// monsa vs stock rover
Monsa et Stock Rover, là où ils se recoupent et là où non.
The closest thing to an overlap on this list, and still a different centre of gravity.
À quoi sert cet outil, et le tableau ci-dessous, restent en anglais. Ce sont des affirmations sur le produit de quelqu'un d'autre, citées une fois et vérifiées une fois, et huit reformulations d'une affirmation sur un tiers font huit occasions de la rendre légèrement fausse.
À quoi sert Stock Rover
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.
Côte à côte
| Ce que vous voulez faire | 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. |
Quand vous n'avez pas besoin de Monsa
If you want one tool that does research, screening and analytics, Stock Rover does more of that than Monsa ever will.
Monsa n'est pas non plus un courtier, ne passe aucun ordre et ne dit jamais quoi acheter ni quoi vendre. Les autres comparaisons disent la même chose d'autres outils, et un tableur va plus loin que la plupart ne l'imaginent.
Des règles écrites tant que vous vous rappelez encore pourquoi vous avez acheté quelque chose survivent au moment où le cours vous contredit.