Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
Visit| Fact | Stock Rover | Tamarac |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Audience | Stock Rover says it is designed for individual investors while also providing the power needed by financial professionals. | The product page describes Tamarac as serving independent registered investment advisors (RIAs). |
| Founded | 2008 | 2000 |
| Headquarters | Braintree, Massachusetts, United States | Seattle, Washington, USA |
| Performance reporting | Yes | Yes |
| Product | 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. | Envestnet Tamarac offers trading, reporting, billing, and CRM tools for wealth management practices. |
| Risk analysis | Yes | Yes |
| Security | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. | Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access. |
| Support | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. | Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information. |
| Tax-lot tracking | Yes | Yes |
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.
You want what its maker publishes above — check its page for the details.