Still getting used to the full capabilities but this looks like significant improvement. Keep it going! Jim
I am a new premium plus member. I am on your website 2-3 hours a day trying to learn all I can. I wanted to leave a suggestion. MorningStar offers an analysis (I am leaving MS), and it is called “stock intersection”. Based on the individual stocks you own, plus all the stocks held in your mutual funds, it lists “all” stock owned in order of value. So where SR shows my largest stock holding is Abbvie, in reality my largest holdings are Microsoft, Amazon, and a several others due to my ownership of these stocks in my mutual funds. It’s an important analysis as it shows “true” holdings/value in stocks and it impacts decision making on what to buy/sell/hold. Alison replied to my questions saying that SR was working on offering this analysis in the future but did not know when. I hope it’s soon. I think your members would like this as most people own both stocks and mutual funds. Thanks for your consideration. Jim
This would be great, including ETFs please. I use etfbreakdown.com, for an example of what works well for me.
Outstanding work, many thanks. I would appreciate a table view that subtotals by a defined field. For example, add a tagged field for bucket 1, 2 & 3 and then sort by that field. This would allow me to see my allocation amounts by bucket. This could also work when sorting by stock, etf, asset, etc. Currently, it only subtotals by portfolio.
Hi Stephen, You can readily accomplish this via tags and colors and the Group By option in the Table.
I must be missing something, as I don’t see Heat Map in my dashboard. I tried logging out and back in, but still nothing.
Hi Glenn, You’ll want to: – click on the hamburger in any of the Sections – select “Show Sections” – make sure “Holdings Map Performance” is checked
I used Morningstar as well but love StockRover. 1 feature I really liked in MS was the ability to see returns in specific years – not averages or cumulative. This shows clearly which investments have the “least worst” performance on a yearly basis which is useful for defensive investing. 1 good year can easily hide some poor years when looking at averages or cumulative numbers. I derive that now by downloading and calculating but would be great to see it i\on a view and seems like a natural addition. Another useful feature would be to allow selecting a stock or ETF as a benchmark. I look at sectors and try to find the best investments in each. So being able to easily compare eg technology investments against XLK would be useful rather than just S&P 500, DJI, etc. The final point is more of a question. Tables and charts often say that the prices are adjusted for dividends. Is that always the case or is it only the case when explicitly stated? Simple example – the ratio chart.
Hello Jim, 1. You can create custom metrics that map to the historical yearly returns and display them in the Table. For example: “1-Year Return [TTM1] ” “1-Year Return [TTM2] ” “1-Year Return [TTM3] ” https://www.stockrover.com/homepage/the-power-of-equations-and-custom-metrics provides a bit more detail on how to do this. 2. You can select a Stock or ETF as a benchmark in the Chart in the Compare To: box https://www.stockrover.com/help/selecting-tickers/#Adding_Comparison_Tickers 3. What you are looking for would be in the metric description which is available by selecting “Explain’ when clicking on the column header in the Table or looking up the description for the metrics in the metric browser https://www.stockrover.com/help/metric-browser-overview/ So the return metrics say they are dividend adjusted but the Price metric doesn’t so a ratio chart with Price would use the plain price.
