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Stock Card Review – Research Tools for Investors

By Dave

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Stock Card Review

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Stock Card Review

  • Quality
  • Ease of use
  • Value


Stock Card is a stock and ETF research platform designed to make finding investments simple. The portal provides stock and ETF screeners, social investing tools, and color-coded research summaries to assist you in coming up with investment ideas. Learn everything you need to know about this research platform by reading our complete Stock Card review.


  • Color-coded summaries of key stock and ETF metrics
  • Combines fundamental and technical analysis
  • Stock and ETF screeners cast a wide net
  • 1,500 themes to explore
  • View, copy, and follow other users’ public portfolios


  • Limited in-depth financial data and no charting tools
  • No mobile app for researching on the go

About Stock Card

Stock Card is a stock and ETF research platform designed to make it easy to find investments. The platform offers color-coded research summaries, stock and ETF screeners, and social investing features to help you generate investment ideas. Stock Card isn’t as in-depth as other research platforms, but that can be an advantage for investors who want to invest in good companies without getting into the weeds.

In our Stock Card review, we’ll take a closer look at everything this platform can do and help you decide if it’s right for you.

Stock Card Pricing Options

Stock Card offers 4 subscription tiers: Starter, ETF VIP, Stock VIP, and Full VIP.

Stock Card - Pricing

The Starter plan is free and offers access to 5 stock cards and 5 ETF cards per month. Access to the platform’s stock and ETF screeners is limited.

The ETF VIP plan costs $14.99 per month or $149.99 per year. It offers unlimited access to ETF cards, the ETF screener, and strategy-based ETF evaluations. However, it offers no access to stock cards. 

The Stock VIP plan also costs $14.99 per month or $149.99 per year and offers unlimited access to stock cards, but no access to ETF cards.

The Full VIP plan costs $24.99 per month or $249.99 per year and offers complete access to Stock Card.

You can try out the Full VIP plan free for 14 days.

Stock Card Features

Stock and ETF Cards

Stock and ETF cards are at the heart of Stock Card. These are essentially research pages for individual stocks and ETFs, but they’re designed with tons of summary statistics and color-coded graphics so you can quickly take away the key points about a company or fund.

At the top of each card, you’ll find 6 color-coded summary statistics. For stocks, these cover growth potential, financial health, technical prospects, return relative to peers, valuation, and dividends. For ETFs, the 6 metrics summarize fees, risk, technical prospects, performance relative to the S&P 500, valuation, and dividends.

Stock Card - Stock Summary

Scrolling down the card, you’ll find a detailed overview of each company or fund along with a list of what Stock Card themes that include that asset. Then the cards dive into the analysis that goes into the summary statistics. There’s a lot of detail in Stock Card, but everything is summarized and color-coded. You never have to look through balance sheets or cash flow tables.

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One of the neat visualizations that Stock Card offers for stocks breaks down the different sub-sectors that a company operates in and how much they’re expected to grow over the next decade. Financial health metrics are broken down into simple bar charts. Basic technical analysis offers a red/yellow/green rating for indicators like moving averages, RSI, and MACD.

Stock Card - Growth Potential

The ETF cards aren’t quite as unique and there aren’t as many visualizations. In fact, data about a fund’s geographic, sector, and market cap distributions is in a table. That was surprising since even Morningstar has graphics for this type of fund data. One helpful aspect is that when Stock Card presents the top holdings in each fund, it offers the 6 summary statistics for each stock in miniature. 

Stock Card - ETF Holdings

Stock and ETF Screeners

Stock Card offers stock and ETF screeners that incorporate some of the metrics and summary statistics you’ll find in the stock and ETF cards.

What’s interesting about these screeners is that they mainly stick to filtering based on summary statistics rather than hard data. For example, you can filter based on whether profitability is ‘good,’ ‘neutral,’ or ‘bad’, but you can’t enter a threshold for earnings growth. Similarly, you can filter based on whether a stock or ETF outperformed the S&P 500, but there’s no way to enter a percentage return as your filter.

Stock Card - Stock Screener

This can be good and bad. On the one hand, it’s easy to create broad screens that cast a wide net instead of relying on arbitrary cutoffs. On the other hand, if you have a specific investment strategy, it’s hard to build a screen that exactly matches that strategy.

You can save an unlimited number of screens and save your results to a watchlist.


Stock Card groups stocks and ETFs into nearly 1,500 overlapping themes. These cover everything from 3D printing to electric vehicles to breweries. The themes are almost too specific to be helpful, but you can search for a specific idea.

Within each theme, you’ll find a sortable list of stocks. Each stock is accompanied by a mini version of the 6 summary statistics, which makes it easier to pick out potentially good investments. However, you can’t sort or filter by these summary statistics.

Stock Card - Theme

Stock Card also has lists of top gainers and losers and stocks nearing 52-week highs and lows, which can be helpful for more active investors.

Social Investing

Stock Card integrates an element of social investing across the platform. On stock and ETF cards, you can see how many people have viewed that card, how many have it on a watchlist, and how many have it in a portfolio. You can also pull up a list of the most widely viewed stocks and ETFs.

Stock Card also enables users to make their portfolios public. There are hundreds of portfolios that you can look through and they’re tagged by portfolio goal (for example, growth, income, and YOLO are possible tags). The Stock Card team also curates a number of portfolios around themes like beaten-down stocks, strong growth stocks, and timely stocks. 

Stock Card - Public Portfolios

You can see each portfolio’s performance, its holdings, and any changes over the past month. You can copy any portfolio and modify it or set up alerts to be notified when the owner adds or removes holdings.

Stock Card Customization and Layout

Stock Card enables you to create unlimited portfolios and watchlists. A personalized dashboard offers updates on your portfolios and watchlists, plus offers a summary of the biggest stocks and funds you hold. Overall, the platform is easy to navigate, but there’s no mobile app available at this time.

Stock Card - Dashboard

Stock Card Platform Differentiators

Stock Card is reminiscent of other stock research platforms like Simply Wall St and Stock Rover that turn complex financial information into visualization-heavy reports. Stock Card pays slightly more attention to technical analysis than either of these competitors, but offers investors much less detail. The visualizations in Simply Wall St are more detailed and contain more information, while Stock Rover offers all the data needed to create financial models.

For investors who want to invest around themes or ideas more than in-depth financial data, this approach can be a plus. The social aspects of Stock Card are also relatively unique and can be valuable for generating investment ideas based on other users’ portfolios.

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Our team has reviewed over 300 services. These are our favorites:
📈  Best Day Trading Service
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🎯  Best Stock Scanner
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📉 Best Stock Charts
💰  Best Stock Picking Service
Motley Fool
📱  Best Mobile Broker
📊   Best for Stock Research
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For ETF research, Stock Card competes directly with platforms like Morningstar. Stock Card offers fewer visualizations and less fund data than Morningstar. However, the user interface is much more modern, so it’s a good alternative for investors who find Morningstar difficult to use.

What Type of Investor is Stock Card Best For?

Stock Card is best-suited for self-driven stock and ETF investors who prefer summarized research over in-depth data that they need to crunch themselves. The platform uses color-coding and visualizations to simplify financial, technical, and valuation data, making it easier to find potential investments. The stock and ETF screeners cast a relatively wide net, while themes and user-generated portfolios can also help you find new investments.

You won’t find in-depth price charts or balance sheets in Stock Card, so don’t expect to use this platform for detailed technical analysis or financial modeling. Investors who want more advanced analysis tools may be better suited by platforms like Stock Rover or Morningstar.

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Dave has been a part-time day trader and swing trader since 2011 when he first became obsessed with the markets. He focuses primarily on technical setups and will hold positions anywhere from a few minutes to a few days. Over his trading career, Dave has tried numerous day trading products, brokers, services, and courses. He continues to test and review new day trading services to this day.

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