Introduction
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This is Ken Leoni Vice President of Marketing here at Stock Rover. Stocker Rover is powerful investment research and analysis tool. In this brief video I’ll focus on what I believe are five key features of Stock Rover.
The Table
We’ll start with the Table.
Comparison is our specialty. No other site evaluates competing investment opportunities like Stock Rover.
The table is designed to help investors compare investments across many dimensions of financial, operational and price performance. Stock Rover uses a spreadsheet-like paradigm where the spreadsheet is pre-populated with lots of highly specialized financial data. The table is packed with features and customizable settings such that any investor can completely tailor the table to fulfill their own investment style and needs.
The Table uniquely compares rows of stocks from any data set. I can load indices, watchlists, screeners, and portfolios. I can even add tickers on an ad-hoc basis using Stock Rover’s Quotes feature.
The Table is comprised of Views, there are about twenty factory views in Stock Rover. Keep in mind you can create new views and modify or delete any existing view. Additional views are also available in the Library.
Notice I can remove columns, I can add columns, I can create custom metrics, and I can also create my own views. Let’s change our view and take a look at Scores. Let’s take our Growth Score and let’s filter. We are looking for a Growth Score greater than 80. Let’s take it to the next level here and lets’ group by sector. We’ll switch views to “Return vs S&P500”.
Let’s right-click on Google, notice there are a number of options provided. We’ll pick “Historical Data”. As we can see the Table’s spreadsheet paradigm means you can get insights on every row with the most up-to-date price and fundamental data.
Screeners
Let’s got to the Screener Management Window.
Screeners allow you to filter through all of the stocks and ETFs in Stock Rover’s investment universe in order to find the ones that meet your specific investment criteria. The available filtering criteria is comprehensive; Stock Rover contains well over 500 screenable metrics, which cover price performance, financial and operational metrics, as well as sector and industry metrics.
You can screen based on a simple threshold, or perform advanced screening using equations. This equation is showing earnings per share now must be greater than earnings per share for a trailing twelve-month period going back 1 year.
Below we see a preview of some of the stocks that meet the criteria.
I’ll click on the shortcut to the Table Layout. The Table provides us with a flexible spreadsheet for viewing tickers and their data and is just one of the many instruments we can use for analytics in Stock Rover. Notice we can sort, we can color, we can also group, and we can filter. I can also readily switch to a different view.
The Stock Rover Library comes with an extensive list of Screeners which can be readily imported, you can use the screeners as is or change them to meet your specific investment criteria.
Portfolios
Let’s go to the Portfolio Management Window.
You’ll note that Stock Rover presents you with several options to get your Portfolios into Stock Rover. You can either enter them in manually or you can establish a read-only data feed to your brokerages via Stock Rover’s “Brokerage Connect”.
Multiple portfolio support means you can analyze your portfolios individually or merge any combination of them together.
I’ve selected the 20 Top ESG Companies Portfolio, I imported this portfolio from the Investor Library
Let’s go to the shortcut for the Table.
I’ve selected a view called Portfolio Performance, I can see the Gain/Loss in Dollars or as a percentage and more. Let’s look at another view called Valuation. This is another view which I also imported from the Investor Library.
Not only do we see values for each equity but a summary row at the bottom for the portfolio is weighted by the value of each holding in the portfolio. This is really a neat feature that Stock Rover does dynamically. For example, we can see the dollar-weighted average P/E ratio at the bottom of the first column.
For a deeper dive let’s take a look at portfolio analytics. I have already sorted based on the percent of total return. Let’s add a second portfolio into the mix and see what happens to that far-right column. As you can see now, we’re analyzing across portfolios.
We can also project future income and perform correlation.
Stock Rover Insights and Research Reports
We are going to stick with the 20 Top ESG Companies Portfolio, I want to take a deeper dive into the equities in this portfolio so I’m in the Layouts section of Stock Rover and I’ve selected “All” Layouts. We see three panels, which include the Table, the Chart, and Insights.
Let’s select Apple and see what happens to that Insight Panel on the far right. Notice the Insight Panel now is populated with all kinds of analytics “Insights” if you will that are specific to Apple. We’ll maximize that panel.
We can see price performance, Fair Value, and Margin of Safety. We see Stock Rover’s proprietary scoring, and much more.
Visuals contains multiple tabs, I’ve targeted dividends as something I am interested in. But I can look at earnings information or monthly return information
Perhaps company news is important to me, or I am interested in getting a better understanding of
what the analyst communities’ estimates are.
Stock Rover also delivers access to financial statements. We see summary information and of course income, balance sheet, cash flow, and more
I am going to launch a Research Reports. The report displays a wealth of information in a clear and concise format, that can also be readily exported as a PDF file for review, printing, and dissemination.
All the data provided by Stock Rover including the analytics in the Insight panel is delivered when I request the information, I’m not getting stale pre-prepared pages.
Charting
We are going to stick with Apple. You’ll see that Stock Rover presents a whole suite of charting options. I’m charting back 1 Year, you’ll note Stock Rover goes as far back as 2007.
I can compare Apple to a benchmark, I can use that benchmark as a baseline.
I can chart against other tickers.
I can see if there are any earnings surprises.
I can chart fundamentals.
I can chart technicals.
Let’s add volume. Let’s switch over to a Candlestick. Not also we can switch the candlestick time period. Let’s go weekly.
I can minimize graphs, I can maximize them, can move them around. Let’s make a little bit of room here. I’ll collapse these two and I’ll show a valuation chart. Let’s go to the “Football Field”. This truly unique to Stock Rover.
Here we see key valuation metrics and their relation to their minimum and maximum over the last year. The blue bar represents Apple’s current value for each of the 8 metrics. Each horizontal bar represents the min and max value split into quintiles. Here I’ve expanded my min and max value to a five-year period of time. This graph provides a phenomenal amount of information in a clear and concise format and that ultimately is what Stock Rover is all about.
Summary
We hope you enjoyed this brief overview of some of the key features of Stock Rover. There are many more features and capabilities of Stock Rover that are covered in other videos and our help pages. Thank you for watching.
