Introduction
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Welcome to Exploring Charting, your guide to navigating Stock Rover’s powerful charting tools.
Whether you’re tracking price trends, analyzing technical indicators, or comparing fundamentals, this video will walk you through it step by step.
Let’s jump in by first selecting what to chart.
Selecting What to Chart
It’s super simple.
From My Collections, I’ll go to World.
I’ll select the Dow 30.
Switching Layouts
Right now, we’re using All Layout, which shows the Table, Chart, and Insight panel together.
If you prefer a larger view, switch to the Chart Layout to maximize the chart.
I’ll do that now.
Basic Price Charting
For this example, we’re charting Apple.
This is Stock Rover’s main price chart showing how Apple has performed over our selected time period of two years.
Under Chart Settings, you can switch between dollar and percentage change views, or use a logarithmic scale to smooth out large price moves.
You can also toggle to candlestick or OHLC for detailed price action.
Hovering on the chart shows a tooltip with more information.
You’re not limited to one ticker.
Adding Comparisons and Benchmarks
We’ll add Microsoft.
We’ll right-click on Microsoft and select “Compare and Chart.”
Here we see Apple and Microsoft together.
You can also add benchmarks.
We’ll select the S&P 500 and click on the label to set it as a baseline of comparison.
Clicking the label again undoes the baseline.
If you want to clean up the view, simply click on the X next to any ticker or benchmark.
To add context, you can overlay events like earnings announcements, stock splits, dividends, maximum drawdown, portfolio activity, and alerts.
Let’s select earnings events.
Just hover over an event icon for quick details.
Using Technical Indicators
If you’re looking for trends or momentum, Stock Rover offers a full set of technical indicators.
Examples include Bollinger Bands, MACD, RSI, Simple Moving Average, volume bars, and much more.
Each one highlights a different part of the stock’s story.
Here we’ll add MACD as an example.
We’ll stick to the default settings.
This chart shows the MACD indicator along with its signal line and histogram.
Ratio Charts
Another powerful tool within technical analysis is Ratio Charts.
Ratio charts allow you to compare the relative performance of two tickers or ETFs directly on the chart.
Instead of looking at individual trends, you’re analyzing how one security is performing relative to another over time.
Let’s walk through an example.
In the Ratio Chart window, you can select tickers and metrics to compare.
Use the metric input box to search by name or description.
Or click Browse to see all available metrics and choose the one you want.
Here we’re comparing the relative price performance of Apple and Microsoft.
You can also overlay technical indicators like Simple Moving Average to analyze trends further.
Let’s expand the Ratio Chart.
Stock Rover now displays a ratio line along with the Simple Moving Average.
When the line trends up, Apple is outperforming Microsoft.
When it trends down, Apple is underperforming Microsoft.
Ratio charts are especially useful for spotting relative strength or weakness, or comparing a stock against a sector ETF, index, or other benchmark.
Fundamental Charting
Let’s hide the Ratio Chart and technical charts.
Another powerful tool is fundamental charting.
For example, you can plot price-to-earnings and price-to-sales ratios, or choose from hundreds of other metrics using Browse.
This lets you see how a company’s financial performance aligns or doesn’t with its stock price.
Valuation Charting
Stock Rover also gives you powerful ways to visualize valuation.
Price vs. Fundamental
Let’s start with the Price vs. Fundamental chart.
The Price vs. Fundamental chart shows how a stock’s price relates to a chosen fundamental metric over time.
Click the hamburger menu to choose from seven key metrics.
We’ll stay with earnings per share and include the Simple Moving Average.
We’ve selected to go back five years.
Here, Microsoft’s price (the blue line) is plotted alongside its earnings per share (the green line), with both lines starting at the same point.
The area under the earnings per share line is shaded for clarity.
This makes it easy to see if the price is moving in sync with the company’s fundamentals, or if it’s running ahead or lagging behind.
It’s a fast visual way to assess valuation trends and spot potential mispricing at a glance.
We’ll hide the chart.
Historical Range
The Historical Range chart shows where a fundamental sits relative to past values.
Here, you can choose from seven key metrics.
We’ll stay with Price to Earnings and a trailing period of one year.
The chart background is color-coded: red for overvaluation, white for normal valuation, and green for undervaluation.
The blue line plots the price-to-earnings ratio, while the red and green lines plot the trailing minimum and maximum values for the trailing period, which in our case is one year.
This chart offers a quick visual way to determine if a stock is trading within its historical valuation range.
The Football Field chart shows nine of Microsoft’s key valuation metrics, along with minimum and maximum values within the five-year period, with the blue line showing current values at a glance.
These valuation charts — Price vs. Fundamental, Historical Range, and Football Field — provide quick, intuitive ways to visualize a company’s value, giving context to its stock price over time.
Charting Portfolios, Watchlists, and Screeners
Charting isn’t just for tickers.
You can also chart portfolios, watchlists, and screeners.
For example, from the Start Menu, I’ll select Portfolios.
We’ll right-click on a portfolio and select “Chart.”
Let’s go back two years.
We’ll right-click on a second portfolio and select “Compare in Chart.”
We’ll add a benchmark for extra context.
Here we see Stock Rover automatically calculates portfolio returns based on each ticker’s weight in the portfolio, reflecting its size relative to the whole.
Summary
That’s your quick tour of charting in Stock Rover — from price trends to technical indicators, from fundamentals to valuation, and even comparing portfolios, watchlists, and screeners.
Use these tools to deepen your insights and make smarter investing decisions.
I hope you found this video useful.
I encourage you to explore Stock Rover and see all that it has to offer, as well as check out our educational videos on our website.
Thank you for watching.
