AssetBook Pulse
5.9#70 in portfolio management softwareWeb
VisitAssetBook Pulse vs Stock Rover
Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
VisitWhat both publish
| Fact | AssetBook Pulse | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | AssetBook says it was founded in 2007 by Rob Major and Ken Park. | 2008 |
| Headquarters | AssetBook lists its mailing address in Bear, Delaware. | Braintree, Massachusetts, United States |
| Performance reporting | Yes | Yes |
| Product | Pulse is a portfolio management and reporting system for financial advisors, built with an open API. | Stock Rover is a professional investment research platform that runs directly in a browser and covers stocks, ETFs and funds across major North American exchanges. |
| Risk analysis | Yes | Yes |
| Security | AssetBook says data is encrypted at rest and in transit by default. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Support | AssetBook says client support, including onboarding and partner integration assistance, is provided at no additional cost. | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. |
| Tax-lot tracking | Yes | Yes |
AssetBook Pulse plans
- PulsePriced on request
Stock Rover plans
- FreeFree
- Premium$348 a year
- Premium Plus$588 a year
- Ultimate$948 a year
- Ultimate Pro$1,788 a year
- Premium$24 a month
Pick AssetBook Pulse if…
You want what its maker publishes above — check its page for the details.
Pick Stock Rover if…
Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.