I have been using Stock Rover hands-on for the last three years and have developed the LST Beat the Market strategy using Stock Rover. I use Stock Rover every day, so I am able to show you all the important benefits and limitations of the platform.
Stock Rover Review Summary
Stock Rover is a stock screening, research & portfolio management service; benefits include a 10-year historical financial database and Morningstar analyst ratings. Stock Rover performs powerful stock screening for dividend, value, and growth investors, making it an industry-leading research tool.
Stock Rover is best for USA & Canadian value, growth, and income investors seeking extremely detailed fundamental and financial analysis stock screening and research software. Stock Rover’s ease of use hides its flexibility and underlying strength.
Stock Rover Review Test Results & Ratings
|Trade Ideas Rating||4.6/5.0|
|💸 Pricing & Software||★★★★★|
|📰 News & Social||★★★★✩|
|📰 Portfolio & Research||★★★★★|
Stock Rover Review: Key Features
|⚡ Features||Charts, News, Watchlists|
|🏆 Exceptional Features||Screening, Portfolio, 10-Year Data|
|🎯 Best for||Growth, Dividend & Value Investors|
|♲ Subscription||Monthly, Yearly|
|💻 OS||Web Browser|
|🎮 Trial||Free 14-Day|
|✂ Discount||25% During Trial Period|
What is Stock Rover?
Founded in 2008 by Howard Reisman and Andrew Martin, Stock Rover is a US-based company providing stock screening, stock research, and portfolio management software. Targeted at individual investors, Stock Rover enables value, income, and growth investors to target their investments and manage their portfolio of stocks.
Stock Rover’s ability to perform portfolio correlation and balancing, plus screening for dividends, value, and growth stocks, are key benefits. Stock Rover’s 10-year historical dataset provides the ability to backtest your screening criteria, which means you can see if your scans were profitable in the past.
Stock Rover Pros
- 650+ Financial Screening Metrics
- Potent Stock Scoring Systems
- Unique 10 Year Historical Data
- Warren Buffett Value Screeners & Portfolios
- Easy to Use
- All Financial Ratios
- Real-time Research Reports
- Review Winner
Stock Rover Cons
- No Social Community
- Not Recommended for Traders
- No App for Android or iPhone
It is awe-inspiring that Stock Rover has stormed into the review winners section of our Stock Market Software Review on its first try. It is also the outright winner in our Best Stock Screener Review. I now actively use Stock Rover every day to find the undiscovered gems that form the foundations of my long-term investments.
Stock Rover Review Video
I love Stock Rover so much that I spent 2 years creating a growth stock investing strategy that has outperformed the S&P 500 by 102% over the last eight years. I used Stock Rover's excellent backtesting, screening, and historical database to achieve this.
- Related Stock Rover Article: Our Beat the Market Screener [Actually] Beats the Market
Stock Rover Pricing
Stock Rover pricing starts at $0 for the Free plan, Essentials costs $7.99, Premium $17.99, and Premium Plus costs $27.99 per month. Opting for a yearly subscription reduces the costs by 16%, and a 2-year subscription reduces the price by 26%, representing a significant saving.
You can have Stock Rover for free; however, the real power of Stock Rover is unleashed with the Premium Plus service. Moreover, their top tier of service is inexpensive when compared to the competition.
Stock Rover Free
Stock Rover’s Free plan allows ad-free screening and research for 10,000 stocks. Included for free are broker integration, portfolio analysis, and stock market news. The Free plan is ideal for investors with simple screening strategies who want to manage multiple stock portfolios in one place.
Stock Rover Essentials
Stock Rover’s Essentials plan costs $7.99 per month and provides 5 years of historical company financials, screening on over 44,000 ETFs, MorningStar Ratings, and 260 financial metrics enabling granular stock screening. Essentials excludes portfolio management and limits stock ratings and margin of safety calculations.
The excluded services in the Essentials plan limit Stock Rover’s benefit for experienced value investors, so I recommend it for beginner/intermediate growth and dividend investors.
Stock Rover Premium
Stock Rover Premium costs $17.99 per month and provides 350 financial metrics, 10 years of historical data, and complete portfolio management, analytics, correlation, and rebalancing functionality. Future dividend income projection is also included, plus the ability to export data to excel.
Premium excludes the ability to screen on the 10-year database and allows only 20 fair value and margin of safety scores per month, which means I would only recommend it for intermediate growth and dividend investors.
Stock Rover Premium Plus
Stock Rover Premium Plus costs $27.99 per month, but with a 2-year subscription, the price reduces to $16.40 per month. I recommend Premium Plus for all experienced growth, income, and value investors because it unlocks the full potential of Stock Rover.
Stock Rover Premium Plus has unlimited fair value and margin of safety ratings, stock ratings, and investor warnings. Additionally, access to 650 metrics and screening on the historical data makes this my recommended service for all experienced investors and is the reason I rate Stock Rover the best stock screener.
I strongly recommend going for the Stock Rover Premium Plus at $27.99 per month. Why? Having used the service extensively, I cannot live without the unlimited stock ratings, analyst ratings scoring, and unlimited fair value and margin of safety scoring. The lower-priced service tier limits the number of ratings, so go for the Premium Plus; it is well worth it.
I even told Ken over at Stock Rover that their product pricing is too low; for this much value, they should charge more.
Stock Rover Coupon Code
Stock Rover does not offer coupon codes for its stock research software. However, Stock Rover does offer a 1-year 25% discount for new customers who start a free premium or premium plus trial.
How to Get a 25% Discount On Stock Rover
You can get a 25% discount on any Stock Rover plan by signing up for a free 14-day premium or premium plus trial. Towards the end of the 30-day trial period, you will receive an email from Stock Rover offering you a 25% discount on any premium plan.
Stock Rover Platform
Stock Rover runs on PC, Mac, Tablets, and Smartphones and requires zero installation; it simply works. The market data, scoring, ranking, and analysis are for the USA & Canadian markets only. When you register with Stock Rover and log in, you are greeted with the dashboard, which gives you an instant market performance breakdown, but more importantly, shows you your portfolio performance and your dividend performance.
Stock Rover Download
Stock Rover is a modern cloud-based software architecture, meaning that there is no client software to download and install, and all the stock exchange data resides on the vendor’s servers in the cloud. The charting and visualization are all stored and computed in the cloud, and any chart you want to visualize is streamed to your client device.
The positives of cloud-based technical analysis software:
- Zero client installation, rapid setup
- Zero data downloads and data management required on the local client device
- All processing and storage are managed on servers in the data center.
- Cross-device compatibility (PC, Mac, Tablet, Smartphone)
The negatives of cloud-based architecture:
- The speed of data and responsiveness of the application is dependent on your internet bandwidth.
Stock Rover App
Currently, there is no specific Android or Apple App for Stock Rover. Stock Rover is best accessed via a PC, Mac, or Tablet Device. However, you can access a mobile-friendly simpler version of Stock Rover via a special link: https://www.stockrover.com/sr/Phone.
Stock Rover has the best implementation of stock screening on a cloud-based architecture on the market.
With Stock Rover, you get broker integration with practically every major broker, including Firstrade, TD Ameritrade, and Interactive Brokers. You cannot place trades from charts, but it will take care of profit & loss reporting on your portfolio and provide portfolio rebalancing recommendations.
Including dividend reporting and scoring Stock Rover is a unique package. Stock Rover is not for day traders; it is for longer-term investors that want to maximize their portfolio income and take advantage of compounding and margin of safety to manage a safe and secure portfolio.
|Stock Rover Portfolio Management Features||Stock Rover|
|Research & News||✓|
|Profit & Loss Reporting||✓|
|Portfolio Asset Allocation||✓|
|Future Dividend Reporting||✓|
Stock Rover Screener
The Stock Rover screener allows for rapid filtering of 10,000 stocks and 44,000 ETFs to help you find the investments that match your exact criteria. Stock Rover also has ranked screening which enables you to rank the stocks that best match your criteria, enabling you to filter a list from hundreds of stocks to a handful.
The list of fundamentals you can scan & filter on is genuinely huge. Any idea you have based on fundamentals will be covered with over 650 data points and scoring systems for stocks and a further 96 criteria for ETFs.
Unique to Stock Rover is the ability to screen stock on their performance relative to the S&P500, meaning you could develop a strategy to select stocks based on their historical performance versus the benchmark.
Building your Stock Rover screener is easy; select create screener, give it a name, select the equity type, choose your universe or large, medium, or small-cap stocks, and then add your criteria. No programming skills are required to build a Stock Rover screener.
Watchlists have fundamentals broken into Analyst Estimates, Valuation, Dividends, Margin, Profitability, Overall Score, and Stock Rover Ratings. You can even set the watchlist and filters to refresh every single minute if you wish.
Stock Rover Stock Ratings
Stock Rover provides a rating engine that meticulously ranks stocks based on important metrics like growth, valuation, financial strength, dividends, and momentum. These ratings enable you to develop strategies to find stock with strong financials, cash flow, and efficiency, greatly simplifying strategy development.
I particularly like the roll-up view for all the scores and ratings. Here I have imported the Warren Buffett portfolio, which includes his top 25 holdings. I have also selected the “Stock Rover Ratings” tab. This “Stock Rover Ratings” tab rolls up all analysis into a simple-to-view ranking system, saving a tremendous amount of time and effort while providing a wealth of insight.
Stock Rover’s Comprehensive Company Ratings
- Scores Screener – The Scores screener finds stocks whose scores for Value, Growth, Quality, and Sentiment scores in the top 20%, along with a Piotroski F score of at least 6 and an Altman Z-Score of at least 3.0 from over 4000 US-listed stocks.
- Overall Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top overall decile of Stock Rover ratings.
- Growth Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top growth decile of Stock Rover ratings that are also in the top two deciles for price momentum.
- Valuation Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top valuation decile of Stock Rover ratings that are also in the top two deciles for price momentum.
- Efficiency Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top operational and capital efficiency decile of Stock Rover ratings in the top two deciles for price momentum.
- Financial Strength Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top financial strength decile of Stock Rover ratings that are also in the top two deciles for price momentum.
- Dividend Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top dividend growth and safety decile of Stock Rover ratings that are also in the top two deciles for price momentum.
- Momentum Ratings – Find large-cap stocks on the NYSE or Nasdaq in the top price momentum decile of Stock Rover ratings.
- Stock Rover Top Rank and Momentum – Find large-cap stocks on the NYSE or Nasdaq in the top overall decile of Stock Rover ratings that are also in the top two deciles for price momentum.
Pre-Built Screeners Integrated into Stock Rover
Stock Rover already has over 150 pre-built screeners that you can import and use. You need to have the Premium Plus service to take advantage of this, I have personally reviewed many of them, and they are very thoughtfully built. One of my favorites is the Buffettology screener.
Stock Rover Buffettology Screener Screenshot
Stock Rover’s Fair Value & Margin of Safety Rankings
One of the killer features in Stock Rover is the ability to view any watchlist, portfolio, or screener results using the Fair Value view. Fair Value enables value investors to assess if the stocks in a portfolio are undervalued or over-priced compared to their forward discounted cash flow; this is a dream feature for value investors.
The Fair Value and Margin of Safety analysis and rankings are a nightmare to calculate and more than justify the price of the Stock Rover Premium plan.
[Related Tutorial: Setup Your Own Buffett Stock Screener With Stock Rover]
Stock Rover Dividend & Income Analysis
Stock Rover provides dividend analysis to visualize the dividend yield, growth, and coverage of the stock versus its competitors. Stock Rover analyzes any portfolio or watchlist to predict future dividend income based on current and future estimated dividends, making it ideal for income investors.
As all smart investors know, you need to accrue your dividends to have a chance at excellent market-beating returns. Stock Rover provides intelligent analysis to enable you to do just that.
News & Social Media Integration
Stock Rover consolidates news from over 20 news sources, including Forbes, MarketWatch, and The Wall Street Journal, providing a time-saving way for you to view events that may impact your stocks or the market. The news feeds are not real-time, but they are useful.
As a long-term investor, real-time news is not a priority. If real-time is a priority for you, you can subscribe to Benzinga Pro News separately. Finally, there is no perceivable service within Stock Rover when it comes to social chat and community.
Stock Charting & Technical Analysis
Looking at stock charts with Stock Rover is different from all the other software vendors on the market. Whereas MetaStock & TradingView focuses on hundreds of technical analysis (price/volume) indicators, Stock Rover focuses on charting the fundamental financial strength indicators.
With over 154 different financial indicators and nine technical analysis indicators, Stock Rover is not the best technical analysis or frequent trading service. Still, it is by far the complete package for fundamental income, growth, and value investors. There are no possibilities to draw trendlines or annotate charts in Stock Rover, but this functionality is coming soon.
Stock Rover Alerts
Stock Rover alerts are configurable to provide instant SMS or email notifications when a stock meets your custom criteria. For example, “Alert me if Netflix crosses up through $200 up”. You can place alerts on fundamental indicators or prices; it is quite flexible.
Stock Rover Research Reports
The Stock Rover Research Reports enables you to generate a professional, readable PDF report on any particular stock’s current and historical performance. The reports are unique as they are real-time research reports, meaning they are generated with the latest data highlighting a company’s competitive position, market position, and historical and potential dividend and value returns.
In the image below, you can see the dividend-adjusted commentary on Microsoft, a company I invested in because I found its excellent potential using my Buffett Stock Screener.
The best thing about Stock Rover’s Research Reports is they are Real-time, so the information is always up-to-date.
The Research Reports provide a genuinely comprehensive summary of any of the 10,000+ stocks in Stock Rover on the US and Canadian exchanges. Research reports can be viewed in the browser and produced in PDF format for portability and sharing.
- Download a complimentary Stock Rover Research Report Now
Stock Rover Backtesting
Stock Rover provides ten years of backdated financial information and scanning possibilities, better than nearly every other stock screening package. What is unique is that you can actually backtest screening results. This I have never seen before.
Below I share the “Beat the Market Screener,” which focuses on growth and financial stability. I was able to backtest the strategy for the previous 7 years using Stock Rover.
The Liberated Stock Trader Beat the Market Screener seeks to select stocks with a significant chance of beating the S&P500 returns. The screener uses growth in free cash flow and explosive EPS growth. Combining this with Joel Greenblatt’s ROC and Earnings Yield formulas, “the Magic Formula,” we have a selection of stocks that beat the market 7 of the last 8 years.
This work has been made possible due to the team’s fabulous work over at our partner Stock Rover, who has created a stock research and screening platform that won our in-depth Best Stock Screener Review for the last two years.
Why is Stock Rover so special when it comes to creating superior stock screeners? Because Stock Rover maintains a clean 10-year historical database of hundreds of vital ratios, calculations, and metrics. This means you can travel back in time to test if your stock selection criteria have worked in the past.
Beating the Market With Stock Rover?
To beat the market means that your stock investments will need to outperform the underlying index of stocks. In the USA, the market to beat is generally the 8% annual return of the S&P500 index. Anyone could beat the market in a single year, but the key challenge is outperforming the market over the long term.
Beating the market is the nirvana for every investor, but many investors realize it can be tough to outperform the stock market’s returns year after year.
Beat the Market Screener Performance.
|8 Year Performance||S&P500 % Gain Jan 1st to Dec 31st||LST Beat the Market Screener % Gain||Result|
|Average Yearly Return||13.8%||25.4%||Beat|
Is Stock Rover Easy to Use?
Within 15 minutes, I was using Stock Rover, no installation required, and no configuring data feeds; it was just there. Stock Rover is up and running with a single click of the login button. Even better is that there are so many curated screeners and portfolios to import and use; you are instantly productive.
It is quite a feat that it is easy to use, considering Stock Rover has so many powerful scoring and analysis systems.
Top 5 Benefits of Stock Rover
- The Huge Historical Screening Database
- The Visuals & Research Reports
- The Backtesting
- The Portfolio Analytics
- Excellent Asset Allocation & Rebalancing Features
1. The Huge Historical Screening Database
With a screening and research tool, the critical magic ingredient is the database, and boy, is this an enormous database. There are over 650 different selectable metrics, and 228 of those metrics contain ten years of historical data. That historical data can be selected as Trailing Twelve Months (TTM) or historic calendar year data.
Some of my very favorite ratios and calculations are:
- Margin of Safety / Fair Value
- Greenblatt Earnings Yield and ROC
- Return vs. S&P500
- Piotroski and Altman scores
- The Stock Rover Growth and Value Scores.
2. The Visuals & Research Reports
I am a very visual person, and I like that a large amount of the data available is thoughtfully represented in charts and graphically appealing tables. The visualization is taken to the next level with the integrated Research Reports functionality. With the visual representations of data, you can absorb and understand a lot of data exceptionally quickly, saving you so much time and effort. Scanning through a companies quarterly financial reports is a thing of the past when you have Stock Rover.
3. The Backtesting
The ability to backtest using a fundamental screener is advantageous. It can help you prove that your stock selection methodology has also worked in the past, like you hope it will work in the future.
The Liberated Stock Trader Beat the Market Screener seeks to select stocks with a significant chance of beating the S&P500 returns. The screener uses growth in free cash flow and explosive EPS growth. Combining this with Joel Greenblatt’s ROC and Earnings Yield formulas, “the Magic Formula,” we have a selection of stocks that has significantly beaten the market 5 of the last 7 years.
4. The Portfolio Analytics
Finally, I really like portfolio analytics, which enables you to compare your portfolios’ returns for a given period. You can also see the portfolio correlation to the S&P500, the risk-adjusted return, and the Sharpe ratio.
5. Excellent Asset Allocation & Rebalancing Features
One of the standout features in Stock Rover is the ability to view your existing asset allocation and your future allocation based on your weighting and distribution parameters.
Stock Rover Review Summary
Stock Rover wins our Stock Market Software review by providing the best software for value and income investors. A 10-year financial & fundamental historical library plus incredible scanners, including Warren Buffett & Ben Graham’s favorite criteria. Fair Value, Margin of Safety, and so much more. If you are a long-term investor, this is the software for you.
Stock Rover Review
Pricing & Software
News & Social
Charts & Indicators
Pre-Built Screeners & Portfolios
Ease of Use
User Review( votes)
97 Point Stock Rover Service Data Sheet