Thank you for the updates. I have one suggestion to give us more space on the screen. In the navigation pane when you are viewing Portfolio, Watchlist, World, etc, there is a lot of indentation which takes up space. Example: In the navigation you have World, you click it open then you see indented Indices, Sectors, ETFs and commodities, then if you click Indices open you have another indentation; DJIA, Nasdaq 100 etc. The indentations take up a lot of space going across. It would be nice to get that space back by having no ident and just use bold to make it distinct if you think it is needed. Space is premium and I do not think the indentation is worth the lost space. I like to make that navigation pane as slim as possible. Thank you, Kevin Reply
We will send this feedback to our development team. The balancing act is maintaining readability, while at the same time making the most efficient use of the screen real estate. They’ll explore a few options. Also you could collapse the Navigation Panel altogether and access the contents of the Navigation Panel using the breadcrumbs at the top of the collapsed panel. In the interim, you can drag/drop the vertical bar to the right of the Navigation Panel to resize it.
With a tones of features within dozens of categories on this platform, it is not a simple task to show case all the features and yet create an intuitive UI. You have succeeded this time. This version is the most amazing UI usability improvement I have seen thus far. I love it. Bravo! Reply
Thank you for the kind words! Incorporating input from the Stock Rover community is a priority, as it ultimately contributes to improving Stock Rover.
Really nice improvements – well done. I’d love to see another level in the navigation tree. For example, under Portfolios it would be great to be able to have say a “Brokerage” group and a “Retirement” group and then under Retirement have the option for another group say “Tax Deferred” and “Tax Free”. Another cool feature would be to be able to have a portfolio exist in more than one folder, so you could slice and dice in different ways (e.g. you might have a Vanguard brokerage account in a Brokerage folder and a Vanguard Roth IRA in a Retirement folder but want to also show both of those in a Vanguard folder so you can see your entire holdings at that broker). Another feature I am looking for is the ability to create a custom benchmark that you could compare a portfolio or holding against. For example, I’d like to be able to construct a sample balanced portfolio and then be able to compare my actual portfolio against that over time the way I can compare it against the S&P 500 in StockRover. That would help with thinking about rebalancing or simply validating your portfolio against some other option of your own design. I think simply allowing a portfolio to also be a benchmark might be all that is needed here. Thanks for making a really great and useful product. Reply
Thanks for your kind words and valuable feedback! You’re looking for a folder structure deeper than two levels, and we’ll definitely pass that along to our development team for future consideration. Good news: we do plan to support portfolios living in multiple groups! While I don’t have an exact ETA, this enhancement is on its way. You can always create and use a portfolio as a benchmark in several areas: – Charting facility: https://www.stockrover.com/help/the-chart/adding-benchmarks/ – Portfolio allocation: https://www.stockrover.com/help/portfolios-help/modifying-a-portfolio/#Viewing_Allocations – Trade Evaluator: https://www.stockrover.com/help/trade-evaluator/using-the-trade-evaluator/#Introduction – Analytics: https://www.stockrover.com/help/analytics/analytics-overview/
