There are few ways to display the dividend-adjusted price for a stock in the chart. The first method is to select the ‘Settings’ menu for the chart and select the ‘Adjust Price for Dividends’ option or Show Price and Dividend Adjusted Price Lines. The second method is to click on Price above the chart legend so it changes to Dividend Adjusted Price. If the price has not been adjusted the chart will be labeled ‘Price’ or ‘Price Change.’

Note that charted portfolios always include dividends, regardless of the dividend chart setting.

Yes. They do include dividends in the Chart if you are charting total return (see the first question for information on how to include dividends in the Chart).

Yes, selecting ‘Adjust Price for Dividends’ charts all items assuming dividend reinvestment.

The price display settings can be changed between price in dollars, price in percent change, candlesticks, and a price logarithmic chart in the ‘Settings’ menu for the chart. Please note that the ‘Price’ settings are only available when a single stock is displayed. If multiple stocks are displayed in the chart, the price will always be displayed in percent change (Price %).

For more details, see Chart Display Options in the help documentation.

There are two ways to set a stock (or any other line in a chart) as a baseline by which others are measured. One way is to simply click its name in the Chart’s legend. Click it again to undo this setting. Or, if the item is listed in the ‘Compare’ menu, you can click the small graph button next to the ‘X.’ For screenshots of these actions, see the charting help documentation.

Yes, to print or save an image of the chart, you can click the Save to Image button on the chart. See the Charting help for more detail. If you are using the image in a blog post or other publication, we kindly request that you cite Stock Rover as the source of the image.

If you want to print directly from the browser instead of using the Save Image icon, there are a couple of browser plugins that could help with the printing:

Firefox Plugin

Chrome Plugin

Currently no, but this is on our long-term roadmap.

To open your chart in a new window, simply click the pop-out arrow button located in the top right corner of the Chart panel. If the new window doesn’t open properly at first, you may need to clear your browser cache.

Not right now, but this is on our roadmap.

The Value Over Time chart in the Portfolio Analysis window calculates a personal return instead of an investment return—so it cares about the relative value of the portfolio on each day.

The two charts are similar in that when Portfolios are charted in the charting facility, the chart assumes immediate dividend re-investment. This is also true in the Return values displayed in the Portfolio Analysis facility. However, the difference between the two charts is due to the fact the Portfolio Reporting chart in the Portfolio Analysis facility actually uses a more complicated performance formula which more accurately reports return.

For example, let’s say you have a portfolio with just one stock in it. Say (by some enviable precognition) you managed to own 100 shares of the stock on its up days, but only owned 1 share of the stock on its down days. The Chart in the main app would show you as 100% into this stock on every day, and so it would show your return equal to the return of the stock. However, the Portfolio Analysis chart is able to account for the varying quantities, and would be able to more accurately display your return for the period. So, in this example, the Value Over Time chart in the Portfolio Analytics facility would look much stronger than the main Chart.