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Stock Rover vs Tamarac

Stock Rover

8.2#1 in equity research platformsFrom $24 a month
Free planAndroidiOSWebWindows
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Tamarac

6.8#39 in portfolio management software
AndroidiOSWebAPI
Visit

What both publish

FactStock RoverTamarac
Allocation analysisYesYes
Asset class coveragemulti_assetmulti_asset_alternatives
AudienceStock 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).
Founded20082000
HeadquartersBraintree, Massachusetts, United StatesSeattle, Washington, USA
Performance reportingYesYes
ProductStock 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 analysisYesYes
SecurityStock 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.
SupportSupport 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 trackingYesYes

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

Tamarac plans

  • Envestnet TamaracPriced on request

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.

Pick Tamarac if…

You want what its maker publishes above — check its page for the details.

Charts they share