Morningstar Office vs Stock Rover
Morningstar Office
morningstar.comStock Rover
stockrover.comSide by side
| Figure | Morningstar Office | Stock Rover |
|---|---|---|
| Price from | — | $2/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | Yes | Yes |
| Android | — | Yes |
| Plans published | 1 | 16 |
| Spec score · Portfolio Management Software | 8.1 (#21) | 9.0 (#3) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | 1984 | 2008 |
| Free plan | No | Yes |
| Headquarters | Chicago, Illinois, United States | Braintree, Massachusetts, United States |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Support | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. |
| Tax-lot tracking | Yes | Yes |
Plans
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
In their own words
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.
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.