Stock Rover Review 2024: Tested by LiberatedStockTrader

Our Hands-on Stock Rover Review & Test

LiberatedStockTrader’s review testing awards Stock Rover 4.7 stars. Its advanced screening, research, and portfolio tools are ideal for US value, income, and growth investors.

☆ Research You Can Trust ☆

My analysis, research and testing stems from 25 years of trading experience and my Financial Technician Certification with the International Federation of Technical Analysts.

With 650 financial metrics on 10,000 stocks and 44,000 ETFs, we rate Stock Rover the number one stock screener.

As a premium subscriber to Stock Rover for the last five years, I can help you decide if this platform is right for you. I use Stock Rover daily and will show you all the important benefits and limitations of the service.

Review Test Results & Ratings

Stock Rover Rating Rating 4.7/5.0
💸 Pricing ★★★★★
💻 Software ★★★★★
🚦 Trading ★★★★✩
📡 Screening ★★★★★
📰 Portfolio & Research ★★★★★
📰 News & Social ★★★✩✩
📈 Charts & Analysis ★★★★✩
🔍 Backtesting ★★★★✩
🖱 Usability ★★★★★
Our testing and rating methodology.

Editors Choice Award

Our Verdict

Our testing shows Stock Rover is best for long-term dividend, value, and growth investors. Its exceptional features are in-depth screening of a 10-year financial database, research reports, and broker-integrated portfolio management. Stock Rover enables the development of intricate dividend, value, and growth investing strategies, making it an industry-leading platform.

With Stock Rover, I have developed incredible value strategies using its unique fair value, discounted cash flow, and margin of safety data. Its extensive growth investing data, such as performance versus the S&P 500 and industry growth and earnings rankings, make Stock Rover the best choice for serious investors.

Key Features

⚡ Features Charts, News, Watchlists, Broker Integration
🏆 Exceptional Features Financial Screening, Portfolio Mgt & Rebalancing, 10-Year Database
🎯 Best for Growth, Dividend & Value Investors
♲ Subscription Monthly, Yearly
🆓 Free Try Stock Rover Free
💰 Price Free or $28/m or $23/m annually
💻 OS Web Browser
🎮 Trial 14-Day
✂ Discount Code 25% During Premium+ Trial Period
🌎 Region USA
We independently research and recommend the best products. We also work with partners to negotiate discounts for you and may earn a small fee through our links.
Stock Rover Review
Stock Rover Review & Test

What is Stock Rover?

Founded in 2008 by Howard Reisman and Andrew Martin, Stock Rover is a US-based company providing stock screening, research, and portfolio management software. Targeted at individual investors, Stock Rover enables value, income, and growth investors to target their investments and manage their portfolios of stocks. Stock Rover customers manage over $10 billion in assets through its brokerage connection service.

Stock Rover’s key benefits include portfolio correlation and balancing and screening for dividends, value, and growth stocks. Its 10-year historical dataset allows you to backtest your screening criteria, which means you can see if your scans were profitable in the past.

Stock Rover Review: Winner Best Stock Research Tool For Income, Growth & Value Investors
Stock Rover Review: Winner Best Stock Research Tool For Income, Growth & Value Investors


  • 650+ Financial Screening Metrics
  • Potent Stock Scoring Systems
  • Unique 10-Year Historical Financial Data
  • Warren Buffett Value Screeners & Portfolios
  • Easy to Use
  • All Important Financial Ratios
  • Real-time Research Reports
  • Portfolio Management & Rebalancing
  • Broker Integration
  • Winner: Best Value Investing Screener


  • No Social Community
  • Not for Traders
  • No Cryptocurrency or Forex Data
  • US Markets Only

My Stock Rover Review Video

Get Stock Rover Free

Compare to Similar Products

Stock Rover is for long-term investors who want to grow and manage a stock portfolio. While products like TrendSpider and TradingView have investing features, they are more focused on trading features, like AI pattern recognition and technical scanning. Portfolio 123 is a direct competitor, but Stock Rover is better for price, research reports, news, and financial screening.

Features Stock Rover TrendSpider TradingView Portfolio123 MetaStock
Awards Editors Choice Award Editors Choice Award Our Top Pick Award Top Pick Award Top Pick Award
Rating 4.7 4.7 4.5 4.4 4.1
Best for: Investors Traders Traders Investors Traders
Free Plan
Pricing Free or $28/m or $23/m annually $97/m or $48/m annually Free or $59/m or $49/m annually Free or $83/m annually MetaStock R/T $100/m, Xenith $265/m
Financial Screening
10-Year Financials
Portfolio Management
Research Reports
Chart Pattern Scanning
AI Stock Screening
Financial News
Stocks & ETFs
USA & Canada
Global Market Data


Stock Rover pricing starts at $0 for the Free plan, Essentials costs $7.99, Premium $17.99, and Premium Plus costs $27.99 monthly. 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 is unleashed with the Premium Plus service. Moreover, their top service tier is inexpensive compared to the competition.

Stock Rover’s Free plan allows ad-free screening for 10,000 stocks. Broker integration, portfolio analysis, and stock market news are included for free. The Free plan is ideal for investors who use simple screening strategies and want to manage multiple stock portfolios in one place.

Stock Rover’s Essentials plan costs $7.99 monthly and provides five years of historical company financials, screening on over 44,000 ETFs, MorningStar Ratings, and 260 financial metrics, enabling granular stock screening.

Stock Rover Premium Plus (Recommended) costs $27.99 per month, but with a 2-year subscription, the price reduces to $16.40 monthly. I recommend Premium Plus for all experienced growth, income, and value investors because it unlocks unlimited fair value and margin of safety ratings, stock ratings, and investor warnings—additionally, access to 650 metrics and screening on historical data.

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 25% Discount

Stock Rover does not offer coupon codes; however, new customers who start a free premium or premium plus trial receive a 1-year 25% discount. You can save 28% if you sign up for a two-year subscription.

Sign up for a free 14-day premium trial for a 25% discount on Stock Rover. Toward the end of the trial period, you will receive an email from Stock Rover offering a 25% discount on any paid plan.


Stock Rover runs on PCs, Macs, 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 and shows you your portfolio and dividend performance.

Stock Rover Dashboard - Screenshot
Stock Rover Dashboard – Screenshot

Get Stock Rover Free

Stock Rover Download

Stock Rover is a modern cloud-based architecture with no client software to download and install. All the stock exchange data resides on the vendor’s servers in the cloud. The charting and visualization are also stored and computed in the cloud; any chart you want to visualize is streamed to your client’s device.

Stock Rover Mobile App

Currently, there is a mobile-friendly Stock Rover App accessible via a special link: However, for the full power of Stock Rover, you should use a PC, Mac, or tablet.

Stock Rover has the best implementation of stock screening on a cloud-based architecture on the market.


The Stock Rover screener allows for rapid filtering of 10,000 stocks and 44,000 ETFs to help you find investments that match your exact criteria. Stock Rover also has ranked screening, which enables you to rank the stocks that best match your criteria and 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, scoring systems for stocks, and a further 96 criteria for ETFs.

Unique to Stock Rover is the ability to screen stocks on their performance relative to the S&P500. You could develop a strategy to select stocks based on their historical performance versus the benchmark.

Stock Rover Screener
Stock Rover Screener

Building your Stock Rover screener is easy: select Create Screener, give it a name, select the equity type, choose your universe of large, medium, or small-cap stocks, and then add your criteria. No programming skills are required.

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.

With a screening and research tool, the critical magic ingredient is the database, and boy, is this an enormous database. There are over 650 selectable metrics, and 228 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.

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. In the screenshot below, I have imported the Warren Buffett portfolio, which includes his top 25 holdings. I have also selected the “Stock Rover Ratings” tab, which rolls up all analyses into a simple-to-view ranking system, saving tremendous time and effort while providing a wealth of insight.

Stock Rover - Simply The Best Stock Screener
Stock Rover – Simply The Best Stock Screener – The Warren Buffett Scan

In the screenshot above, Stock Rover scores stocks on growth, valuation, efficiency, financial strength, dividends, and momentum. It also has overall ratings that place stocks in the top 20% of all rankings, making finding good investments easy.

Pre-Built Screeners

Stock Rover 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.

Buffettology Screener

Stock Rover Warren Buffett Screener
Stock Rover Warren Buffett Screener – This screener is based on criteria described in the bestselling Buffettology book. The company should have a 10-year track record of generally increasing EPS with no negative earnings years; long-term debt, not more than 5 times annual earnings; average ROE over the past 10 years at least 15%; average ROIC over the last ten years at least 12%, and earnings yield should be higher than the long term Treasury yield.

Fair Value & Margin of Safety Rankings

One of the killer features of 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.

Stock Rover's Fair Value & Margin of Safety Rankings
Stock Rover’s Fair Value & Margin of Safety Rankings

[Related Tutorial: Setup Your Own Warren Buffett Stock Screener With Stock Rover]

Dividend Income Analysis

Stock Rover provides dividend analysis to visualize a stock’s dividend yield, growth, and coverage versus its competitors. It 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.

Stock Rover Dividend & Income Analysis
Stock Rover Dividend & Income Analysis

Financial News

Stock Rover consolidates news from over 20 news sources, including Forbes, MarketWatch, and The Wall Street Journal, providing a time-saving way 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 your priority, you can subscribe to Benzinga Pro News separately. Finally, there is no social chat and community within Stock Rover.

Technical Analysis & Charts

When it comes to stock charts, Stock Rover differs from all the other software vendors on the market. Whereas MetaStock and TradingView focus on hundreds of technical analysis (price/volume) indicators, Stock Rover focuses on charting the fundamental financial strength indicators.

Performing an Initial Dividend Stock Investigation
Performing an Initial Dividend Stock Investigation

Stock Rover excels at fundamental charting with over 240 financial and 16 technical analysis indicators; Stock Rover is not the best technical analysis or frequent trading service. Still, it is 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 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.

Research Reports

The Stock Rover Research Reports enable 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. They are generated with the latest data highlighting a company’s competitive position, market position, and historical and potential dividend and value returns. The image below shows the dividend-adjusted commentary on Microsoft.

Stock Rover Real-time Research Reports
Stock Rover Real-time Research Reports

Get Free Stock Rover Research Reports

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.

I am very visual, and I like that a large amount of the data is thoughtfully represented in charts and graphically appealing tables. The integrated Research Reports functionality takes the visualization to the next level. With the visual representations of data, you can absorb and understand a lot of data exceptionally quickly, saving you time and effort. When you have Stock Rover, scanning a company’s quarterly financial reports is a thing of the past.

Portfolio Management

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 cover your portfolio’s profit and loss reporting and provide portfolio rebalancing recommendations.

Including dividend reporting and scoring, Stock Rover is a unique package. It is not for day traders but for longer-term investors who want to maximize their portfolio income and take advantage of compounding and a margin of safety to manage a safe and secure portfolio.

Stock Rover Broker Integration
Stock Rover Broker Integration for Portfolio Analysis

Finally, I really like portfolio analytics, which enables you to compare your portfolio returns for a given period. You can also see the portfolio correlation to the S&P500, the risk-adjusted return, and the Sharpe ratio.

Stock Rover Portfolio Management Features
Stock Rover Portfolio Features Stock Rover
Watchlist Tracking
Research & News
Profit & Loss Reporting
Performance Reporting
Portfolio Rebalancing
Portfolio Asset Allocation
Broker Integration
Future Dividend Reporting

One of Stock Rover’s standout features is the ability to view your existing and future asset allocation based on your weighting and distribution parameters.

Stock Portfolio Asset Allocation - Actual vs. Planned Distribution - Stock Rover
Stock Portfolio Asset Allocation – Actual vs. Planned Distribution – Stock Rover


The ability to backtest using a fundamental screener is advantageous. It can help you prove that your stock selection methodology has worked in the past, as you hope it will work in the future.

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 backtest screening results. Using Stock Rover, I developed my Beat the Market Screener, which focuses on growth and financial stability, and I could backtest the strategy for the previous seven years.

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 have significantly beaten the market 5 in the last 7 years.

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Review & Test Summary

Stock Rover is our editor’s pick for US value, growth, and income investors: a 10-year financial screening database, research reports, and Warren Buffett & Ben Graham’s favorite criteria. If you are a long-term investor, this is the software for you.

Frequently Asked Questions

Is Stock Rover real-time?

Yes, when stock screening, Stock Rover provides up-to-the-minute data in the scan results. However, the stock charts in Stock Rover are not real-time. Stock Rover is not designed as a tool for real-time trading but for medium and long-term investing.

Is stock Rover good for value investing?

Yes, our testing shows that Stock Rover is the best screener and research tool for all value investing strategies. Stock Rover provides important criteria all value investors need, with 7 Fair Value metrics , 6 Forward Cash Flow (FCF) calculations, and 4 Margin of Safety calculations.

Is Stock Rover free?

Yes, Stock Rover is free, and we rate it number 1 for free and paid stock screeners. For free, Stock Rover provides broker integration, portfolio reporting, screening, and analyst ratings.

How much does stock Rover cost?

Stock Rover costs $7.99/mo for Essentials, $17.99/month for Premium, and $27.99/mo for Premium Plus. Their prices drop by 18% for an annual subscription and even 25% if you follow our Stock Rover discount guide.

Is Stock Rover good for growth investing?

Yes, Stock Rover is an excellent tool for long-term growth investing. In my testing, I developed the Liberated Stock Trader Beat the Market Growth Strategy, which beat the S&P 500 8 out of the last 10 years. Stock Rover's 10-year historical financial information combined with Greenblatt ratios is the only screener that can enable this growth strategy.

Who are Stock Rover’s competitors?

Stock Rover's competitors are TradingView, Finviz, Trade Ideas, and Portfolio 123. For US value, growth, and dividend stock screening, Stock Rover is the clear leader. But for AI day trading,  Trade-Ideas is the best, and for international screening, charting, and community TradingView is the better choice.

Does Stock Rover have an app?

Stock Rover does not have an app on the Apple or Google Play Store. The HTML 5 design of Stock Rover will detect your platform and automatically adjust to tablets of mobile. Additionally, I spoke with the head of business development at Stock Rover, and he said a dedicated mobile app is in development.

Can Stock Rover make you profitable?

Yes, Stock Rover can help you implement a profitable investing strategy, but no stock market software can instantly make you profitable. With experience and knowledge, you can implement profitable strategies. The Liberated Stock Trader BTM system is a profitable strategy implemented directly into Stock Rover for Premium+ subscribers.

Is stock rover good for dividend investing?

Our testing shows that Stock Rover is an industry leader in dividend investing strategies. Stock Rover has 22 unique dividend financial metrics covering everything an income investor needs. Additionally, Stock Rover can predict your portfolio's future dividend income, enabling you to adjust your investments to maximize dividends and minimize risk.

Is stock Rover Trustworthy?

Stock Rover is a legitimate and trustworthy company. As a partner, we have an exemplary business relationship. I have worked with the head of product development and the Stock Rover team actively develop the product based on customer requests. I have also verified their data come from reputable sources like Zacks, Intrinio, and Quandl.

Is Stock Rover good for day traders?

No, Stock Rover is not good for day traders or swing traders. Stock Rover is for medium to long-term investors who want to manage a portfolio of stocks and implement first-class investing strategies. My recommendation for day traders is Trade-Ideas for AI Auto Trading or TradingView for the world's best stock charts and trading community.

Is Stock Rover Easy to Use?

Yes, Stock Rover is easy to use, it is up and running with a single click of the login button. Even better, there are so many curated screeners and portfolios to import and use; that you are instantly productive.

Stock Rover vs. Finviz: Who is the King of Stock Screening?

Stock Rover

LiberatedStockTrader's review testing awards Stock Rover 4.7 stars. Its advanced screening, research, and portfolio tools are ideal for US value, income, and growth investors. With 650 financial metrics on 10,000 stocks and 44,000 ETFs, we rate Stock Rover the number one stock screener.

Product SKU: NA

Product Brand: Stock Rover

Product Currency: USD

Product Price: 0.00

Price Valid Until: 2027-02-26

Product In-Stock: InStock

Editor's Rating:


  • 650+ Financial Screening Metrics
  • Potent Stock Scoring Systems
  • Unique 10-Year Historical Financial Data
  • Warren Buffett Value Screeners & Portfolios
  • Easy to Use
  • All Important Financial Ratios
  • Real-time Research Reports
  • Portfolio Management & Rebalancing
  • Broker Integration
  • Winner: Best Value Investing Screener


  • No Social Community
  • Not for Traders
  • No Cryptocurrency or Forex Data
  • US Markets Only


  1. Hi there,
    Love Stock Rover,but I don’t see how one can run backtests.Are you manually running them??




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