Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
VisitStock Rover vs Wealthfolio
Wealthfolio
8.0#10 in portfolio management softwareFrom $2.99 a monthFree planiOSWebLinuxmacOS
VisitWhat both publish
| Fact | Stock Rover | Wealthfolio |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Data storage | Investment data is stored in a secured Massachusetts data center and backed up to a New Hampshire data center and secure third-party cloud storage. | The app stores financial data locally in an SQLite database, while Connect does not store transactions, holdings, balances or portfolio history. |
| Free plan | Yes | Yes |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
| Tax-lot tracking | Yes | Yes |
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
Wealthfolio plans
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
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 Wealthfolio if…
Wealthfolio suits people who want to track investments and broader net worth in a local-first app. It also offers planning tools, optional broker connections and AI features for users who want them.