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Seraf vs Stock Rover

Seraf logo

Seraf

6.7#49 in portfolio management softwareFrom $600 a year
WebAPI
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Stock Rover

8.2#1 in equity research platformsFrom $24 a month
Free planAndroidiOSWebWindows
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What both publish

FactSerafStock Rover
Allocation analysisYesYes
Asset class coveragemulti_asset_alternativesmulti_asset
AudienceSeraf 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.
Founded20132008
Free planNoYes
Performance reportingYesYes
ProductSeraf 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.
SecuritySeraf 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.
SupportEnterprise 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.

Seraf plans

  • Advanced$600 a year
  • Professional$800 a year
  • Angel group, 1–49 seats$995 a year
  • Angel group, 50–99 seats$1,295 a year
  • Angel group, 100–149 seats$1,695 a year
  • Angel group, 150+ seats$2,195 a year

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 Seraf 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.

Charts they share