// monsa vs stock rover
Monsa and Stock Rover, where they overlap and where they do not.
The closest thing to an overlap on this list, and still a different centre of gravity.
What Stock Rover is for
Deep screening, portfolio analytics, research reports and rebalancing tools, aimed squarely at the self-directed investor.
Monsa holds the rules you wrote down and checks your holdings against them every night.
Stock Rover is broader and Monsa is narrower on purpose. Stock Rover can do more to a portfolio; Monsa does one thing to it repeatedly and shows the result as a single verdict per holding. Somebody who wants an analytics suite should look at Stock Rover, and somebody who wants a nightly answer to one question should look here.
Side by side
| What you want to do | Stock Rover | Monsa |
|---|---|---|
| Screen and research broadly | Considerably more than Monsa offers. | No universe screener. |
| Portfolio analytics and rebalancing | A strength. | Not offered. Monsa does not tell you what to trade. |
| Keep a written rule-set per portfolio and score against it | Screens can be saved; they are not attached to a portfolio as its stated strategy. | The central idea. Several portfolios, each with its own rules and its own verdicts. |
| Be told, unprompted, what drifted | Alerts exist and are configurable. | Nightly re-score of every holding, plus the discipline score for the book. |
When you do not need Monsa
If you want one tool that does research, screening and analytics, Stock Rover does more of that than Monsa ever will.
Monsa is also not a broker, does not place trades, and never says what to buy or sell. The other comparisons say the same thing about different tools, and a spreadsheet gets further than most people expect.
Rules written down while you still remember why you bought something survive the moment the price argues with you.