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.
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.
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.
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.
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.
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 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.
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:
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.
Selecting Chart takes us straight to the chart of Apple.
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.
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.
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.
We will then see the bookmark(s) listed under Bookmarks at the bottom of the Grey Selector menu for instant access.
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.
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.