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Investment Account Manager vs Stock Rover

Investment Account Manager

investmentaccountmanager.com

Stock Rover

stockrover.com

Side by side

FigureInvestment Account ManagerStock Rover
Price from$159/mo$2/mo
Free plan—Yes
Free trialYesYes
Open source——
Web—Yes
WindowsYesYes
iOS—Yes
Android—Yes
Plans published216
Spec score · Portfolio Management Software7.7 (#50)9.0 (#3)
Founded19852008
Free planNoYes
HeadquartersMequon, Wisconsin, United StatesBraintree, Massachusetts, United States
Performance reportingYesYes
Tax-lot trackingYesYes

Plans

Investment Account Manager

  • IAM4 Individual New Activation$159 a month
  • IAM4 Individual New Activation$159, paid once

Investment Account Manager pricing →

Stock Rover

  • FreeFree
  • Premium$348 a year
  • Premium Plus$588 a year
  • Ultimate$948 a year
  • Ultimate Pro$1,788 a year
  • Premium$24 a month
  • Premium Plus$49 a month
  • Ultimate$79 a month
  • Ultimate Pro$149 a month
  • Premium 2-Year$24 a year

Stock Rover pricing →

In their own words

Investment Account Manager

Investment Account Manager has no write-up on Specifiction yet; its figures are above.

Visit investmentaccountmanager.com

Stock Rover

Stock Rover is a browser-based investment research platform covering stocks, ETFs, and funds across major North American exchanges. Its screening tools use financial metrics, ranking, and custom formulas; the platform also provides research reports, historical financial and market data, ratings, and investor warnings. Portfolio analytics cover performance, sector exposure, diversification, and risk, while paid plans add portfolio management with brokerage integration. Stock Rover is designed for individual investors and also offers features for financial professionals. It runs in a browser and requires no software installation. The free plan provides basic research on individual stocks and market monitoring. A 14-day trial requires no credit card and reverts to Free without charge, but trial members cannot export tables to CSV and have limited report access. The platform is for research, not trade execution. Annual plans include Premium at $348 a year, Premium Plus at $588 a year, Ultimate at $948 a year, and Ultimate Pro at $1,788 a year. Stock Rover says brokerage credentials are handled by Yodlee rather than by Stock Rover, and browser-server traffic uses HTTPS encryption.

Visit stockrover.com