Stock Rover Review (2026)
Stock Rover is a browser-based research and portfolio tool for long-term investors in North American stocks, ETFs and funds who want to screen on fundamentals and analyze the portfolio they already hold. The one thing to know: Stock Rover does not issue refunds, so use the 14-day trial (no card needed) before you pay. Paid plans start at $34 a month or $348 a year for Premium.
By Wealthy Pot Editorial · Facts checked October 19, 2026
Facts checked October 19, 2026 against Stock Rover's own pricing, help and policy pages (11 sources, listed below). We re-check prices about once a month. We have been accepted into Stock Rover's affiliate program, but no affiliate link is live on this page; this review was written from Stock Rover's own pages and would read the same without the program.
Stock Rover at a glance
| Paid plans (billed monthly) | Premium $34, Premium Plus $70, Ultimate $99, Ultimate Pro $199 a month [1] |
|---|---|
| Paid plans (billed yearly) | Premium $348, Premium Plus $588, Ultimate $948, Ultimate Pro $1,788 a year [1] |
| Free plan | Basic research on individual stocks and a market overview; Stock Rover does not publish the exact Free limits [1] |
| Free trial | 14 days of Ultimate for new sign-ups, no credit card; reverts to Free on its own. No CSV export during the trial [3] |
| Refunds | None, "regardless of the reason for cancellation"; access runs to the end of the paid period [4] |
| Coverage | North American stocks, ETFs and mutual funds; Stock Rover's pages give different counts (8,500+ or 14,000+ stocks) [5] |
| Financial history | Fundamentals: 5 years (Premium), 10 years (Premium Plus), 20 years (Ultimate and Ultimate Pro). Price history: 10 years on Premium, 20 years above [2] |
| Metrics (Stock Rover's count) | 400+ on Premium, 700+ on Premium Plus, 800+ on Ultimate and Ultimate Pro [2] |
| Real-time quotes | The plans list "real-time quotes (where available)" on Ultimate and Ultimate Pro only; the FAQ says most quotes are real-time and names no plan [2] |
| Broker sync | US and Canadian brokerages on every paid plan: 2 connections on Premium, 5 on Premium Plus, 15 on Ultimate [1] |
| Alerts and exports | Real-time email alerts on all plans; data exports 10 / 90 / 500 / 2,500 a month by plan [2] |
| Platform | Runs in your browser, no download; mobile interface on every plan [3] |
| Company | Stock Rover LLC, Braintree, Massachusetts; founded 2008 [7] |
What Stock Rover costs
| Plan | Paying monthly, 1 year | Annual plan, 1 year | 3 years (cheapest way) | Annual plan saves |
|---|---|---|---|---|
| Free | $0 | - | $0 | - |
| Premium | $408 | $348 | $1,044 | $60 (15%) |
| Premium Plus | $840 | $588 | $1,764 | $252 (30%) |
| Ultimate | $1,188 | $948 | $2,844 | $240 (20%) |
| Ultimate Pro | $2,388 | $1,788 | $5,364 | $600 (25%) |
Our arithmetic from the listed prices, before sales tax, assuming today's prices hold; subscriptions can renew at a different rate. A 2-year option costs less again: $576 (Premium), $1,008 (Premium Plus), $1,656 (Ultimate) or $3,096 (Ultimate Pro) every two years. Stock Rover says annual billing saves up to 30% and 2-year billing up to 40% against monthly. Plans renew automatically, and turning off auto-renewal counts as cancelling. It takes a credit card or PayPal. No refunds on any billing period.
How Stock Rover works
Stock Rover is built around tables and screeners. You pick a universe (the market, a watchlist or your own portfolio), choose columns from its metric library and filter or rank by them. Ranked screens weight several criteria (the weights add up to 100%) and sort the results, and you can score a watchlist or portfolio against a screener. Stock Rover says its library holds more than 150 prebuilt screeners on one page and 230+ on another. You can also describe a screen in plain language and it matches or drafts one for you to review. The data comes partly from Morningstar under a licensing agreement, per Stock Rover's FAQ.
The second half is the portfolio. You link US or Canadian brokerage accounts, or import a CSV, and Stock Rover shows correlation, Sharpe ratio, beta and drawdown, builds rebalancing trade lists and lays out projected dividend income for the next 12 months, month by month. On dividends it shows payout ratios, coverage, streaks and recession records but no single safety score: "We prefer showing the evidence to issuing a verdict." For background on picking dividend payers, see our guide to reliable dividend stocks.
A hypothetical cost case for Premium Plus over two years. Paying monthly: $70 x 24 = $1,680. Paying yearly: $588 x 2 = $1,176. Paying for two years up front: $1,008. The 2-year plan saves $672 against monthly, but because Stock Rover gives no refunds, you would still have paid the full $1,008 if you stopped after three months. Monthly billing costs more and keeps you free to leave.
Pros
- Large metric library (400+ to 800+ by plan, per Stock Rover) with ranked and plain-language screening
- Brokerage sync on every paid plan, with rebalancing and a 12-month dividend income projection
- Full 14-day Ultimate trial with no credit card
- Yearly and 2-year billing cut the monthly price by up to 30% and 40%
Cons
- No refunds at all, on monthly, yearly or 2-year plans
- 20 years of fundamentals only on Ultimate ($948 a year) and Ultimate Pro; Premium has 5 years
- Real-time quotes are listed only on Ultimate and Ultimate Pro
- The cheapest paid plan went from $79.99 a year (Essentials) to $348 (Premium) with the May 2026 relaunch
Who Stock Rover fits, and who should skip it
A good fit if
- You hold individual stocks for years and want to screen on fundamentals and valuation, not chart patterns.
- You want your brokerage accounts linked in one place with risk numbers, rebalancing lists and a 12-month dividend income projection.
- You can test the full Ultimate plan for 14 days without a card and decide before paying.
Look elsewhere if
- You want deep free data on stocks without paying: Stock Analysis has a large free tier.
- You invest outside North America: Koyfin covers global equities and macro data.
- You want a ready verdict such as a star rating or a dividend safety score: Stock Rover shows the inputs, not a verdict, while Morningstar issues star and fair-value ratings.
Limitations to know
- Coverage is North American: the exchanges listed in the FAQ are US and Canadian, plus OTC markets. [3]
- The Free plan's exact limits are not published; the plans page describes it only as basic research on individual stocks. [1]
- Trial members cannot export tables to CSV files, because of a licensing restriction. [1]
- There is no dividend safety score; Stock Rover deliberately shows the components instead. [6]
- Stock Rover gives conflicting counts on its own pages for stocks covered (8,500+ vs 14,000+), funds (40,000+ vs 20,000) and prebuilt screeners (150+ vs 230+). [5]
Stock Rover compared with alternatives
| Tool | Price | Free tier | Type | Platforms |
|---|---|---|---|---|
| Stock Rover | Free (limited); billed yearly: Premium $29/mo ($348/yr), Premium Plus $49/mo ($588/yr), Ultimate $79/mo, Ultimate Pro $149/mo; billed monthly: $34, $70, $99, $199 | Free: basic research; 14-day trial | All-in-one | Web |
| Koyfin | Free; billed yearly: Plus $39/mo ($468/yr), Premium $79/mo ($948/yr); billed monthly: $49 and $110 | Free: 2 years of financials, 2 screens | Data terminal | Web, iOS, Android |
| GuruFocus | Free (limited); Premium $549/yr (US market), Premium Plus $1,398/yr, Professional $2,448/yr; other regions $369-$499/yr each | Free: limited content; 7-day trial | Research | Web, iOS, Android |
| Stock Analysis | Free tier; Pro $9.99/mo or $79/yr; Unlimited $29/mo or $16.58/mo billed yearly | Free account; 60-day refund on Pro | Research | Web, iOS, Android |
| Morningstar | Free account (limited); Investor $34.95/mo or $249/yr; 7-day trial | Free account (limited); 7-day trial | Research | Web, iOS, Android |
- Pick Koyfin if you want global markets, macro data and dashboards with a strong free tier.
- Pick GuruFocus if you are a value investor who wants to follow famous investors' 13F holdings.
- Pick Stock Analysis if you want clean financial statements for free or for under $80 a year.
- Pick Morningstar if you want star and fair-value ratings, especially on funds and ETFs.
Security and privacy
- The US privacy statement lists payment processing as the only purpose for sharing your data with other recipients. It names a data processing agreement with Google for analytics and makes no statement either way about selling data. [8]
- Stock Rover says it does not give your email address to any third parties. [3]
- Brokerage linking runs through one or more third-party aggregators that receive your brokerage credentials, per the Terms of Use. The Terms do not say whether the connection is read-only. [4]
- Stock Rover does not make stock picks or promise outperformance: "We don't make picks and we don't promise outperformance." [5]
Recent changes
| Date | What changed |
|---|---|
| May 29, 2026 | Version 12 released with a new plan lineup (Premium, Premium Plus, Ultimate, Ultimate Pro), 20-year fundamentals on Ultimate, and about 100 new metrics and 80 new screeners. [9] |
| May 2, 2026 | Last capture of the old prices before V12: Essentials $7.99 a month or $79.99 a year, Premium $17.99 or $179.99, Premium Plus $27.99 or $279.99. [10] |
| May 16, 2025 | Version 11 released. [11] |
Stock Rover FAQ
Is Stock Rover worth it?
For a long-term investor who screens on fundamentals and wants brokerage accounts analyzed in one place, the tables, ranked screeners and dividend income projection are the core of what it sells. It is less useful for chart-based trading or for markets outside North America. Because there are no refunds, use the 14-day trial first.
Is Stock Rover free?
There is a Free plan for basic research on individual stocks, but Stock Rover does not publish its exact limits. New sign-ups get 14 days of the Ultimate plan without a credit card, then drop to Free automatically.
How much does Stock Rover cost?
Billed monthly: Premium $34, Premium Plus $70, Ultimate $99, Ultimate Pro $199. Billed yearly: $348, $588, $948 and $1,788. A 2-year option is $576, $1,008, $1,656 or $3,096 every two years. These were the prices on October 19, 2026.
Does Stock Rover have 20 years of financial data?
Only on Ultimate and Ultimate Pro. Premium includes 5 years of fundamentals and Premium Plus 10 years. Price history is 10 years on Premium and 20 years on the higher plans.
Does Stock Rover have real-time data?
The plans page lists real-time quotes (where available) only on Ultimate and Ultimate Pro. The FAQ says most quotes are real-time, with delays for some obscure, Canadian and micro-cap stocks, and does not name a plan. If live quotes matter to you, check them during the trial.
How we researched this review
We did not get paid or receive a free account for this page. We read Stock Rover's own pricing page, help center, security and privacy pages and app-store listing on October 19, 2026, quoted each fact from those pages, and link every one below. We did not run a long-term hands-on test, so we do not score the app; where a point rests on what the company says rather than something we can check, we attribute it to Stock Rover. Cost figures are our own arithmetic. We re-check prices and plans about once a month and log changes in the table above.
Sources
- Stock Rover, Plans, checked October 19, 2026.
- Stock Rover, Compare Plans, checked October 19, 2026.
- Stock Rover, FAQs, checked October 19, 2026.
- Stock Rover, Terms of Use, checked October 19, 2026.
- Stock Rover, Why Stock Rover, checked October 19, 2026.
- Stock Rover, Dividend strategy, checked October 19, 2026.
- Stock Rover, Our story, checked October 19, 2026.
- Stock Rover, Privacy statement (US, last changed June 29, 2026), checked October 19, 2026.
- Stock Rover, Announcing Stock Rover V12, checked October 19, 2026.
- Stock Rover, Plans (Wayback Machine capture of May 2, 2026), checked October 19, 2026.
- Stock Rover, News and press, checked October 19, 2026.
This review is for general information, not investment advice. Ratings, scores and screens from any tool are not a recommendation to buy or sell a security. Prices change; check the vendor's site before you subscribe.