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Stock Rover Review – An In-Depth Look at the Platform

By Dave

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Stock Rover Review

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Stock Rover Review

Stock Rover Research Report

Product Name: Stock Rover

Product Description: StockRover.com is a subscription-based research software service. It provides a one-stop resource for a wealth of fundamental data, scans, watchlist, charting tools along with market analysis reports.

  • Pricing
  • Features
  • Research Tools
  • Ease of Use
4.2

Summary

Looking to try out a new trading software? StockRover.com provides you with a wealth of interesting features. Read this review to find out if this research software service can measure up to your needs.

About Stock Rover

StockRover.com is a subscription-based stock research service. It’s a one-stop resource for a wealth of fundamental data, scans, watchlists, charting tools, and market analysis reports. While a lot of the research that Stock Rover provides can be found for free by scouring a variety of different sites, the convenience of having everything in one place saves a lot of legwork and time enabling users to focus more on analysis.

📈 FeaturesStock Data, Research Reports, Stock Screeners
💰 PricingStarts at $7.99/month
Discounts16% Off Annual
Best ForResearch-Driven Investors
🔁 Alternative ToYahoo Finance, YCharts

Stock Rover Pricing Options

Stock Rover offers a free plan that gives you access to basic functions including delayed quotes, analyst rankings, news and market updates. The free plan is a great way to kick the tires. There are three Stock Rover premium plans billed annually.

  • The Essentials plan costs $79.99 per year and contains everything in the free plan plus portfolio watchlists, over 240 additional financial metrics, a stock screener, five years of historical data, real-time text and e-mail alerts, investment comparison tables and brokerage integration.
  • The Premium plan costs $179.99 per year and includes everything in the Essentials plus over 360 financial metrics and 10 years of historical data, data exporting, ranked screening, ETF scanning, portfolio analysis, correlation analysis, trade planning, rebalancing tools, integrated notes/comments and multi-monitor support.
  • The Premium Plus costs $279.99 per year and contained everything in Premium plus over 500 financial metrics with customization, screening with equations, portfolio health analysis, higher data limits and top priority e-mail support.

There are also monthly payment options and 2-year subscriptions available. You can find the pricing here.

Stock Rover Review

Features of Stock Rover

Stock Rover has many unique features that set it apart from other stock research platforms. The features will vary by plan. For our review, we looked at the Stock Rover Premium Plus plan so we could test all of the platform’s unique features.

All of these features are designed to help you discover and analyze stocks.

There are three main views for analyzing a stock in the Stock Rover dashboard:

  1. Table – Table view is great for comparing multiple stocks.
  2. Charts – Charts are great for analyzing the technical and fundamental performance of an individual company.
  3. Insight – Insights offer more data and details on individual companies.

Let’s take a closer look at some of the main features.

Table View

Table view is a great way to compare multiple stocks and sort them by a variety of criteria. Here is an example of a list of stocks sorted by their Value Score:

Stock Rover Value Score

There are a bunch of different “view” options that you can use to compare stocks. Each view will have different columns related to the view’s theme. You can also create your own views if you prefer. Here are the table view options that are included:

Table view options

Here’s an example of the “Returns vs. S&P 500” view:

Returns vs S&P 500

These table views are incredibly helpful. I use them for two primary purposes:

  1. Analyzing my watchlists and portfolios – Load up your watchlists in Stock Rover and you can view them using table view. This can help you see which stocks are performing well and which ones aren’t.
  2. Analyzing stock screener results – I use the table view to analyze the results of my scans (screens). This can help me find top-performing stocks, undervalued stocks, or whatever I may be searching for.

Once I find some stocks I like, I dive deeper into fundamental and technical analysis using the charts.

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Charts

The platform has all the basic types of charts including candlestick, bar, and line. There are also fundamentals and events-based charts, which are more like graphs. The events charts include portfolio activity, earnings, splits, max drawdown, and dividends. The technical analysis chart time frames are focused on longer periods, which accommodates swing traders and investors.

Stock Rover Charts

Technical Indicators

The charting comes with a limited number of the most popular indicators including moving averages, MACD, RSI, Bollinger Bands and volume. When I say limited, I mean only eight indicators. However, using the right mix of these basic indicators can yield nice results or confirm signals. Key price inflection points can be confirmed with the volume by price indicator to spot meaningful reversal levels. Stock Rover isn’t really a “technical charting” platform like TradingView, but there are enough technical indicators to make these charts viable for swing traders and investors.

Stock Rover Technical Indicators

Fundamental Indicators

One feature that really stands out in Stock Rover is its ability to plot fundamental metrics on a chart. We were impressed by this feature when we saw it in Ycharts, but Stock Rover offers similar functionality at a much more affordable price.

You can choose from an impressive selection of fundamental indicators that can be plotted across a chart. This list includes everything you’d expect and more. Indicators include revenue, profit, EPS, cash, etc. Here are just a few of the options:

Stock Rover Fundamentals

This is a fundamental analyst and value investor’s dream. For example, I like to compare a company’s price to its P/E ratio to see if the valuation is increasing alongside the price, or if the company remains at a steady value.

Fundamental Stock Chart

The fundamental charts alone make the platform well worth it, but let’s take a look at some of the other features.

Stock Insights

We discussed the charts and tables so far. The last of the three views is the “Insights” view. Stock Rover’s insight panel offers a brief report on any company you select. You will find information on the stock’s performance, valuation, growth, profitability, and much more. Here’s what it looks like:

Stock Rover Insights

There’s a lot of data to review, including everything from analyst ratings to fair value estimates to growth metrics. It’s a pretty convenient tool for long-term investors who want to get a full picture of a company as quickly as possible.

Screener/Scanner

Stock Rover has a great fundamentals-based stock screener with powerful built-in scans. Explanation and criteria formulas are provided for each of the built-in scans. Many of them are quite detailed and in-depth. Users can also tweak the criteria with their own customized scans.  Exotic scans like Buffettology Inspired, Piotrosky-High F-Score, Capital Efficiency and Small Cap Rockets are unique to Stock Rover.

Stock Rover Screeners

These scans can be used to find some great trading and investment ideas.

Watchlists and Portfolios

Users can create watchlists to track stocks or whole portfolios with customizable columns. Stocks can also be analyzed through various pages including profile, performance, returns vs. S&P 500, dividends, grades and valuations. The portfolio analysis tools are excellent and you can easily compare metrics on all the stocks on your watchlist or portfolio.

There are also a few built-in watch lists included with the Stock Rover library, although you’ll likely want to create your own.

Stock Rover Watch Lists

News

Stock Rover’s newsfeed is pretty simple and straightforward. You can look up news related to a specific company, which is pulled from Yahoo and Benzinga.

Stock Rover News

You can also analyze general market news from a broader range of sources, including Zacks, Seeking Alpha, and Investors Business Daily.

News Sources

Manager Alerts

Alerts can be pre-configured with a wide selection of triggers. The selections range from simple price triggers to P/E, volume earnings events and comparisons to industry averages.

Stock Rover Alerts

Stock Rover Research Reports

Stock Rover allows users to generate on-demand research reports for any ticker in the platform. Research reports can be viewed in your browser or downloaded as a PDF.

Stock Rover Research Report

When I first tested the Stock Rover research report section, I wasn’t expecting much. I’m familiar with the templated reports that many brokers and research firms offer to clients, and I’ve never found them to be very useful. I was pleasantly surprised by Stock Rover’s research reports for a few reasons.

  1. The research reports are generated in real-time, so the data is always current.
  2. You can get reports on any ticker (whereas some firms/brokers only offer research reports for select stocks)
  3. The reports are clean, filled with visual support, and easy to read.

Each report contains about eight pages of well-organized research. Reports are broken up into the following sections:

  • Price Data + Charts
  • Analyst Recommendations (Consensus)
  • Quantitative Stock Ratings for Value, Growth, Quality, and Sentiment (generated by Stock Rover)
  • Comparisons to Other Stocks in the Sector
  • Fundamental Data and Charts (Profitability, Sales, Accounting Ratios, and More)
  • Summarized Financial Documents (Income Statement, Balance Sheet, and Cash Flow Statement)
  • Dividend History (when applicable)
  • Red Flags (Filing Issues, Share Dilution, Earnings Misses, etc.)

Honestly, these are the best auto-generated research reports I’ve seen. I generally have to visit a couple of sites and click through a few pages to get access to all of this information. The Stock Rover platform makes it easy to view all of this critical information in one place.

If you are researching a new stock for a potential investment, you should start by checking out the research reports. These reports serve as an excellent starting point for fundamental research. You may also discover better investment opportunities in the “Peers” section of the report.

Additional Features

Stock Rover is packed with useful metric-based information to empower deeper qualitative analysis. For example, the Peers window can be selected for any stock to bring up a list of comparable stocks for analysis and ranking. Unlike many free sites, the stocks that are pulled up in this list are truly peers or peer-related via industry, themes and/or sector. Criteria like P/E, 52-Week Range, Dividend Yield, Growth Grade and Performance provides a convenient snapshot.

Customization and Saved Layouts

Users can save multiple different workspace layouts and customize the windows based on the subscription plan. I like having it run on two-screens to get the most value out of the screen real estate. Higher plan subscriptions enable much higher data limits and windows to layouts.

Compatible Brokers

Stock Rover can be connected to literally all the most popular online brokers including: Charles Schwab, E*TRADE, TD Ameritrade, Fidelity Investments, Scottrade, T. Rowe Price, Morgan Stanley, Merrill Lynch, Merrill Edge and Vanguard Investments. Linking brokerage accounts enables the software to track portfolio positions, which is much more convenient than manually keying in all the data you need to run portfolio analytics.

What Type of Trader is Stock Rover Best For?

Stock Rover is ideal for self-directed investors and swing traders that rely more heavily on fundamental and qualitative data for stock selection and portfolio management. Stock Rover appeals to the same type of investors as Motley Fool or Investors Business Daily. Researchers and analyst-types that love comparing financial ratios and metrics to find the β€œneed-in-the-haystack” overlooked stocks will love this service. I like tweaking and compounding many of the unique scans to narrow down selections to just a handful of undervalued and overlooked stock candidates. This takes a few rounds of refining through trial and error. However, the results are impressive.

Is The Service a Good Value?

The Stock Rover Premium plan is a great value at $179.99 a year. More advanced users that want customizability can consider the Premium Plus for $279.99 a year. Having access to the built-in stock screeners is worth the cost on its own. The only downside is that you have to pay the annual fee upfront.

We were very impressed with Stock Rover. At $180/year for the Premium plan, the platform comes down to $15/month. If you prefer to pay month-to-month, you can pay $17.99/month.

It’s hard to find other platforms that offer the same features for even close to the same price. For example, Ycharts charges $200-$400/month for fundamental charts, whereas this feature is included with Stock Rover. Stock Rover also includes charting, stock screening, alerts, and much more.

It’s pretty much a no-brainer to at least try the platform to see if it works well for you. You can sign up for free and upgrade if you enjoy the platform.

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Pros

  • Comprehensive set of investment analysis tools
  • Unique built-in screens
  • Solid plug-in portfolio tracking and analysis tools
  • Efficient watch lists to enable snapshot comparisons
  • Detailed alert parameters and convenient text and email delivery
  • Flexible customizable screens (Premium Plus subscribers)

Cons

  • Limited charting technical indicators
  • Not robust enough for intra-day traders
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Dave

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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