Stock Rover's research covers more than 14,000 North American stocks, and its portfolio tools grow with the plan you pay for. Koyfin and Finviz are the research swaps people try first. For the portfolio record, AllInvestView is our pick: holdings on any exchange, trades and dividends, and capital gains under 17 countries' rules.
Who it suits: Serious US/Canadian investors who want deep fundamental research and stock screening tools.
The portfolio pages you used in Stock Rover, built from your actual trades on any exchange. Then returns for chosen periods, a dividend calendar and forecast, capital gains under 17 countries' rules and bonds or options alongside.
Koyfin is the closest research swap, with global company coverage where Stock Rover stops at North America. The free plan includes charting, macro dashboards and portfolios; Premium adds portfolio analytics and unlimited custom formulas.
Finviz covers the screening habit at no cost, and its heat maps and insider trades sit right beside the screener. The free plan tracks one portfolio of 20 holdings, and Elite lifts that to 100 portfolios of 500 each, with exports to Excel and CSV.
Simply Wall St trades Stock Rover's tables for visuals, scoring companies with its snowflake across more than 90 markets. Portfolios are built from transactions on every plan, with broker connections and an AI importer for your history.
Seeking Alpha replaces the research-report side of Stock Rover with analyst articles and Quant Ratings. Its portfolio links to US brokers on Premium and refreshes daily, which suits people who mainly want news and ratings on what they own.
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Advanced stock screener, Comprehensive fundamental data, Portfolio analytics and rebalancing, Dividend tracking and projections, Brokerage integration | Free plan; paid from $29/month ($348/year), up to $149/month |
AllInvestView
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Automatic portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Deep global fundamentals, estimates and macro data, Dashboards and charting you configure yourself, Portfolio holdings on desktop and mobile, synced, Generous free tier for research | Free plan; Plus $39/month, Premium $79/month, advisor tiers from $209/month |
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One of the strongest free stock screeners anywhere, Market heat maps by sector and industry, Insider trades and SEC filings in the same place, One portfolio of up to 20 holdings on the free plan (Elite: 100 portfolios of 500) | Free plan with delayed data; Elite at $39.50/month or $299.50/year |
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Visual snowflake analysis, Easy to understand graphics, Global stock coverage, Portfolio health check, Dividend tracking | Free; Unlimited $259.99/year in App Store; web prices unpublished |
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Extensive stock analysis and research, Quant ratings system, Earnings call transcripts, Portfolio tracking with alerts, Large community of analysts | Free basic; Premium $299/year; Pro $2,400/year |
Portfolio tracking, analysis and tax reports
Everything you tracked in Stock Rover's portfolio pages is here: positions, performance against a benchmark, dividend income and its forecast. AllInvestView goes deeper on the record, with every trade dated, holdings as of any past date and Monte Carlo and efficient frontier tools. It also holds shares listed anywhere, plus bonds, options and crypto, and works out capital gains with FIFO, LIFO, HIFO and average cost compared.
Our take: Choose Stock Rover if you need deep US/Canadian stock research with powerful screening and fundamental analysis. Choose AllInvestView if you want multi-asset portfolio tracking with global coverage, advanced analytics, and tax reporting.
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountStock Rover's paid plans include data exports, but your broker's transaction file is the better source because it holds every dated buy, sell and dividend. Pull it from each account; Magic Import accepts CSV, XLSX and XLS files as well as pasted rows, and asks you to check any line it cannot match. Supported brokers can stay connected read-only.
Open the magic importStock Rover excels at deep stock research and screening for US/Canadian stocks. AllInvestView is better for portfolio-level analytics, multi-asset tracking, and global tax reporting.
Yes, many investors use Stock Rover for stock research and screening, then track their actual portfolio in AllInvestView for analytics, tax reports, and broker syncing.
Finviz's free screener and Koyfin's free plan cover a good share of Stock Rover's research, and Stock Rover itself keeps a free plan for basic research. For the portfolio, AllInvestView's free plan keeps one portfolio of ten shares, ETFs or funds, and it doesn't count bonds or options against that.
Its plans list more than 14,000 North American stocks, plus ETFs and mutual funds. If you also hold shares in Europe or Asia, AllInvestView tracks them in their own currency next to your US and Canadian positions and reports the total in your base currency.
It depends on the plan: two on Premium, five on Premium Plus, 15 on Ultimate and 30 on Ultimate Pro. AllInvestView connects supported brokers read-only and takes the rest from a file, so an account at an unsupported broker still sits in the same portfolio.