Stock Rover
Stock Rover: A research-focused portfolio platform with broad brokerage links and detailed analysis tools. Ranked #36 of 81 in Portfolio Management Software by our editors (5.8/10); pricing: Free plan · 14-day trial; best for active investors needing research-style portfolio tools.
At a glance
- Editor score5.8 / 10
- PricingFree plan · 14-day trial
- Best forActive investors needing research-style portfolio tools
- Free planYes
- Paid from$288/yr
- Asset class coverageMulti_asset
- Founded2008 · Braintree, Massachusetts, United States
- Facts checked20 Sep 2026
Where it wins
- Risk, allocation, correlation, dividend, and performance analysis
- Brokerage connections include Fidelity, Schwab, Vanguard, and Interactive Brokers
- Portfolio simulations, rebalancing, reports, and alerts support ongoing decisions
Where it doesn't
- Access is limited to the web platform
- Advanced capabilities require paid plans starting at $29 monthly annually
- The vendor states that subscriptions are not refundable
Our verdict on Stock Rover
Stock Rover is a browser-based investment research and portfolio management platform for individual investors, wealth builders, retirees, advisors, and other portfolio professionals. It combines stock, ETF, and fund screening with brokerage-linked tracking, manual portfolio creation, file imports, performance reporting, allocation analysis, risk metrics, rebalancing, trade planning, dividend projections, simulations, reports, and alerts. It is a fit for investors who want research and portfolio analysis in one web-based workspace rather than a basic holdings tracker.
Pricing is structured across a free plan and several paid tiers. Free includes basic individual-stock research, market tracking, and Brokerage Connect availability. Premium costs $29 per month on annual billing or $34 per month on monthly billing and adds portfolio management with brokerage integration, 300+ screening metrics, 15 portfolios, two brokerage connections, and priority email support. Premium Plus is $49 per month annually or $70 monthly, adding advanced ETF screening, research reports, and valuation and ratio charts. Ultimate costs $79 annually or $99 monthly, with fund reports, option metrics, a full options chain, and hotline phone support. Ultimate Pro costs $149 per month on annual billing and adds professional usage, bulk exports, 300 portfolios, and 30 brokerage connections.
Its strongest differentiator is analytical breadth: users can examine volatility, beta, drawdown, Sharpe ratio, sector exposure, correlations, future dividend income, and simulated portfolio outcomes, then use rebalancing and trade-planning tools. Brokerage connectivity spans services including Yodlee, Interactive Brokers, Charles Schwab, E*TRADE, Fidelity Investments, Merrill Edge, T. Rowe Price, TD Ameritrade, Vanguard, and Wells Fargo. Choose Stock Rover if detailed research, multi-asset analysis, and connected portfolio monitoring matter. Choose an alternative if you need native mobile or desktop access, since the listed platform is web-only.
Your product? Our editors can test Stock Rover in depth and publish a review, labelled as paid · from $149/mo →
Stock Rover pricing
All 5 Stock Rover plans and prices →
Stock Rover fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $288/yr |
| Asset class coverage | Multi_asset |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | 15 portfolios |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 10 integrations: Yodlee, Interactive Brokers, Charles Schwab, E*TRADE, Fidelity Investments, Merrill Lynch Merrill Edge … See all → |
| Pricing | Free plan · 14-day trial (source) |
| Website | stockrover.com |
| Facts checked | 20 Sep 2026 |
Stock Rover integrations
Stock Rover lists 10 integrations on its own site.
- Yodlee
- Interactive Brokers
- Charles Schwab
- E*TRADE
- Fidelity Investments
- Merrill Lynch Merrill Edge
- T. Rowe Price
- TD Ameritrade
- Vanguard
- Wells Fargo
See all Stock Rover integrations →
Alternatives to Stock Rover
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Stock Rover alternatives →
Also Ranked In
Stock Rover is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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