- Stock Rover - https://www.stockrover.com -

Portfolio Tracking with Stock Rover

Posted By Ken Leoni On In Blog,Portfolios,Product Features,Investing Education | No Comments

Key Takeaway: You cannot manage what you do not measure. Stop relying on manual spreadsheets. Use Linked Portfolios to centralize your accounts for automatic updates, and master the Dashboard to monitor your portfolios’ pulse with instant, high-level performance snapshots.

Most investors start their journey with a simple question: “What should I buy?” But once you have bought a few stocks, ETFs, or mutual funds, a new, more difficult problem emerges: “How do I keep track of all this?”

If you are logging into multiple brokerage accounts and manually updating a spreadsheet just to see your net worth, you are working too hard. Successful portfolio management starts with accurate, centralized tracking.

In Part 1 of our Stock Rover Portfolio Guide, we explore the essential tools for centralizing your tracking and monitoring your portfolios’ daily health.

1. The Foundation: Linked Portfolios

The biggest hurdle to portfolio tracking is manual data entry. It is tedious and always out of date. Stock Rover solves this through Linked Portfolios (via Brokerage Connect [5]).

Brokerage Connect [6]

Stock Rover leverages Yodlee, a secure financial data aggregator, to link your brokerage accounts directly to Stock Rover. This integration provides three distinct advantages:

Automatic Updates
Your positions and cash balances update automatically, ensuring you always see live data.
Holistic View
You can group a Fidelity IRA, a Robinhood taxable account, and a Vanguard 401(k) into a single “All Portfolios” view.
Tracking History
Once linked, Stock Rover automatically tracks your portfolio changes, building a history of your performance over time.
Pro Tip: Use Folders to Group Portfolios
To get better insights, organizing is key. Use Folders [7] to categorize your portfolios. For example, create a ‘Tax-Advantaged’ folder for your IRAs and 401(k)s, and a separate ‘Taxable’ folder for standard brokerage accounts. This allows you to view performance and asset allocation for each category separately.

Note: This connection is “read-only,” meaning Stock Rover can analyze your data but cannot execute trades.

2. The Pulse: Mastering the Dashboard

Once your data is connected, you need a high-level overview. The Dashboard [8] (free for all users) is your “pulse check.”

While the Dashboard also displays broad market data (like Market Movers and Sector Performance), its primary power lies in tracking your specific holdings. Unlike the deep, granular analytics available in the full Portfolio Analytics [9] tool, the Dashboard provides the essential high-level snapshots you need daily:

Dashboard [10]

Portfolio Gains [11]
What it Shows: A clean summary of Total Value, Change ($ and %), and Total Gain ($ and %) for the specific time period you select.

Practical Use: The quickest way to answer “How much am I worth right now?” without logging into multiple locations.

Holdings Performance Map [12]
What it Shows: A visual heatmap where block size represents position size and color (Green/Red) indicates performance.

Practical Use: Instantly identify which large positions are dragging down or lifting up your portfolio.

Portfolio Charting [13]
What it Shows: Visualizes your portfolios’ value over time, including dividend-adjusted returns, compared to benchmarks.

Practical Use: Instantly see if your portfolios’ growth trend is healthy compared to the S&P 500.

Holdings Performance [14]
What it Shows: Displays the Return and Gain/Loss for your specific holdings over selected periods (e.g., 1 Day, 1 Month, YTD, 1 Year).

Practical Use: Allows you to verify if your positions are growing over the specific timeframes that matter to you.

Future Projected Income [15]
What it Shows: Displays estimated dividend income for upcoming months.

Practical Use: Essential for planning cash flow and seeing exactly when your passive income will hit your account.

3. The Watchdog: Setting Smart Alerts

Professional tracking means setting up a system that watches the market for you. Stock Rover allows you to set sophisticated Alerts [16] (via email, text, or notification) that trigger only when specific criteria are met.

Stock Alerts [17]

You can go beyond simple price targets with “exotic” alerts:

Valuation Alerts
“Alert me if Microsoft’s P/E ratio drops below 25” (a potential buy signal).
Technical Alerts
“Alert me if a holding crosses above its 50-day Simple Moving Average (SMA)”.
Portfolio Alerts
Apply a single alert to an entire portfolio (e.g., “Alert me if any stock in my IRA drops 5% in a day”).

Common Questions About Portfolio Tracking

What is a Linked Portfolio?
A Linked Portfolio connects your brokerage account to Stock Rover for automatic updates. It is a “read-only” connection, meaning Stock Rover can download your positions to perform analysis but cannot execute trades, move funds, or withdraw money.

Can I track portfolios without linking a brokerage account?
Yes. You can use Manual Portfolios [18] to track assets from unsupported brokerages or to create model portfolios for testing strategies. You can build them by manually entering your current holdings or trade history, or by importing data from a spreadsheet (CSV/Excel).

Note: Some features shown are available with an Essentials or Premium plan. You can explore all plan options here [19].