Fund Manager
6.8#42 in portfolio management software$139 one-timeWebWindows
VisitFund Manager vs Stock Rover
Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
VisitWhat both publish
| Fact | Fund Manager | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset |
| Founded | 1993 | 2008 |
| Free plan | No | Yes |
| Headquarters | Chandler, Arizona, USA | Braintree, Massachusetts, United States |
| Performance reporting | Yes | Yes |
| Product | Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors. | 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 | The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Tax-lot tracking | Yes | Yes |
Fund Manager plans
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
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 Fund Manager 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.