Stock Rover Review – A Feature-Rich Stock Screener

Stock Rover Review – A Feature-Rich Stock Screener
review-rating
Whether you’re new to portfolio analysis and just want to look at various stock ratings or are looking for a feature-rich stock screener with years of historical data behind its technical analysis, Stock Rover offers a lot to its users.
9/10
Cost
8/10
Features
10/10
Ease of Use
7/10
Add-ons
8/10
When I was just getting started in the world of personal finance, I learned that there are many very simple investment strategies that will yield good results over time. As a result, I’ve taken to heart that with a little bit of my own investment research and some sound, consistent decisions, I don’t need to pay a financial advisor to manage my stock portfolio for me.
Once I got used to buying ETFs and individual stocks in my brokerage account, I started looking into different research tools to take my portfolio management beyond the day's market news. There are a few different research platforms to assist with stock screening, financial data, and additional metrics—and frankly, it’s easy to get overwhelmed by the sheer number of options and functionality each of the various analysis tools offers.
One popular online tool for generating research reports and screening stocks is the Stock Rover platform. Whether you’re new to portfolio analysis and just want to look at various stock ratings or are looking for a feature-rich stock screener with years of historical data behind its technical analysis, Stock Rover offers a lot to its users.

What is Stock Rover?

At its heart, Stock Rover is a research platform for real-time portfolio analytics, financial metrics, and insights into your stock portfolio. Its tools go well beyond traditional brokerage accounts and analyst ratings to provide a variety of additional metrics and reports that have actually been requested by real investors. 
Founded by long-time investors Andrew Martin and Howard Reisman, Stock Rover research reports aim to be as useful as accurate. With various features, such as brokerage integration, charting, and a detailed insight panel, Stock Rover offers something for everyone across its three main price tiers.

How does Stock Rover work?

Stock Rover makes it simple to sign up (for free!) and learn about various stocks. When creating your free account, you must provide your email address, username, and password. Stock Rover says they won’t sell or redistribute any of your account information.
Stock Rover Review – A Feature-Rich Stock Screener
Before accessing your 14-day free trial of the Stock Rover Premium Plus subscription, you’ll also answer a brief questionnaire that helps Stock Rover better understand you as an investor. You’ll simply share your investment expertise and where you heard about the platform, and then you’ll be in!
Stock Rover Review – A Feature-Rich Stock Screener
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.
When you first open Stock Rover, you might be overwhelmed by the various charts, panels, and numbers on your screen. While it’s a lot to take in at first, if you just focus on one window at a time, it becomes a bit easier to decipher what information is being presented to you and what overall takeaways you should have about the various stocks you’re exploring.
For example, one stock I have in my Vanguard brokerage, which has done abysmally since a friend who’s into penny stocks suggested I buy some shares, is Abeona Therapeutics Inc. (ABEO). Of course, profitability for a biotech stock is partly influenced by the quality of the research and its ability to go to market—something that COVID-19 vaccine makers have illustrated over the past years. Even so, I was curious about what Stock Rover’s rankings and advice had to say about a stock that has cratered since I first bought shares.
Stock Rover Review – A Feature-Rich Stock Screener
Looking up Abeona Therapeutics Inc. is easy thanks to the ability to search by a ticker symbol in the top left corner of Stock Rover’s user interface. As you can see from the graph of the price over the past year, shares that were floating between $3 and $4 only a year ago are now hovering around a quarter a share.
Clicking on the “Warnings” hyperlink gives you more reason to pause should you consider investing in ABEO. As you can see, red flags about the company include negative cumulative earnings over the past year, several years with negative operating cash flow, and high stock-based compensation for its employees. If I had had this investor warnings report when my friend first shared his “hot tip,” I may not have made a move.
Stock Rover Review – A Feature-Rich Stock Screener
On the other hand, if you’ve just heard about Abeona Therapeutics today, Stock Rover does share that — based on its analysts — there is reason to buy. While not an overwhelming “Strong Buy,” like Apple, three analysts characterize the stock as a Strong Buy or Hold. They also place the Average Target Price at $3.00 a share, meaning you could make a nice profit if you set a limit order at that amount after buying shares for $0.25 each.
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.
Stock Rover Review – A Feature-Rich Stock Screener
Another quick and helpful feature for new users is Stock Rover’s Stock Ratings. As you can see, ABEO has an overall rating of 35, or 2 out of 5 stars. That star rating comes from an average of several different factors, including how the company scores when viewed through the lenses of growth, valuation, efficiency, financial strength, and momentum. 
Stock Rover Review – A Feature-Rich Stock Screener
The above overview is just a small sampling of what Stock Rover can do. Depending on your plan, you’ll also find plenty of benefits from additional features, such as information about the margin of safety for a particular stock or email alerts based on your defined stock watchlist.

Using Stock Rover screeners to make stock picks

Stock Rover is great for researching stocks, but how useful is the information you can glean from its analysis and reports? When screening with Stock Rover, there are many different comprehensive criteria to leverage when picking stocks. One pre-recorded screener quite popular with the platform is “Strong Buys.”
Stock Rover Review – A Feature-Rich Stock Screener
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.
The Strong Buys screener uses a margin of safety of 25% or higher and a sentiment score of 75% or higher to help you understand what stocks are both safe and strong bets. You can find success using Stock Rover’s screening criteria to find relatively safe bets that will offer a solid return.

How much does Stock Rover cost?

Stock Rover’s price depends on which version you choose (there are three subscription options) and how frequently you pay. The three price tiers are the essentials plan, the premium plan, and the premium plus plan. Keep in mind that the free plan offered by Stock Rover is actually just a 14-day trial of the premium plus plan. Learn more about each option below.

Stock Rover Essentials Plan

  • Cost: $7.99/month or $79.99/year or $139.99/2 years
  • Over 8,500 North American stocks, plus 4,000 ETFs and 40,000 funds
  • 260+ financial metrics
  • Customizable views and columns
  • Flexible stock screening
  • Comprehensive charting capabilities
  • Portfolio management
  • Brokerage integration
  • Watchlist tracking
  • Real-time text and email alerts
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.

Stock Rover Premium Plan

  • Cost: $17.99/month or $179.99/year or $319.99/2 years
  • Everything in Essentials Plan
  • 90+ additional metrics
  • 10 years of detailed financial history
  • Data export
  • Powerful stock screening
  • Ranked screening
  • 100+ chartable financial metrics
  • Advanced alerting
  • Detailed portfolio analytics
  • Future dividend income projections
  • Monte Carlo portfolio simulation
  • Correlation analysis
  • Trade planning & rebalancing tools
  • Prioritized email support

Stock Rover Premium Plus Plan

  • Cost: $27.99/month or $279.99/year or $479.99/2 years
  • Everything in Essentials and Premium Plan
  • 300+ additional metrics
  • Custom metrics
  • Equation screening
  • Historical data screening
  • 180+ ETF screening metrics
  • Stock ratings
  • Stock fair value & margin of safety
  • Current and historical stock scoring
  • Investor warnings
  • Valuation charts
  • Ratio charts
  • Multiple metric charting
  • Much higher data limits
  • Top priority email support

Stock Rover features 

As you can tell from the above lists of features, Stock Rover offers a lot of useful functionalities. From looking at a company’s Piotroski F-score to understanding more about the company's strength to monitor your dividend yield, Stock Rover is a robust research and analysis platform. The following five features may not be as technically flashy as what Stock Rover offers; however, they are some of the most commonly used features.

Screening tools

Stock Rover offers some of the best screening tools in the industry. The platform even comes pre-loaded with over 100 pre-built screeners to help you analyze a stock from various perspectives. This can help you find the right stocks and ETFs that fit your investment strategy. You can also generate custom screeners that fit each of your needs.

Comparison tools

Thanks to features centering on fair values and margin of safety, Stock Rover’s comparison tools are second to none. With side-by-side evaluation tools, you can make an informed investment decision in a way that just wasn’t possible before this platform came along. Comparing tickers in Stock Rover’s table helps you stay informed at a simple glance.
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.

Research reports

As you saw from my above example about Abeona Therapeutics, Stock Rover’s research reports are in-depth and detailed. Up-to-the-minute, comprehensive, and, most importantly, unbiased, they allow you to access overview reports, in-depth analysis, dividend history, and ratings compared to the company’s peers with just a few clicks.

Portfolios

If you don’t want to have multiple tabs or windows open to keep track of your brokerage and other financial statements, Stock Rover makes portfolio management a breeze. From brokerage integration to portfolio analysis tools, you’ll get a lot more insight into your investments when using Stock Rover’s analysis platform.

Charting

Stock Rover advertises that its charts go well beyond what is standard in the investment industry. This means you can compare portfolios, screeners, and a variety of other benchmarks. Whether you want to compare your portfolio’s performance to the S&P 500 or chart fundamental metrics like the price/earnings ratio, Stock Rover has the tools to help you do it.

Who is Stock Rover best for? 

  • Hands-on investors. If you want to actively manage your stock portfolio, Stock Rover is a great tool for you. Even if you’re a bit overwhelmed by its features, you can start at a lower price tier and work your way up as you learn more about managing your portfolio.
  • Frequent traders. Thanks to up-to-date alerts and real-time data comparison tools, anyone actively trading can find much to love in Stock Rover. While day trading is certainly risky, Stock Rover does arm you with many tools and data to make more informed decisions as an investor.
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.

Who shouldn’t use Stock Rover?

  • People who prefer auto-pilot. If you’re more of a “set it and forget it” kind of investor, while Stock Rover’s tools and data may interest you, you won’t get much use from the platform. If you like keeping your investments on autopilot and don’t see yourself changing course due to your level of cautiousness, Stock Rover likely isn’t a good fit for you.
  • People with only a 401k. If you are only invested in the stock market through an employer-sponsored 401k or similar retirement program, you may not want to play around with Stock Rover. While the free trial could be useful for helping you choose from a few different managed portfolios, if your employer doesn’t give you much power over the mix of stocks, ETFs, and bonds in your retirement account, you may just wind up annoyed at them after browsing what else is out there via Stock Rover.

Pros and cons

Pros
  • Feature-rich. Even if you’re subscribing to Stock Rover for their Essentials Plan, there are dozens of useful tools within the platform to help you take your investing to the next level.
  • Useful data. Thanks to its comparison tools and an aggregate of data from a variety of sources, the data you review in Stock Rover is highly useful and informative.
  • Multiple perspectives in reports. Stock Rover gives great depth in its reports, allowing you to make informed decisions as an investor while weighing a variety of different perspectives and ways of evaluating an individual stock and company. 
Cons
  • Overwhelming at first. The user interface of Stock Rover is powerful, but it isn’t necessarily pretty. Especially when you first open it up, it can be easy to get disoriented by the dizzying array of information on display.
  • Not free. There isn’t a truly free version of Stock Rover, which means it’s going to cost you to use. Even so, when you consider the sorts of returns you may be able to make investing with the platform, this might be totally worth investing in.
  • Desktop is a superior experience. While there is a mobile app, if you want to get the most of Stock Rover, you truly need a larger screen. Dual monitors are the way to go if you have them.

Stock Rover vs. Motley Fool Stock Advisor vs. Seeking Alpha

Platform
Cost
Real-Time Research Reports
Portfolio Management Tools
Buy Signals
Stock Ratings
Stock Rover
$79.99 to 279.99/year
Yes
Yes
No
Yes
Motley Fool Stock Advisor
$199/year
No
No
Yes
Yes
Seeking Alpha
$239 to $2400/year
No
No
Yes
Yes

Motley Fool Stock Advisor

While Motley Fool Stock Advisor is a bit cheaper than Stock Rover, it falls short regarding research and portfolio management. Stock Rover has the upper hand regarding real-time research reports — even if it doesn’t offer buy signals for stocks. You’ll still get stock ratings with Motley Fool, but it won’t give you the level of detail and insight a platform like Stock Rover offers. Ultimately, if you’re taking an active role in your investing and want to-the-minute information, Stock Rover is your best bet.
The Motley Fool is offering its top stock-picking service at 50% off for new members.*
*$89 is an introductory price for new members only. 50% discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then-current list price.

Seeking Alpha

Like Motley Fool Stock Advisor, Seeking Alpha comes up short compared to Stock Rover regarding stock research and analysis. Seeking Alpha might be a bit cheaper, but unless you care a lot about buy signals and don’t feel that Motley Fool meets your needs, it’s silly to pick something other than Stock Rover.

FAQs

Is Stock Rover a desktop-only client?
No. Stock Rover launched its mobile app in 2014. While Stock Rover’s mobile app isn’t as fully-featured as its web-based desktop client, it’s still a very useful tool for performing research and analysis on the go.
Do I need to do stock research?
It depends on how actively you’re interested in your investments. Even if you think that you’re more of a casual investor, it’s definitely worth looking into the free plan to see what Stock Rover can do for you in just 14 days. That’s the best way to determine if you have long-term use for it or not.
Do you have to download any software to use Stock Rover?
No. Stock Rover is a web-based client first. If you do want to use the mobile app, that does require a download; however, Stock Rover is supported for PC and Mac, Android and iOS, and across Chrome, Firefox, Safari, Internet Explorer or Microsoft Edge.
Are there location restrictions for users?
No. Stock Rover is available to users regardless of if they reside in or out of the United States.

The bottom line

If you want to manage your investment portfolio actively, you must do some research. Don’t be like me and just trust a friend who “has a good feeling” about a stock — your portfolio will thank you when it doesn’t depreciate! A stock research tool like Stock Rover offers a powerful way to get in the driver’s seat of your investing strategy.
While a stock research platform isn’t necessarily something all investors need to pay for, it’s something to consider if you’re getting more serious about your portfolio. With a wide array of features and tools to compare various portfolios and stocks over time (and in real time), Stock Rover emerges ahead of the rest of the pack when it comes to getting you up-to-date data to better inform your trading decisions.
Even if it’s a bit confusing or overwhelming at first, Stock Rover packs a lot of powerful features into a robust, data-oriented platform. Especially if you’re interested in getting more focused on your investment goals, Stock Rover can give you a wealth of information on which to act.  

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Brent Ervin-Eickhoff is a Chicago-based writer, stage director, and filmmaker with a background in digital marketing and content creation. In addition to Joy Wallet, Brent has written for Complex, Volkswagen, HowlRound, Picture this Post, and Third Coast Review, among others. He currently serves as the Associate Director of Marketing for Content Creation at Court Theatre at the University of Chicago. Brent graduated from Ball State University with Academic Honors in Writing.

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