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Head-to-head · Investment Tools

Sharesight vs Stock Rover

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Sharesight #1 in Investment Tools 9.3/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit Sharesight
Stock Rover #5 in Investment Tools 8.8/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit Stock Rover

Sharesight leads on 0 checks, Stock Rover on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSharesight · 9.3/10
  • Free planboth
  • Free trialboth

Sharesight scores higher on our rubric for investment tools: 9.3 against 8.8 out of 10; our editors rank them #1 and #5.

Sharesight is the better fit for investors wanting broad portfolio and tax reporting. Stock Rover is the better fit for investors focused on portfolio risk and planning.

  • Sharesight fits best

    Investors wanting broad portfolio and tax reporting

  • Stock Rover fits best

    Investors focused on portfolio risk and planning

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Sharesight 9.3/10 Visit ↗ Stock Rover 8.8/10 Visit ↗
At a glance
Editor score 9.3 8.8
Ranking #1 in Investment Tools #5 in Investment Tools
Best for Investors wanting broad portfolio and tax reporting Investors focused on portfolio risk and planning
Pricing model Free plan + paid Free plan + paid
Starting price $7/mo $288/yr
Free plan ✓ ✓
Free trial 14 days 14 days
Free trial length 14 days · no card needed 14 days · no card needed
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Live chat, Community, Docs Email, Phone, Docs
Integrations 200+ integrations 10 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market
Features Sharesight 0/5 · Stock Rover 0/5
Account sync Not checked yet Not checked yet
Investment research Not checked yet Not checked yet
Stock screener Not checked yet Not checked yet
Dividend tracking Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Specs
Supported assets Not checked yet Not checked yet
Our review
Pros
  • Combines performance, tax, allocation, risk and benchmark reporting
  • Supports broker connections, uploads and manual trade entry
  • Web, iOS and Android access, plus 200 integrations
  • Connects portfolios to named brokerages or supports manual and file imports
  • Combines allocation, risk, correlation, and performance analysis
  • Supports rebalancing, dividend projections, simulations, and reports
Cons
  • Free is limited to 1 portfolio, 10 holdings and 1 custom group
  • Starter is capped at 30 holdings, including closed holdings
  • Mobile access is read-only for portfolios
  • Premium starts at $29/month with annual billing
  • The product is web-only
  • Brokerage connection and portfolio limits vary by paid tier
Our verdict

Sharesight brings portfolio tracking and reporting together for individual investors, accountants, financial advisors and family offices. It can track stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with…

Read the review →

Stock Rover brings investment research and portfolio management together in a browser-based platform. It is aimed at individual investors, wealth builders, retirees, advisors, and other portfolio professionals who want to screen stocks,…

Read the review →
  1. SharesightInvestment Tools 9.3Free plan · 14-day trial
  2. Stock RoverInvestment Tools 8.8Free plan · 14-day trial

Strengths and trade-offs

  • Sharesight — where it wins

    • Combines performance, tax, allocation, risk and benchmark reporting
    • Supports broker connections, uploads and manual trade entry
    • Web, iOS and Android access, plus 200 integrations

    Where it doesn't

    • Free is limited to 1 portfolio, 10 holdings and 1 custom group
    • Starter is capped at 30 holdings, including closed holdings
    • Mobile access is read-only for portfolios

  • Stock Rover — where it wins

    • Connects portfolios to named brokerages or supports manual and file imports
    • Combines allocation, risk, correlation, and performance analysis
    • Supports rebalancing, dividend projections, simulations, and reports

    Where it doesn't

    • Premium starts at $29/month with annual billing
    • The product is web-only
    • Brokerage connection and portfolio limits vary by paid tier
  • Sharesight9.3/10 · Free plan · 14-day trial

    Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.

    Visit SharesightFull verdict →
  • Stock Rover8.8/10 · Free plan · 14-day trial

    A web-based research and portfolio tool with brokerage sync, risk analysis, and planning.

    Visit Stock RoverFull verdict →

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update