Our Stock Rover review and test reveals an advanced stock screening and research tool 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.
Easy to use yet incredibly powerful, Stock Rover is the best stock screener available for US investors.
I have been a premium subscriber to Stock Rover for the last four years and have developed the strategies on its platform. I use Stock Rover daily, so I can show you all the important benefits and limitations of the service.
Stock Rover Review Test Results & Ratings
|Stock Rover Rating
|💸 Pricing & Software
|📰 News & Social
|📰 Portfolio & Research
Stock Rover Review Summary
This Stock Rover review shows a powerful stock screening, research & portfolio management service with a 10-year financial database and impressive stock ratings. Stock Rover enables the development of intricate dividend, value, and growth investing strategies, making it an industry-leading platform.
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.
|Charts, News, Watchlists, Broker Integration
|🏆 Exceptional Features
|Screening, Portfolio, 10-Year Data
|🎯 Best for
|Growth, Dividend & Value Investors
|Try Stock Rover Free
|✂ Discount Code
|25% During Premium+ 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, 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’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 allows you 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
- No Cryptocurrency or Forex Data
- US Markets Only
It is awe-inspiring that Stock Rover has stormed into the review winners section of our Best Stock Screener Review. I now actively use Stock Rover daily to find the undiscovered gems that form the foundation of my long-term investments.
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 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 Free
Stock Rover’s Free plan allows ad-free screening and research for 10,000 stocks. Broker integration, portfolio analysis, and stock market news are included for free. The Free plan is ideal for investors using simple screening strategies who want to manage multiple stock portfolios in one place.
Stock Rover Essentials
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. 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 monthly and provides 350 financial metrics, ten years of historical data, and complete portfolio management, analytics, correlation, and rebalancing functionality. Future dividend income projections and the ability to export data to Excel are also included.
Premium excludes the ability to screen on the 10-year database. It allows only 20 fair value and margin of safety scores per month, so 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 monthly. 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 historical data makes this my recommended service for all experienced investors, which is why I rate Stock Rover as the best stock screener.
I strongly recommend 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 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 Discount Coupon Code
Stock Rover does not offer coupon codes; however, there is a 1-year 25% discount for new customers who start a free premium or premium plus trial; you can even save 28% if you sign up for a two-year subscription.
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. Toward the end of the 14-day trial period, you will receive an email from Stock Rover offering you a 25% discount on any paid plan.
Stock Rover Platform
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 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; any chart you want to visualize is streamed to your client’s device.
The positives of cloud-based technical analysis software:
- Zero client installation, rapid setup
- Zero data downloads and data management are 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 depends on your internet bandwidth.
Stock Rover App
Currently, there is a mobile-friendly Stock Rover App accessible via a special link: https://www.stockrover.com/sr/Phone. However, for the full power of Stock Rover, you should use a PC, Mac, or Tablet Device.
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 and 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 but for longer-term investors who want to maximize their portfolio income and take advantage of compounding and margin of safety to manage a safe and secure portfolio.
|Stock Rover Features
|Research & News
|Profit & Loss Reporting
|Portfolio Asset Allocation
|Future Dividend Reporting
Table: Stock Rover Key Features
Stock Rover Screener
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.
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. 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’s Comprehensive Company Ratings
- Scores Screener – The Scores screener finds stocks whose scores for Value, Growth, Quality, and Sentiment are 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 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 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.
[Related Tutorial: Setup Your Own Warren Buffett Stock Screener With Stock Rover]
Stock Rover Dividend & Income Analysis
Stock Rover provides dividend analysis to visualize the stock’s dividend yield, growth, and coverage 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 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.
Stock Charting & Technical Analysis
Looking at 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.
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
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 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.
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.
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 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 could backtest the strategy for the previous seven 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 at our partner, Stock Rover, who has created an excellent stock research and screening platform.
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 Premium Plus library and is available to all Stock Rover Premium Plus Subscribers.
Beating the Market With Stock Rover?
To beat the market means that your stock investments must outperform the underlying index of stocks. The market to beat is generally the 8% annual return of the S&P500 index in the USA. 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 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
|Average Yearly Return
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 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.
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 have significantly beaten the market 5 in the last 7 years.
4. The Portfolio Analytics
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.
5. Excellent Asset Allocation & Rebalancing Features
One of the standout features of Stock Rover is the ability to view your existing asset allocation and 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.
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.
- Related Article: Portfolio123 An Alternative To Stock Rover.
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Our Stock Rover review reveals an excellent stock screening, research, and portfolio tool for long-term US value, income, and growth investors. Easy to use yet incredibly powerful, Stock Rover is the best stock screener available for US investors.
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