A Bit of Background
Back in 2008, software engineers Andrew Martin and Howard Reisman were growing increasingly frustrated. They were tired of needing to rely on multiple websites and services to perform stock analysis for their personal investments; this frustration inspired them to create their own stock research platform, Stock Rover.
Fast-forward to today; Stock Rover is a complex and powerful tool that can be utilized by nearly any investor. The platform currently offers portfolio analysis (with technical indicators to monitor portfolio performance), dividend analysis, historical stock data, daily analyst ratings (with analyst rankings), an insight panel, and custom priority email alerts. If you’d prefer, SMS notifications are also available.
Stock Rover has services for both short-term and long-term investors, although some investors may benefit more than others. You might be wondering, “what services does it offer?” Well, the answer varies, depending on which plan you opt for.
Starting at “free” and working up to a monthly cost of $27.99, Stock Rover has options for any budget. Although—like many of its competitors—it doesn’t offer a 14-day free trial, Stock Rover does tend to offer holiday deals (such as the recent 30%-off Black Friday deal).
Now that you have a brief overview of the platform, let’s dive into the details! Keep reading to learn about the advantages, differences, and limitations of each plan.
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Stock Rover’s Free Plan
- Surprisingly, Stock Rover’s free plan provides a completely ad-free experience. This is good news for users with low-resolution monitors or screens, as ads can quickly take up valuable screen space, making some web apps nearly inoperable.
- This plan offers screening data on thousands of stocks (ten thousand, to be exact!). While not as expansive as the data provided on paid plans, we nonetheless think this data provides enough insight to execute simple stock screening strategies effectively.
- The stock market news feature is helpful for tracking the real-world progress, issues, and successes of individual companies.
- Broker integration and basic portfolio analysis tools are included with the free plan.
While the free version provides users with a decent amount of information on their individual stock picks, it doesn’t offer the same in-depth insights as higher-tier plans. Stock ratings, financial metrics, and ETF screening are just a few of the features excluded from this plan.
Stock Rover’s Essentials Plan
- This plan offers analyst ratings on thousands of stocks (courtesy of Morningstar).
- 260 financial metrics enable investors to screen stocks more effectively.
- You’ll also gain access to the ETF screeners, which contains over 44,000 ETFs for you to consider adding to your portfolio.
- Stock Rover’s Essentials plan provides subscribers with five years of historical company financials, which can be useful while conducting detailed portfolio analytics.
For only $7.99 a month, this plan presents many advantages over the free plan. Being able to screen ETFs will help you diversify your portfolio, but it’s important to remember that many powerful features—such as margin of safety calculations—are only available on the “Premium” or “Premium Plus” plans.
Stock Rover’s Premium Plan
- The premium plan offers over 350 different metrics to keep you informed in every facet of a stock’s performance.
- Premium plan provides full access to fundamental metrics.
- At this subscription level, customers can look back up to 10 years of a given company’s financial history.
- Investors can export their data, making this a useful subscription level for those who want to send Stock Rover’s market research to his or her brokerage firm.
- Stock Rover’s customer service also improves at this point. Premium subscribers are given priority when contacting the platform’s customer service e-mail line.
Monthly subscription expenses jump up to $17.99 per month on the Premium plan, but this is the first plan to offer complete portfolio management. You’ll also gain rebalancing functionality, correlation analysis, and future dividend income projection; however, you’ll be limited when it comes to fair value and margin of safety scores, having only twenty per month.
This limit is expanded on Stock Rover’s Premium Plus. While this top-tier subscription can be useful for the most involved of traders, most individual investors will be best served by the base premium plan.
Stock Rover’s Premium Plus
- You’ll have access to 300 additional metrics with this plan (650 total).
- This plan removes all limits on key features (stock ratings, investor warnings, & fair value and margin of safety ratings) while simultaneously unlocking every feature of the platform.
- You’ll receive top-priority email support from the support staff.
- Premium Plus offers the highest data limits of any Stock Rover plan.
Spending only $10 more every month ($27/month) will put all of Stock Rover’s features at your fingertips with Stock Rover Premium Plus. From complete use of all the platform’s technical indicators to detailed ratio charts, the Premium Plus plan offers everything you could ever need to maximize your trading potential.
Accessibility and Security
Stock Rover can be accessed anywhere in the world. There are no physical limitations as long as subscribers have reliable internet access.
Customer Service can be accessed through the website or by issuing a ticket through Stock Rover’s support team’s email address. Users of the paid services are afforded priority over those who use the company’s free platform. The customer service phone line costs an additional $50 per year for the service charge. Stock Rover’s telephones are staffed from 9 AM-5 PM, Monday through Friday, EST.
Stock Rover does not have an independent mobile application, but its desktop website can be accessed anywhere. As long as a user has either an iPhone or Android-based smartphone, they can access their account wherever they have reliable wi-fi or mobile data-based internet service.
The company also advertises the security of its transactions. All Stock Rover transactions dealt through the firm’s network are encrypted and are inaccessible to third parties. Company networks also boast multiple layers of firewall protection and authorized access to user information is kept to a limited basis.
Stock Rover Research Reports
Stock Rover trades in over 10,000 different stocks and subscribers can gain access to their proprietary research reports. These reports contain both historical and real-time data for each stock. Metrics provided include an in-house generated overall rating of the stock along with more traditional data such as return efficiency, ratings compared to similar assets, overall growth, and strength of valuation.
These reports can either be viewed in real-time on the company’s website or saved as a PDF. This ability to export a research report can be especially helpful for those who wish to export them out to a brokerage firm before considering a particular trade with a given financial advisor.
Portfolio Management Tools
Stock Rover keeps up with other investment advice companies in making sure that its subscribers keep their investment portfolio in line with each person’s investment strategy and specific preferences.
Individuals can even export their Stock Rover portfolios into their current brokerage either automatically or manually. The firm’s portfolio management services can then analyze and help investors plan where to go from there.
This makes Stock Rover a great option for individuals who either want further advice on where to take their investments or need advice on where to make their next move. Stock Rover can take your current market position and help you improve it. Subscribers can receive text or email reports on how their current assets are holding and even set alerts to report based on user-set parameters for a given security.
Additional Features of Stock Rover
In this section, we’ll cover some noteworthy features of Stock Rover that haven’t been discussed yet, highlighting the platform’s diverse functionality and the range of tools available to users.
Stock Rover allows users to create custom watchlists, helping investors track and monitor stocks, ETFs, and mutual funds that pique their interest. Users can set up multiple watchlists and categorize them based on specific themes or investment strategies. Watchlists can be easily shared with others, facilitating collaboration with fellow investors.
Stock Rover enables users to compare stocks directly against their industry peers. This comparison tool feature is crucial for investors who want to evaluate a company’s performance relative to its competitors. Users can access key financial ratios, growth rates, and valuation metrics to determine if a stock is outperforming or underperforming its industry peers.
Stock Rover’s Stock Talks
Stock Talks is a forum-like feature that enables users to share their thoughts, analysis, and opinions on individual stocks or the market as a whole. This social aspect of Stock Rover encourages users to learn from one another, share ideas, and gain valuable insights from a diverse community of investors.
Integrated News Feed
Stock Rover provides an integrated news feed, ensuring users stay updated on the latest market news, earnings reports, and relevant company announcements. Users can customize their news feed to focus on their favorite stocks or industries, helping them stay informed and make timely investment decisions.
The platform’s economic calendar is a valuable tool for investors who want to keep track of key economic events and data releases. Users can monitor upcoming events, such as GDP releases, unemployment reports, and central bank meetings, which can impact market sentiment and influence investment decisions.
Integration with Brokerage Accounts
Stock Rover allows users to link their brokerage accounts, enabling them to track their portfolios in real-time and access essential portfolio management tools. This integration streamlines the investment process by providing a centralized platform for research, analysis, and portfolio management.
Stock Rover’s Educational Resources and Community
One aspect of Stock Rover that sets it apart from other investment platforms is its commitment to investor education and fostering a sense of community. Whether you’re a beginner or an experienced investor, Stock Rover offers a wealth of resources to help you make informed decisions and improve your investment skills.
Stock Rover provides a comprehensive library of educational resources, including articles, tutorials, and webinars. These materials cover a wide range of topics, such as understanding financial metrics, using the platform’s tools effectively, and creating custom screeners. Additionally, the Stock Rover blog offers regular updates on market trends, investment strategies, and other relevant topics to help you stay informed.
The platform also provides video tutorials that walk users through various features and functions, making it easy for you to get started and navigate the platform confidently. With these educational resources, Stock Rover not only aims to provide a powerful research tool but also to help users grow and develop as investors.
Stock Rover believes in the power of collaboration and actively encourages its users to engage with one another. The platform’s community section allows users to share custom screeners, strategies, and ideas with fellow investors. This can be particularly valuable for those who are new to investing, as they can learn from the experiences and insights of more seasoned investors.
The platform also hosts regular webinars and Q&A sessions, where users can ask questions and learn from the Stock Rover team and industry experts. These events are designed to keep users informed about the latest trends, strategies, and best practices in investing, while also creating a sense of community among users.
Stock Rover’s Reputation and Reviews
Stock Rover has built a strong reputation among both industry experts and users for its comprehensive suite of investment research tools and user-friendly interface. The platform has received numerous accolades and positive reviews from renowned financial publications and individual investors alike, cementing its status as a top-tier investment research tool.
Barron’s Magazine, a leading source of financial news, analysis, and commentary, has praised Stock Rover for the sheer amount of context-appropriate information it provides, stating that “no other website packs as much useful, context-appropriate information onto a page.” This highlights Stock Rover’s ability to present complex data in a digestible, easily accessible format.
The American Association of Individual Investors (AAII) has also recognized Stock Rover as their Editor’s Choice, noting that the wide range of information and extensive customization opportunities make it hard to compete with. Forbes, another prominent financial publication, has recommended Stock Rover as an ideal platform to research stocks both fundamentally and technically.
In addition to the accolades from industry experts, Stock Rover has garnered positive feedback from its users. One user, Steve L., has praised the platform for being intelligent, intuitive, and flexible, going on to say that it’s the best screening and analysis tool he has ever used. Furthermore, he commends the exceptional support staff for their knowledge, courtesy, and genuine interest in customer satisfaction.
Dr. Frederick Schadler, an Associate Professor in Finance at East Carolina University, has also commended Stock Rover for its comprehensive content, highlighting the platform’s sophisticated and flexible screening tools, watchlists, market data, unique graphing capabilities, and excellent help resources. He notes that he has never encountered a single data provider with as many features as Stock Rover.
Another user, DBJ, has lauded Stock Rover for developing a “stunning example of the power of next-generation cloud-based software” for both professional and retail investors. With an elegant design, comprehensive fundamental and price data analytics, and extreme flexibility and intuitiveness, Stock Rover has clearly been designed with the needs of demanding users in mind.
Does Stock Rover Provide Real-Time Market Data?
Understanding the timing of the stock market data provided by a platform like Stock Rover is essential for investors who require up-to-the-minute information. Many trading decisions, especially for day traders or those using technical analysis strategies, can hinge on real-time data.
Stock Rover, like many similar platforms, provides both real-time and delayed market data, depending on the type of account you have. All users, including those with a free account, have access to real-time data for stocks listed on the NYSE and NASDAQ exchanges. This feature ensures that you’re not making investment decisions based on outdated information.
However, users should note that for some other exchanges, there may be a 15-minute delay in stock price updates. This delay is due to the cost of real-time data from these exchanges, which can be significantly higher.
It’s also worth noting that while Stock Rover offers real-time quotes, the platform itself is primarily designed for in-depth research and analysis rather than high-frequency trading. For day traders or those who need second-by-second updates, a more specialized trading platform might be more suitable.
Stock Rover excels in providing comprehensive, in-depth information for longer-term investment strategies. The platform shines in its ability to deliver a broad array of metrics, portfolio management tools, and intuitive screening capabilities. Its focus is on empowering investors to make well-informed decisions by having a complete picture of the market and individual securities.
Is Stock Rover Easy to Use?
Stock Rover is built with a clean, intuitive interface, making it accessible to all levels of investors. A three-pane layout simplifies navigation through diverse data points and tools.
Beginners can benefit from Stock Rover’s comprehensive educational resources, including tutorials, webinars, a help center, and a blog. These resources demystify investment concepts and the platform’s features.
The platform’s stock screener and “Research Reports” are standout features for newcomers. The screener’s user-friendly sliders allow easy filtering of stocks based on various criteria. The Research Reports offer easy-to-understand overviews and financial analyses of over 10,000 companies.
Who is Stock Rover Best for?
Stock Rover is an excellent tool for various types of investors, thanks to its comprehensive data, powerful analytics, and educational resources. However, certain investors may find the platform more suitable for their needs than others. In this section, we’ll outline who Stock Rover is best for and who might not benefit as much from using it.
Stock Rover is Ideal for:
- Long-term investors: Stock Rover provides in-depth research and analysis, making it an excellent choice for those focused on long-term investing. Its extensive historical data, dividend analysis, and valuation metrics enable investors to make well-informed decisions based on a company’s financial health and growth potential.
- Value investors: With its powerful stock screener and numerous financial metrics, Stock Rover is an invaluable resource for value investors looking for undervalued stocks with strong fundamentals. The platform allows users to create custom screeners to identify stocks that meet specific value criteria, such as low price-to-earnings ratios, high dividend yields, or strong cash flows.
- DIY investors: Stock Rover’s wide range of tools and features, coupled with its educational resources, make it an excellent choice for do-it-yourself investors looking to manage their portfolios and conduct their own research. The platform enables users to track, analyze, and optimize their portfolios, providing valuable insights to help them make data-driven decisions.
- Investors seeking educational resources and community engagement: Stock Rover’s commitment to investor education and fostering a sense of community sets it apart from other investment platforms. Investors looking to improve their skills, stay updated on market trends, and learn from fellow investors will find Stock Rover’s educational resources and community features particularly beneficial.
Stock Rover May Not Be Ideal for:
- Active traders: As Stock Rover does not offer direct trading capabilities, it may not be the best fit for active traders who require a platform that supports buying and selling stocks in real-time. Additionally, active traders might prefer platforms that offer advanced charting tools and real-time data to facilitate short-term trading strategies.
- Mobile-first users: Stock Rover currently lacks a dedicated mobile app, which may be a deal-breaker for investors who prefer managing their investments primarily through their smartphones or tablets. While the platform’s website can be accessed on mobile devices, the user experience may not be as seamless as using a dedicated app.
Stock Rover Review – Final Thoughts
Stock Rover has emerged as a powerful and user-friendly investment research platform catering to both beginners and experienced investors. Its extensive features, including stock screening, portfolio management, customizable watchlists, and peer comparisons, empower users to conduct in-depth research and make well-informed investment decisions.
The platform’s commitment to investor education and fostering a sense of community sets it apart from competitors. Stock Rover offers various educational resources, such as articles, tutorials, and webinars, and encourages collaboration among users through features like Stock Talks and custom screener sharing.
Stock Rover has received positive reviews from renowned financial publications and individual investors, solidifying its reputation as a top-tier investment research tool. Its tiered pricing structure ensures options for any budget, and the free plan still provides enough functionality for basic stock screening and research.
The platform’s accessibility, security, and brokerage integration make it a reliable choice for investors. Although lacking a dedicated mobile app, the mobile-friendly website ensures users can access their accounts on the go.
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