A portfolio contains more information than a watchlist. Portfolios are designed to track the stocks you actually (or hypothetically) own. Portfolios maintain a list of the individual investments (stocks, ETFs, mutual funds), and, for each investment, the number of shares and the average purchase price for the shares. Stock Rover uses that information to calculate detailed performance data for the portfolio.

A watchlist is similar to portfolio, but only contains a list of tickers—no quantity or buy price information is entered. A watchlist is generally used to track securities that you are interested in but don’t own.

You can create, update, and track portfolios in Stock Rover. Premium users can maintain historical portfolio information as well as see detailed analytics and use our portfolio planning tools. Please see our portfolio help documentation for further detail. Please also take a look at our Brokerage Connection section on how to connect to your own brokerage.

Creating or importing a portfolio in Stock Rover is simple. See the help documentation for instructions on manually creating a portfolio. To create a portfolio by connecting to your brokerage account see our Brokerage Help.

To combine the holdings from existing portfolios into a new combined portfolio:

1. Use the checkbox multi-select capability to select the portfolios to combine.
2. Click on the Actions menu in the Table and select “Save Table As Portfolio”.

Note: This will create a new combined manual portfolio. This new portfolio will not be linked to a brokerage and will not contain any history.

To see holdings across some or all of your portfolios, use the checkbox multi-select capability to select the desired portfolios to display in the table.

You can then further group the holdings by Industry, Sector, Currency, Tag or Color. See the following help link for more information on grouping in the table.

Yes, we support short positions. They can be entered with a negative share quantity, but the overall dollar balance of the portfolio must be positive.

Note: The short position will need to be held for more than one day for our portfolio to see the holding, as we don’t support day trading.

Yes, Stock Rover supports priced options. You can add them directly to your portfolios, with tracking limits depending on your specific subscription plan. See our Compare Plans page for more information on option limits by tier.

No, we don’t support day trading. A position must be held for more than one day for our portfolio to see it.

Yes! See our Brokerage Connection Help for more information.

The easiest way is through brokerage connection, which is explained in our Brokerage Connection Help. Another option is to import a file from your brokerage, as explained here. For users that trade at Fidelity, Schwab and TD Ameritrade, Stock Rover supports direct import of their exported data. More brokerage houses will be supported in the future. Note that TD Ameritrade exports their CSV file with an XLS extension. It is OK to to import the XLS file in this specific case.

For other sources, you can import by specifying a CSV (comma separated values) file. You can create a CSV file from a spreadsheet program such as Excel, or by using the export function from your brokerage firm. To be correctly read by Stock Rover, the CSV file should have three columns: Symbol, Buy Price and Quantity. Each row should represent a security in your portfolio.