation AnalysisCorrelation analysis is a tool for diversifying your portfolio—weakly correlated assets provide the only “free lunch” in investing. Stock Rover provides the ability to determine the correlations between stocks, ETFs, indices, and even portfolios and watchlists over any date range. Learn more about using correlation analysis. |
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Trade PlanningTrade Planning allows you to test potential trades in your portfolio. You can compare your portfolio with proposed trades vs. your current actual portfolio across many key risk, performance and sector balance metrics and see the full implications of your trades across a wide spectrum of factors. In addition to performance, and risk, you can see the aggregate growth rate, aggregate Price/Earnings, Price/Book and Price/Sales as well as dividends and yield. Trade Planning allows you to quickly see if your trade ideas move you closer or further from your investment goals before you make the trades |
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Portfolio RebalancingDefine the desired balance for each of your portfolios at the sector and individual stock level. Then monitor drift from ideal balance over time. When drift exceeds your threshold, generate the list of trades that will bring the portfolio back into balance. See more on portfolio rebalancing. |
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