Stock Rover Review: Best Value Investing Stock Screener 2020

Stock Rover: Winner Best Stock Screener & Portfolio Mgt Tools For Value & Growth Investors + Margin of Safety, Dividend Ratings & Research Reports

Stock Rover Review
Overall
4.5
  • Pricing & Software
    (5)
  • Company Fundamentals & Screening
    (5)
  • News & Social Trading
    (3)
  • Charts & Indicators
    (3.5)
  • Pre-Built Screeners & Portfolios
    (5)
  • Broker Integration
    (5)
  • Ease of Use
    (5)
Sending
User Review
5 (2 votes)

Stock Rover Review Summary

Stock Rover is a stock screening, research & portfolio management service. Benefits include a 10-year historical financial, earnings, dividend database & Morningstar analyst ratings. The ability to perform portfolio correlation, balancing & screen for dividends, the margin of safety & fair value make it an industry-leading research tool.

Pros

  • Huge Selection of Fundamental & Financial Scanning Criteria
  • Incredible Stock Scoring Systems
  • Unique 10 Year Historical Fundamentals Data
  • Warren Buffet & Ben Graham Screeners & Portfolios
  • The Best Usability & Setup
  • Every Financial Ratio Possible
  • Research Reports Now Available *New

Cons

  • Limited Social Community

 

Stock Rover Review

Winner: Best for USA & Canada Value Investors Seeking Industry Leading Fundamental & Financial Analysis Stock Research Software. Easy to Use Yet Extremely Powerful. Stock Rover is Our Outright Winner

Visit Stock Rover

Stock Rover Review & Test
Stock Rover Review & Test

Stock Rover Best Stock Screener Review Winner 2020

Liberated Stock Trader Review Winner
Stock Rover Best Stock Software For Income & Value Investors

It is awe-inspiring that Stock Rover has stormed into the review winners section of our Stock Market Software Review in 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.

What is Stock Rover?

Stock Rover is an industry-leading stock screening, research & portfolio management service. Benefits include a 10-year historical financial, earnings, dividend database & Morningstar analyst ratings. The ability to perform portfolio correlation, balancing & screen for dividends, plus the margin of safety & fair value, are key benefits.

Another benefit is the ability to backtest your screening criteria, which means you can see if your scans were profitable in the past.

How to Beat The Market With Stock Rover

Beat the Market Stock Screener
The Liberated Stock Trader “Beat the Market” Screener Outperformed the S&P500 by 50% over the last 7 Years to 2020

I love Stock Rover so much, I spent 6 months creating an exclusive Beat the Market Screener, which significantly outperformed the S&P500 by 50% over the last seven years (to 2020). You can get this screener included for free with Stock Rover Premium Plus Account.

Stock Rover Pricing ★★★★★

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 not even expensive when compared to the competition.

How Much Does Stock Rover Cost?

  • Free $0 – Scanning for 10,000 stocks, 43,000 mutual funds & ETF’s, broker integration, portfolio analysis & market news
  • Essentials $7.99 US /mo – 5 years of historical data, 10 fair value, and margin of safety ratings per month + earnings calendar
  • Premium $17.99 US /mo – 350 fundamental metrics, 10 years of historical data, stock & ETF ranked screening. 10 stock ratings per month, 20 fair value & margin of safety ratings per month.
  • Premium Plus (Recommended) – $27.99 US/mo – 10 years of historical screening, unlimited margin of safety and fair value scoring, limitless stock warnings, and stock ratings + analyst ratings scoring.

I strongly recommend going for the Stock Rover Premium Plus at $27.99 per month.  Why?  Because having used the service extensively, I cannot live without the unlimited stock ratings, analyst ratings scoring, and the 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 at only $27.99.

I even told Ken over at Stock Rover, that their product pricing it too low, for this much value they should charge more.

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 Dashboard - Screenshot
Stock Rover Dashboard – Screenshot

The Stock Rover Platform Is A Modern Cloud-Based Software Architecture

This architecture type means 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 only the chart to 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 datacenter.
  • 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 has the best implementation of stock screening on a cloud-based architecture on the market.

Finding Great Stocks With Stock Rover – Video

Finding Great Stocks Webinar

 

[Related Article: How Do Technical Analysis Software Platforms Work?]

Portfolio Management ★★★★★

With Stock Rover, you get broker integration with practically every major broker, including our review winning brokers, Firstrade, and Interactive Brokers.

Stock Rover Broker Integration
Stock Rover Broker Integration for Portfolio Analysis

You cannot place trades from charts, but it will take care of profit & loss reporting on your portfolio and provide recommendations for portfolio rebalancing.  Including income (dividend) reporting and scoring 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 FeaturesStock Rover
Watchlist Tracking: The ability to see the up-to-date stock pricing, win/loss per stock & position sizes
Research & News: Services offering news & research reports into your stocks provide a clear advantage when managing your portfolio & making investment decisions
Profit & Loss Reporting: report on the overall profit & loss of your entire stock portfolio
Performance Reporting: Portfolio analytics allow you to evaluate the portfolio’s risk and rate of return annually & throughout the lifecycle of the portfolio.
Portfolio Weighting & Rebalancing: Features to enable you to calculate the weight of the stocks in your portfolio and assist you with rebalancing the weightings
Portfolio Asset Allocation: The ability to report on the asset allocation in your portfolio allows you to assess if you are over-exposed to a particular industry or sector.
Broker Integration
Future Income & Dividend Reporting: The service help predicts and estimates your future dividend income based on your existing or planned portfolio structure
Get Stock Rover Free

Fundamental Scanning & Screening ★★★★★

Another perfect score for Stock Rover as they hit the mark on company stock scanning and filtering, and fundamental watchlists also.

The list of fundamentals you can scan & filter on is genuinely huge.  Any idea you have based on fundamentals will be covered with over 600 data points and scoring systems.

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.

The Excellent Stock Rover Ratings Engine

The team over at Stock Rover has implemented some great functionality, one I particularly like is 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 - Simply The Best Stock Screener
Stock Rover – Simply The Best Stock Screener – The Warren Buffet Scan

List of Stock Rover’s Comprehensive Ratings Categories

  • 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 that are also 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.

Powerful Pre-Built Screeners Integrated into Stock Rover

Stock Rover already has over 150 pre-built screeners that you can import and use.  You do need to have the Premium Plus service to take advantage of this, I have 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 Warren Buffet Screener
Stock Rover Warren Buffet 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 ten years at least 15%, average ROIC over the last 10 years at least 12%, and earnings yield should be higher than the long term Treasury yield.

Stock Rover Screeners. Buffett’s Holy Grail

Here is another screener that I really like.  If you select any screener, in this case, I chose the “Strong Buys Screener” the Fair Value Screener and simply selected the “Fair Value” tab. I was rewarded with arguably the killer features of Stock Rover.  The Fair Value and Margin of Safety analysis and rankings.  These analysis factors are a nightmare to calculate yourself manually, and it could be said, warrant the investment in Stock Rover all by themselves.

Fair Value and Margin of Safety Rankings

Stock Rover - Fair Value & Margin of Safety Indicators
Stock Rover – Fair Value & Margin of Safety Indicators

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

Detailed Dividend & Income Analysis

Stock Ratings & Dividend Analysis
Stock Ratings & Dividend Analysis

Another reason why I like Stock Rover so much is the detailed dividend and income analysis provided.

As all smart investors know, to have a chance at excellent market-beating returns, you need to accrue your dividends.

Stock Rover provides intelligent analysis to enable you to do just that.

News & Social Media Integration ★★★✩✩

Stock Rover pulls in information from Yahoo Finance and Benzinga News.  The news feeds are not real-time, but they are useful.  But as a long-term investor, real-time news is not really a priority.  If it is a priority for you, you can subscribe to Benzinga News separately.

When it comes to the social chat and community, there is no perceivable service within Stock Rover.

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 focus 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 only nine technical analysis indicators, Stock Rover is not the best service for technical analysis or frequent trading, but it is by far the most complete package for fundamental income and value investors.  So, although this section is for technical analysis, they are so good with charting fundamentals I have rated them a score of 70%.

Caveat – there are no possibilities to draw trend-lines or annotate charts in Stock Rover.

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 $200 up”. You can place alerts on fundamental indicators or prices; it is quite flexible.

Stock Rover Research Reports ★★★★★

An excellent new addition to the Stock Rover platform is the Research Report. This brand new service enables you to generate a professional, readable PDF report on the current and historical performance of any particular stock.

The research report creates something very new, a human-readable, real-time research report which highlights 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 it’s excellent potential using my Buffett Stock Screener.

Stock Rover Real-time Research Reports
Stock Rover Real-time 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 can be produced in PDF format for portability and sharing.

System Backtesting Score ★★★★✩

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.


Our Beat the Market Screener Exclusively on Stock Rover

The Liberated Stock Trader Beat the Market Screener seeks to select stocks that have 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 5 of the last 7 years.

In this article, I discuss the criteria and the methodology that goes into the screener and cover the current results and the results of 7 years of backtesting.

Beat the Market Stock Screener
The Liberated Stock Trader “Beat the Market” Screener Outperformed the S&P500 by 50% over the last 7 Years to 2020

This work has been made possible due to the fabulous work done by the team 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.

This Liberated Stock Trader Beat the Market Screener (LST BTM) is built into the Stock Rover library and is available to all Stock Rover Premium Plus Subscribers.

Get the Beat the Market Screener Exclusively on Stock Rover

What is Beating the Market?

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 outperforming the market over the long-term is the key challenge.

Beating the market is the nirvana for every investor. Well, usually, it should be, but many investors realize that it can actually be very difficult to outperform the stock market’s returns year after year.

Beat the Market Screener Performance.

7 Year PerformanceS&P500 Index Jan 1 to Dec 31Beat the Market ScreenerResult
201329.8%49.4%Beat
201411.4%16.9%Beat
2015-0.7%2.6%Beat
20169.5%23.2%Beat
201719.4%37.4%Beat
2018-6.2%-24.9%Lost
201928.9%46.8%Beat
Average Yearly Return13%22%Beat

 

Get the Beat the Market Screener on Stock Rover

 


Usability Score ★★★★★

Within 15 minutes, I was using Stock Rover, no installation required, and no configuring data feeds; it was literally just there.

Stock Rover is up and running with a single click of the login button.

Even better is the fact it there are so many curated screeners and portfolios to import and use; you are instantly productive. It is quite a feat that it is so easy to use, considering Stock Rover has so many powerful scoring and analysis systems.

Top 5 Benefits of Stock Rover

  1. The Huge Historical Screening Database
  2. The Visuals & Research Reports
  3. The Backtesting
  4. The Portfolio Analytics
  5. 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 the fact that a large amount of the data available is thoughtfully represented in charts and graphically appealing tables.  This has been 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, which saves 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 that have 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 the portfolio analytics, which enables you to compare the returns of each of your portfolios for a given period.  Additionally, you can 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 Portfolio Asset Allocation - Actual vs. Planned Distribution - Stock Rover
Stock Portfolio Asset Allocation – Actual vs. Planned Distribution – Stock Rover

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 financials & fundamentals historical library plus incredible scanners including all of 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.

Open An Account With Stock Rover

97 Point Stock Rover Service Data Sheet

Data SheetStockRover
Pricing & SoftwareTradingView
Monthly End of DayFree
Essentials $8
Premium $18
Premium Plus $28
Monthly Real Time-
Customizable Data Feeds-
Customer Service & EducationExcellent
PC
For MAC
Tablets Smartpones
Market Data CoverageUSA & Canada
Data SpeedGood
Stocks
ETF
Mutual Funds
Futures
Forex
Bonds
Pricing & Software Score10
Trade Management
Broker Integration Stocks
Place Trades from Charts
Live Position P&L
P&L Analysis
Trade Management Score8
Fundamental Scanning & Screening
Real Time Scanning & Filtering
Fundamentals Scanning
Watch Lists with Fundamentals
Extended Economics Fundamentals (New)
Fundamental Screening Score10
Multiple Charts Per Desktop
Bar Line HLC Candlestick
Point & Figure
Equivolume
Others
Indicators
Bollinger Bands
Directional Movement
Ichimoku Cloud
MACD
Momentum
Money Flow
Moving Averages
Parabolic SAR
Rate of Change
Relative Strength / RSI
Stochastics
Custom Indicator Development
Volume
Darvas Box
Elliot Wave
Total Number of Indicators134
Drawing Tools
Trend Lines
Pitchfork
Automated Alerts
Chart Analysis Score7
News & Social
News Feed
Real-Time News Feed
Economics & Deal News
Market Commentary
Community Chat
News Score4
Systems & Backtesting
System Marketplace
Create Customizable Systems
Back Testing Point & Click
Back Testing Programmatic
Systems & Back-Testing Score6
Setup & Usability
SW Setup10
Ease of Use Score10
Usability Points20/20

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