Stock Rover
API—OSS—FREEyesDOCS5/5
SR6.7#20 of 81
outWeboutWindows—Mac—LinuxoutAndroidoutiOS
Ranked in Portfolio Management Software ·Free plan· paid from $2/mo
About
Stock Rover is ranked #20 of 81 in portfolio management software on Inferse, made by Stock Rover (Braintree, Massachusetts, United States). It runs on Android, iOS, Web, Windows. There is a free plan. A free trial is offered. Paid plans start at $2/mo.
Compared on portfolio management software
- Free plan
- Yesstockrover.com
- Paid from
- $24/user/mostockrover.com
- Asset class coverage
- multi_assetstockrover.com
- Performance reporting
- Yesstockrover.com
- Allocation analysis
- Yesstockrover.com
- Risk analysis
- Yesstockrover.com
- Tax-lot tracking
- Yesstockrover.com
- Maximum portfolios
- 15 portfoliosstockrover.com
Facts
- Free Trial
- Plans can be tried free for 14 days.stockrover.com · 28 Sept 2026
- Trial Payment
- No credit card information is requested for a trial.stockrover.com · 28 Sept 2026
- Trial Reversion
- An expired trial automatically reverts to the Free plan without charging.stockrover.com · 28 Sept 2026
- Billing Discounts
- Annual billing saves up to 30%; 2-Year billing saves up to 40%.stockrover.com · 28 Sept 2026
- Payment Methods
- Payments are accepted by credit card or PayPal.stockrover.com · 28 Sept 2026
- Asset Coverage
- The platform covers stocks, ETFs, and funds.stockrover.com · 28 Sept 2026
- Screening Metrics
- Stock screening offers over 800 financial metrics and custom formulas.stockrover.com · 28 Sept 2026
- Research Reports
- Reports cover stocks, 7,400 ETFs, and 20,000 mutual funds.stockrover.com · 28 Sept 2026
- Historical Data
- Stock Rover provides decades of financial statements and market data.stockrover.com · 28 Sept 2026
- Portfolio Analytics
- Analytics cover performance, sector exposure, diversification, and risk.stockrover.com · 28 Sept 2026
- Brokerage Integration
- Paid plans include portfolio management with brokerage integration.stockrover.com · 28 Sept 2026
- Trial Export Limit
- Trial members cannot export tables to CSV files.stockrover.com · 28 Sept 2026
- Trial Reports
- Trials include 20 Research Reports, Dow 30 access, and up to 5 Stock Ratings Reports.stockrover.com · 28 Sept 2026
- Support Channels
- Support includes email, phone, and priority hotline support depending on plan.stockrover.com · 28 Sept 2026
- Company Positioning
- Stock Rover describes itself as institutional-grade analysis for individual investors.stockrover.com · 28 Sept 2026
- Data Retention
- Saved items remain restorable after re-enrolling in a paid plan.stockrover.com · 28 Sept 2026
- Product
- Stock Rover is a professional investment research platform that runs directly in a browser and covers stocks, ETFs and funds across major North American exchanges.stockrover.com · 28 Sept 2026
- Screening
- Its advanced screening supports over 650 metrics, ranking and custom equations.stockrover.com · 28 Sept 2026
- Ratings and warnings
- Its Investor Warnings facility identifies red flags and its proprietary ratings cover Growth, Value, Profitability and Sentiment.stockrover.com · 28 Sept 2026
- Brokerage providers
- Stock Rover connects to most brokerages through Yodlee and provides a separate direct-feed procedure for Interactive Brokers.stockrover.com · 28 Sept 2026
- Security
- Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption.stockrover.com · 28 Sept 2026
- Credential protection
- Yodlee handles brokerage credentials and institutions, while Stock Rover says it never handles those credentials; Yodlee policies comply with GLBA.stockrover.com · 28 Sept 2026
- Data storage
- Investment data is stored in a secured Massachusetts data center and backed up to a New Hampshire data center and secure third-party cloud storage.stockrover.com · 28 Sept 2026
- Support
- Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options.stockrover.com · 28 Sept 2026
- Installation
- No software download or installation is required because Stock Rover runs inside a browser.stockrover.com · 28 Sept 2026
- Trading limitation
- Stock Rover describes itself primarily as a research platform and says users cannot execute trades through it.stockrover.com · 28 Sept 2026
- Trial limits
- The 14-day trial excludes CSV table export and limits access to 20 Research Reports plus the Dow 30 and five Stock Ratings Reports.stockrover.com · 28 Sept 2026
- Audience
- Stock Rover says it is designed for individual investors while also providing the power needed by financial professionals.stockrover.com · 28 Sept 2026
Company
- Founded
- 2008stockrover.com · 28 Sept 2026
- Headquarters
- Braintree, Massachusetts, United Statesstockrover.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- stockrover.com/plans/· checked 28 Sept 2026
- stockrover.com· checked 28 Sept 2026
- stockrover.com/help/stock-rover-overview/· checked 28 Sept 2026
- stockrover.com/help/brokerage-connect/connecting-to-br· checked 28 Sept 2026
- stockrover.com/help-resources/faqs/· checked 28 Sept 2026
- stockrover.com/support-database/how-will-my-informatio· checked 28 Sept 2026
- stockrover.com/new-user-resources/· checked 28 Sept 2026
- stockrover.com/about-premium-trial/· checked 28 Sept 2026
- stockrover.com/about-us/our-story/· checked 28 Sept 2026