Sharesight vs Stock Rover
Sharesight
sharesight.comStock Rover
stockrover.comSide by side
| Figure | Sharesight | Stock Rover |
|---|---|---|
| Price from | $7/mo | $2/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 13 | 16 |
| Spec score · Portfolio Management Software | 9.0 (#2) | 9.0 (#3) |
| Spec score · Investment Tools | 8.9 (#2) | 8.7 (#6) |
| Spec score · Stock Market software | 8.9 (#2) | 8.8 (#4) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Audience | Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries. | Stock Rover says it is designed for individual investors while also providing the power needed by financial professionals. |
| Founded | 2006 | 2008 |
| Free plan | Yes | Yes |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Braintree, Massachusetts, United States |
| Maximum portfolios | 1 | 15 |
| Performance reporting | Yes | Yes |
| Product | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. | 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. |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | 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
Sharesight
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
- Business (50-99 portfolios)$10.50 a month
- Business$13.50 a month
- Business (100+ portfolios)$9.20 a month
- Business 100+ portfolios$9.20 a month
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
Sharesight
Sharesight is an online portfolio and dividend tracker for following investment prices, performance, and income. It supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments; users can also add cash accounts and property. Trades can be imported from more than 200 global brokers, while dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.
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.