Compare Plans
From individual investors to professional portfolio managers — choose the plan
that matches your research needs. Try any plan free for 14 days before subscribing.
| Features | Premium Free Trial | Premium plus Free Trial | Ultimate Free Trial | Ultimate Pro Free Trial |
|---|---|---|---|---|
| Research & Intelligence | ||||
| 14,000+ North American stock | ||||
| 7,000 ETFs & 40,000 mutual funds | ||||
| Financial metrics | 400+ | 700+ | 800+ | 800+ |
| Historical fundamentals | 5 years | 10 years | 20 years | 20 years |
| Price history | 10 years | 20 years | 20 years | 20 years |
| Dividend history | 20 years | 20 years | 30 years | 30 years |
| Stock Rover Investment Library | ||||
| Research reports (7,000+ stocks) | +$50 | |||
| ETF & fund reports (7,400 ETFs & 20,000 funds) | sample | sample | ||
| Stock ratings | limited | |||
| Fair value & margin of safety | limited | |||
| Stock scoring | limited | |||
| Investor warnings | limited | |||
| Real-time quotes | — | — | ||
| Analyst detail | — | — | ||
| Option metrics | — | — | ||
| Insider metrics | — | — | ||
| Screening & Discovery | ||||
| Stock & ETF screening | — | |||
| Ranked screening | ||||
| Investment comparison | ||||
| Customizable views & columns | ||||
| Table columns | 30 | 30 | 45 | 45 |
| Custom metrics | — | limited | ||
| Equations in screening | — | |||
| Historical data screening | — | |||
| 180+ ETF screening metrics | — | |||
| Tiled comparative views | — | |||
| Percentile screening | — | — | ||
| OTC screening | — | — | ||
| Portfolio & Trade Management | ||||
| Portfolio management | ||||
| Brokerage integration | ||||
| Detailed portfolio analytics | ||||
| Portfolio rebalancing | ||||
| Trade Evaluator | ||||
| Future dividend income projections | ||||
| Monte Carlo portfolio simulation | ||||
| Correlation analysis | ||||
| Watchlist tracking | ||||
| Real-time email alerts | ||||
| Charting & Visualization | ||||
| Comprehensive charting (100+ metrics) | ||||
| Valuation charts | — | |||
| Ratio charts | — | |||
| Chart drawing tools | — | — | ||
| Analyst Ratings Events | — | — | ||
| Custom chart colors | — | — | ||
| Platform & Experience | ||||
| Multi-monitor support | ||||
| Mobile interface | ||||
| Integrated notes & comments | ||||
| User defined tags and colors | ||||
| Grouping folders | ||||
| Auto refresh | ||||
| Data export | ||||
| Ad-free experience | ||||
| Dark mode | — | |||
| Priority email support | ||||
| Hotline phone support (optional add-on) | +$50 | +$50 | ||
| Gets new advanced features first | — | — | ||
| Plan Limits | ||||
| Screeners | 15 | 30 | 120 | 1,000 |
| Portfolios | 15 | 25 | 60 | 300 |
| Watchlists | 15 | 30 | 120 | 1,000 |
| Brokerage connections | 2 | 5 | 15 | 60 |
| Tickers in a Portfolio or Watchlist | 250 | 500 | 1,000 | 5,000 |
| Fair Value, Stock Scores, and Investor Warnings | 20 tickers/month + Dow 30 | Unlimited | Unlimited | Unlimited |
| Stock Ratings | 10 ratings/month + Dow 30 | Unlimited | Unlimited | Unlimited |
| Pinned Dashboard Portfolios | 15 | 25 | 60 | 100 |
| Table rows | 250 | 500 | 1,000 | 5,000 |
| Custom metrics | 0 | 30 | Unlimited | Unlimited |
| Data exports / month | 10 | 90 | 500 | 2,500 |
| Views | 60 | 80 | 100 | 500 |
| Priced options | 0 | 5 | 100 | 1,000 |
| Bookmarks | 40 | 60 | 100 | 100 |
