CircleBlack Portfolio Reporting
6.8#41 in portfolio management softwareAndroidiOSWeb
VisitCircleBlack Portfolio Reporting vs Stock Rover
Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
VisitWhat both publish
| Fact | CircleBlack Portfolio Reporting | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset |
| Free plan | No | Yes |
| Headquarters | Boston, Massachusetts, United States | Braintree, Massachusetts, United States |
| Performance reporting | Yes | Yes |
| Product | CircleBlack Portfolio Reporting is an automated report builder with pre-built templates and custom client-ready reports that advisors can share through the platform. | 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. |
| Security | CircleBlack states that it uses AES 256-bit encryption at rest, TLS encryption in transit, role-based access control, and multi-factor authentication, and maintains SOC 2 Type I certification. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Tax-lot tracking | Yes | Yes |
CircleBlack Portfolio Reporting plans
- Base platform$550 a month
- CircleBlack Platform$600 a month
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 CircleBlack Portfolio Reporting 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.