Contents
The Stock Rover screen is composed of multiple panels, some of which are interdependent.
For example, selecting a Portfolio, Watchlist, or Screener in the Navigation Panel loads the Table with the appropriate tickers.
If a parent item is selected in the Navigation Panel, the rows in the Table will show summaries for each of the child items. For example, when the ‘Portfolios’ folder is selected in the Navigation Panel, the Table will display a row for each of the portfolios.
All of Stock Rover’s features and capabilities are accessible from the vertical Start menu located on the left side of the screen. The Start menu is separated into five separate sections. There is also a search magnifying glass icon at the top to provide easy searchable access to product features, user creations such as portfolios, watchlists and screeners, and to individual tickers.
The search icon launches the search box which allows you to search for anything in the Stock Rover tool by keyword or ticker. This is a powerful capability that will search through Stock Rover and display all instances of your search term in your environment. For example, if you search for a specific ticker it will list the portfolios, watchlists and/or alerts associated with the ticker. Or, if you search by a keyword like “portfolio”, the results will display all the different tools having to do with portfolios and selecting a result will bring you directly to the panel for that result.
You can read more about the details of Search in the Using Search Help Section.
Today’s Market section has two features. First is the Dashboard, where you can display detailed information regarding your portfolios and the individual holdings within your portfolios. The second is Markets where you can get a plethora of information on current market activity including domestic and foreign markets, key stocks, ETFs, bonds, and commodities.
This section is used for all stock, ETF and mutual fund research. You can perform both a deep dive on individual tickers, as well as a comparative analysis across tickers, covering many different dimensions of financial, operational and price performance.
You have several options for selecting and viewing data. Selecting Table, Chart, Insight in the Navigation Panel displays that layout on the screen and hides the other layouts. Selecting All returns the three layouts together (Table, Insight, and Chart) on the screen.
You can also manage all our Portfolios, Watchlists, and Screeners.
This section includes a number of tools that help you manage and monitor your portfolios.
This section provides additional tools to help with investment research and notifications.
Bookmarks allow you to customize the Start menu with the parts of Stock Rover that you use most often and want quick access to.
The Search Bar is a powerful tool that allows you to search through all of Stock Rover’s built in features and metrics. Searching also encompasses all of the customizations you have made in your Stock Rover account. Search results are grouped into the following sections:
Actions and Capabilities will display all Stock Rover features that match your search phrase. For example if you search for “portfolio”, the results in this section will list all of the actions or capabilities available for portfolios. Selecting an item in this section will to take you directly to the selected feature in Stock Rover.
Tickers displays all tickers that at least partially match your search term based on the ticker or the company name. Selecting a ticker from the search results will automatically add the ticker to the Quotes List and add the ticker as a Quote to your current Table.
Portfolios displays portfolios with names that match your search term. Selecting a portfolio from this section will load the portfolio in the Table.
Watchlists displays watchlists with names that match your search term. Selecting a watchlist from this section will load the watchlist in the Table.
Ticker in Portfolios displays portfolios that contain a ticker that matches your search term. Selecting a portfolio from this section will load the portfolio in the Table.
Ticker in Watchlists displays watchlists that contain a ticker that matches your search term. Selecting a watchlist from this section will load the watchlist in the Table.
Ticker in Alerts displays alerts that are based on a ticker that matches your search term. Selecting an alert from this section will load the Alerts page.
Metrics displays metrics that match your search term. Selecting a metric from this list will add that metric to the current view displayed in the Table.
Tips displays tips from Stock Rover Help that are related to your search term. Selecting a tip from this list will open a new window with the the selected page from our Help.
Columns in Views will display all existing views that contain metrics that match your search term. Selecting a view from this list will display that view in the Table.
Notes will display tickers that match your search term either ticker name or term in notes. Selecting this term from the list will open the Notes window.
Tags displays tags that match your search term and all the tickers associated with the tag. Selecting a tag from this list will open the Manage Tags window.
My Collections is where we perform research on a ticker or set of tickers.
Below is another example, where we are researching the tickers that comprise a Portfolio.
The three layout buttons in the Navigation Panel determine how our research results are arranged or laid out in Stock Rover.
Table – provides a flexible spreadsheet–like paradigm for viewing tickers and their data. Selecting a ticker in the Table updates both the Chart and Insight Panel with data for the ticker.
Chart – here we can chart price, chart over 100 fundamentals, chart key technical indicators, and much more.
Insight Panel – contains tools for researching a ticker in depth.
The Layout options are configured via the icons in the Navigation Panel.
The Table is populated based on what we select in the Navigation Panel. In our example, the Table’s rows are populated with the 10 tickers that comprise the “Large Cap Growth Sample Portfolio”.
The Table compares investment opportunities across many dimensions of financial, operational, and price performance. It uses a spreadsheet-like paradigm where the spreadsheet is populated with lots of highly specialized financial data.
The Table is also configured with Tile Views, which are Views that display tabular and graphical data together. Below we selected the “Scores Tile” View which is showing both Scoring and the price change over 2 years for each ticker in the portfolio.
Tile Views also come with additional configuration options along the top.
The Chart allows us to chart price, chart over 100 fundamentals, and chart key technical indicators. We can use the chart to baseline stocks for easy relative performance comparison. We can also chart macro entities such as Portfolios, Screeners, and Watchlists.
The Insight panel contains tools for researching a stock in depth. When a row is selected in the Table (in our case GOOGL), data for the corresponding ticker is loaded into the Insight Panel.
Below we collapsed both the Start Menu and the Navigation Panel to take better advantage of our screen real estate. Notice the breadcrumbs along the top, clicking on the breadcrumb trail provides for quick navigation in Stock Rover.
The Insight Panel is organized into 5 tabs:
Quotes allow you to quickly add tickers to the Table. These tickers can then be compared to each other in the Table or viewed alongside any other dataset (i.e., Portfolios, Screeners, Watchlists, or Index) you have loaded into the Table.
Quotes can be quickly entered via The Ticker Box, which is highlighted in the screenshot below. Quotes are maintained in the Quotes List, which is accessed via the Quotes box to the right of the Ticker Box
Tickers from the Quotes List will show in the Table with an “x” next to them. A ticker will show as bold when it is not part of the object that is selected (i.e., Portfolio, Screener, or Watchlist). If a ticker is not bold, but has an ‘x’, this means that it is both in your Quotes List and part of the object that is selected.
In the example below we see that AAPL is not bolded as it is a member of the Dow 30 dataset, whereas AMZN is bolded as it is not a member of the Dow 30 dataset.
Selecting World under My Collections and clicking on Quotes in the Navigation panel will load the Table with only the tickers from the Quotes List.
Adding tickers to the Quotes List automatically adds the tickers to the Table.
There are two ways to add tickers to the Quotes List:
Note that you can select World and then click on the hyperlink next to Quotes in the Navigation panel to access the Quotes Box (#3 in the screenshot above).
You can also choose to chart all Active Quotes or save them to a Portfolio or Watchlist (#4 in the screenshot above).
There are two ways to remove individual tickers from the Quotes List:
There are two ways to remove all tickers from the Quotes List in one step:
Note that you can select World and click on the hyperlink next to Quotes in the Navigation panel to launch the Quotes Box (#3 in the screenshot above).
When you remove all tickers in one step, they can also be restored in one step as described in the next section
You can quickly load the Quotes List with the last set of removed tickers.
Below we have two tickers on the Quotes List. AAPL and AMZN. We’ll click on “x” next to the Quotes Box to empty the Quotes List.
We now see that there are no tickers on the Quotes List and there is now a “+” sign next to the Quotes Box. Clicking on “+” will load the Quotes list with the last set of removed tickers.
Below we see the Quotes List now shows 2 tickers and that AAPL and AMZN now display with an “x” next to them.
The Quotes facility makes it very easy for you to add recently deleted Quotes back to the Quotes List. You can…
The Breadcrumb trail that is along the top shows where you are in Stock Rover. The Breadcrumbs are clickable, enabling you to quickly navigate to any Stock Rover function.
Breadcrumbs are especially useful when the Start Menu and/or Navigation Panel are collapsed. Collapsing the Start Menu and/or Navigation Panel allows you to take better advantage of your screen’s real estate.
You can configure whether breadcrumbs show all the time or only when the Start Menu and/or Navigation Panel are collapsed under preferences.
Below we have collapsed both the Start Menu and the Navigation Panel. The breadcrumb trail is showing us exactly where we are in Stock Rover.
The breadcrumb trail allows us to go virtually anywhere in Stock Rover with just a single click.
The example below is showing the navigation options available to us via our current breadcrumb trail.
The panels in Stock Rover can be readily manipulated to take advantage of screen real estate.
All panels can be resized by dragging their edges with your cursor. Note that the Insight Panel (right side panel) has a minimum width. Most panels, as well as subpanels such as the Navigation Panel, can also be collapsed completely either by clicking the triangle button:
…or by double-clicking the white border between panels, as shown below:
To reopen a panel, click the triangle button again. Please note that the Table Panel cannot be collapsed.
Premium users have the ability to detach the Chart and Insight panels from the home screen so that Stock Rover panels can be spread across multiple windows. Markets, Stock Ratings, Analytics, Correlation, Future Income, Future Simulations, Rebalancing, Alerts, Earnings Calendar, and Metric Browser are all features that can also be detached. To detach any detachable window, click this button:
To return a panel to the home screen, close the detached panel window and the panel will displayed in its home screen location.
Users also have the ability to maximize the main Table, Chart and Insight panels, so the maximized panel occupies the entire home screen. To maximize any of the panels, click this button:
To bring back all the windows, click on All in the Research section of the Start menu on the left side of the screen. If the Insight or Chart Panel has been maximized, there is a restore all panels icon that can be clicked as seen in the screenshots below. This will restore all three panels back, Insight, Chart and Table.
Stock Rover offers right-click capabilities throughout the interface, providing instant access to many of Stock Rover’s capabilities.
We can right-click on Portfolios, Watchlists, and Screeners for configuration, management, and display options.
Right-clicking on a column heading or selecting the pulldown under the Current Holdings section reveals sorting and grouping options.
We can right-click on a folder as well as an item in a folder. Below we see the right-click options for Screeners – there are also right-click options unique to Portfolios and Watchlists too.
In our example, right-clicking a folder presents us with general Screener management functions, while selecting a screener reveals capabilities specific to the screener.
Many of the right-click capabilities are conveniently available in the Screener Actions panel.
We can right-click on columns and rows.
Right-clicking a column reveals a number of capabilities including sorting and grouping options, while right-clicking on a row presents us with configuration and display options unique to the ticker.
Portfolio Analytics, Future Income, Future Simulations, Rebalancing, and the Trade Evaluator all show their results in a tabular format.
As a general rule whenever you see tabular results right-clicking or selecting the pulldown on a column heading will expose additional display options including sorting and grouping.
In the example below we right-clicked on a column heading in the Portfolio Analytics Tool.
