
Seraf
6.7#49 in portfolio management softwareFrom $600 a yearWebAPI
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| Fact | Seraf | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Audience | Seraf describes its users as individual investors, angel groups, venture capital funds, family offices, and private credit funds. | Stock Rover says it is designed for individual investors while also providing the power needed by financial professionals. |
| Founded | 2013 | 2008 |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Product | Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and reporting. | 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 | Seraf says its privacy policy includes EU Standard Contractual Clauses and that it uses encryption for sensitive information in transit. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Support | Enterprise accounts include guided onboarding and ongoing email support; individual accounts receive knowledge-base support, with hands-on data-entry services available for an hourly rate. | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. |
You want what its maker publishes above — check its page for the details.
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.