Collections, Layouts, and Bookmarks

July 3, 2021 Printer Friendly Printer Friendly

Introduction

Stock Rover comes with a highly flexible interface that provides for streamlined navigation, enabling you to quickly access the analytics and comparative information you need in order to make informed investment decisions. Rather than tailoring your thought process to accommodate a Stock Rover workflow, you tailor Stock Rover to accommodate your workflow and how you go about performing your investment research.

Many features of Stock Rover are interconnected and designed for easy switching between displays and types of information, all without losing your work. Many displays can even be popped out into a separate window so that you can keep multiple tools open simultaneously.

This article’s focus is centered around Collections and Layouts which are intimately connected. Collections contain objects that contain a list of tickers and Layouts govern how these tickers are displayed. Bookmarks are a separate capability that allow you to create shortcuts to commonly used features of Stock Rover.

Understanding how to effectively leverage these capabilities enables you to perform rapid and efficient investment research and monitoring within Stock Rover.

Grey Selection Menu

Collections

In Stock Rover a Collection refers to a type of data such as portfolios, screeners or watchlists.

Each type of Collection has a specialized Collection Manager window that manages all aspects of a given Collection. For example the Portfolio Collection will have a Portfolio Management Window and the Screener Collection will have a Screener Management Window. Selecting a given Collection automatically brings up the associated collection management window.

A management window for a given collection is where you perform creation, modification and deletion operations on the individual items within a Collection (i.e. a specific portfolio, watchlist or screener). The management window also provides additional functions that are unique to a given collection type, for example examining correlation or performing trade planning for a portfolio.

Types of Collections

There are five different types of collections in Stock Rover. They are Screeners, Portfolios, Watchlists, Quotes and Indices. Each collection will contain a list of items within the collection. If the collection is Portfolios, then items would be the individual portfolios. For a screener collection, the items would be the list of screeners.

Screeners, Portfolios and Watchlists have specialized management windows to manage the individual items within the collection. Quotes and Indices don’t have management windows. Rather they display a navigation tree to select a specific ticker or index.

For Screeners, Portfolios and Watchlists, each object or item in the collection will in turn, contain a list of tickers. For example for portfolios, each portfolio will have a list of tickers that represent the individual portfolio holdings along with other information such as dates of purchase and quantity held. For screeners, the list of tickers is the set of tickers that pass a given screener’s filters when the screener is run.

  • Screeners – Allow you to filter through all of the stocks in Stock Rover’s investment universe in order to find the ones that meet your specific investment criteria. The available filtering criteria cover price performance, financial and operational metrics.
  • Portfolios – 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.
  • Watchlists – Are lists of stocks that you want to keep track of. They are similar to portfolios, but do not contain quantities, cash, or buy prices.
  • Quotes – Are tickers that you enter manually to Stock Rover to be included to an existing dataset on an ad-hoc basis for comparative purposes, or tickers that you want to research individually.
  • Indices – Include the tickers for Dow Jones, Nasdaq 100, S&P 100, and S&P 500. In addition to these four indices, there is also an “All Indices” folder that lists a number of world indices.

Managing Collections

You start your navigation with “Collections” to select the collection type, and then you select the individual item within the collection to work with. Within the management window you can perform all the operations for the selected item. For example, for a portfolio, you may want to enter positions.

There are also shortcuts within the management window to display data in the Table. For example, the Screener Management window provides shortcuts to score a Portfolio or a Watchlist, using a selected screener’s criteria.

Using Portfolios for our example, below is a screenshot of the Portfolio Management window. The specific portfolio selected for management in our example will be the 20 Top ESG Companies portfolio. Note that ESG is an acronym for Environmental, Social, and Governance.

  1. The Portfolios Navigation pane (upper left) is where you select portfolios to manage. In this example, the “20 Top ESG Companies” portfolio is selected.
  2. The Portfolio Links pane (lower left) contains a structured list of quick links for various portfolio functions, including managing portfolios, connecting to brokerage, getting help, and more.
  3. Buttons in the Management pane with “Table”, “Chart”, or “Score” in the name navigate to Layouts where you can perform more comprehensive research. When you click on of these buttons, the Management Window will be replaced by a Layout, which means some combination of the Table, Chart and/or Insight Panel.
  4. The Management pane buttons will vary depending on the functional requirements of the Collection. These five buttons shown below are unique to Portfolios, and include Portfolio Analytics, Correlation, Future Income, Plan Trades & Rebalancing, and Connecting to a Brokerage Account.

Portfolio Management window

Below is an example of selecting the “Future Income” button in the Portfolio Management window, which shows expected dividend income from the selected portfolios rolling forward.

Future Income tool

Layouts

Layouts are the heart of Stock Rover research. Layouts comprise the Table, Chart and Insight Panel. You can display either the Table, Chart or Insight Panel individually, or all three together. Here is where the detailed information from your dataset (list of tickers) is displayed. Based on the type of ticker being displayed (e.g. a stock vs. an ETF), there may be some differences in the actual data that is displayed.

The Layout Panels

  • Table – The table is designed to help investors compare investment opportunities across many dimensions of financial, operational and price performance. It uses a spreadsheet like paradigm where the spreadsheet is pre-populated with lots of highly specialized financial data.
  • Chart – The chart is designed to help you clearly visualize the performance of a ticker in many dimensions. You can chart price, fundamentals and key technical indicators.
  • Insight – The Insight Panel contains tools for researching stocks, ETFs and funds in depth. The panel includes an array of information about the company, ETF or fund, including detailed financial information, news, and for stocks, analyst coverage.
  • All – Displays all three panels.

Shortcuts to Layouts from a Management Window

The screenshot below shows the result of navigating to Layouts via the “Show in Table” shortcut from the Portfolio Management window under Collections. To navigate back to the Portfolio Management window under Collections, simply use the back button of your browser or click on Portfolios in the Grey Selector menu on the left.

When a shortcut to Layouts is clicked, Stock Rover displays the panels of either the Table or Chart or All for the selected dataset. The Layouts display will depend on which panels were last opened. As “All” was last loaded, all Layout panels are displayed with analytics for the equities in the 20 Top ESG Companies portfolio.

Shortcut to Table

Accessing Layouts Directly

If you’ve already defined the dataset that you would like to research, you can simply navigate straight to Layouts and bypass Collections altogether.

In the example below we:

  1. Specifically selected the Table Layout because we’d like to perform a comparative analysis between equities.
  2. We’re interested in our 20 Top ESG Companies portfolio so we’ll select it from Portfolios in the Navigation panel. Note that the item selected in the Navigation panel determines which dataset is loaded into Layouts. The Navigation panel is quite powerful as it provides instant access to Indices, Portfolios, Watchlists, Screeners and your ad-hoc Quotes list.

  3. We chose to display Portfolio Performance in the Table.

Straight to Table Layout

Of course, we can toggle between the Table, Chart, Insight Panel, or All panels within Layouts for an even deeper dive into the portfolio or the tickers within the portfolio by simply clicking the appropriate Layout in the Grey Selector menu, or via a keyboard shortcut.

To get a bit more information about Apple including Stock Rover’s quantitative analytics, we simply click on Insight under Layouts and select the AAPL ticker.

All Layout

Selecting Chart takes us straight to the chart of Apple.

The Chart Layout

Bookmarks

Bookmarks allow us to customize the Grey Selector menu with the parts of Stock Rover that we use most often and want quick access to.

Creating Bookmarks

Let’s suppose we regularly chart Apple’s performance. We can create a bookmark that takes us straight to the chart layout for Apple with a single click.

To create a Bookmark we can either click on the star next to our Stock Rover username or by clicking on My BookMarks.

Select Bookmark

The Bookmark management window is then rendered. Here we can name the bookmark and add an optional description. We can also decide where in the list of bookmarks the new bookmark should appear.

Create Bookmark

Using Bookmarks

We will then see the bookmark(s) listed under Bookmarks at the bottom of the Grey Selector menu for instant access.

Show Bookmark

Conclusion

Stock Rover is designed for fast and efficient navigation that allows you to quickly take advantage of the powerful research capabilities within the Stock Rover platform. Stock Rover also provides customizable shortcuts for instant access to the components of the Stock Rover platform that you use most frequently.




Leave a Reply

Your email address will not be published. Required fields are marked *

We value your privacy and will not display or share your email address

This site uses Akismet to reduce spam. Learn how your comment data is processed.




Top