Stock Rover vs Xplan
Stock Rover
stockrover.com
Xplan
iress.comSide by side
| Figure | Stock Rover | Xplan |
|---|---|---|
| Price from | $2/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 16 | 1 |
| Spec score · Portfolio Management Software | 9.0 (#3) | 8.2 (#19) |
| Founded | 2008 | 1993 |
| Headquarters | Braintree, Massachusetts, United States | Melbourne, Victoria, Australia |
| Product | 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. | Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. |
| Security | Stock Rover says all network traffic between the browser and its servers uses HTTPS encryption. | An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified. |
| Support | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. | Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users. |
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
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.
Xplan
Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. It supports work from client discovery and onboarding through advice implementation and ongoing reviews, with workflows, templates and automation. Modelling tools present strategies and products in charts, comparisons and visualisations; Xplan Portfolio supports building, reviewing and maintaining investment portfolios. Client data and documents sit alongside dashboards, workflow management and reporting. Compliance features include regulatory updates, compliance workflows and an audit trail of changes to client files and recorded activity. Xplan is modular and configurable, with options from essential tools to enterprise packages. It supports retail, face-to-face, online and telephone advice, and connects to third-party applications through standard or custom integrations; standard integrations rely on client permission. The hosted, web-based platform has an open API, and XplanTouch provides access on iOS and Android devices. Pricing depends on selected packages and modules and is available from Iress on request.