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Quick Start Guide
How To
Introduction
How To Introduction
Check The Market
Checking The Numbers
Checking The News
See What's Hot
Finding Top Performing Sectors
Finding Top Performing Industries
Finding Top Performing Stocks
Find Good Investments
Finding Promising Stocks
Finding Promising ETFs
Manage My Portfolios
Creating a Portfolio
Modifying a Portfolio
Analyze My Portfolios
Seeing How My Portfolios Are Doing
Viewing My Dividend Income
Checking the Levels of Correlation
Simulating Future Performance
Analyze My Trades
Evaluating My Past Trades
Planning My Future Trades
Analyze a Stock
Gaining Insight
Seeing What the Analysts Say
Getting Research Reports
Seeing How a Stock Scores
Seeing How a Stock Rates vs its Peers
Checking Performance vs Competitors
Checking the Technicals
Analyzing Growth
Analyzing Dividends
Checking Seasonality and Monthly Returns
Reviewing Financial Statements
Viewing Historical Data
Analyze an ETF or a Fund
Getting an Overview of an ETF or a Fund
Checking the Size and Style
Checking the Valuation
Getting a Sector Breakdown
Getting an Asset Breakdown
Getting a Market and Region Breakdown
See When Earnings Will Be Announced
Seeing When My Stuff Announces
Seeing All Earnings Announcements
Set an Alert
Setting a Price Alert
Setting More Exotic Alerts
Find Something in the Investor’s Library
Finding a Screener
Stock Rover Help
Introduction
Stock Rover Overview
The Premium Trial
Stock Rover Layout
Navigating Stock Rover
Using Stock Rover Effectively
Performance Report Emails
Mobile Experience
Account Management
Dashboard
What's in the Dashboard
Customizing the Dashboard
Markets
Market Overview
Market Summary
News
Stocks
ETFs
Bonds
Commodities
The Table
Table Overview
Views
Columns
Checkboxes
Screening a Table
Table Action Menu
Row Action Menu
Row Limits
Refreshing Prices
The Chart
Charting Overview
Types of Charts
Setting Chart Options
Selecting Tickers
Setting the Time Period
Adding Benchmarks
Setting Baselines
Charting Events
Candlestick and OHLC Charts
Valuation Charts
Technical Charts
Ratio Charts
Fundamental Charts
Managing Charts
Resetting the Chart
Accounting for Dividends
Saving Charts as Images
The Insight Panel
Insight Panel Overview
Summary Display
Additional Default Tabs
Manage Tabs
Quotes
Overview
Adding Quotes
Viewing Quotes
Modifying Quotes
Special Quotes Features
Portfolios
Creating a New Portfolio
Viewing a Portfolio
Modifying a Portfolio
Additional Portfolio Actions
Special Portfolio Features
Watchlists
Watchlist Overview
Creating a Watchlist
Viewing a Watchlist
Modifying a Watchlist
Additional Watchlist Actions
Special Watchlist Features
Screeners
Screener Overview
Importing a Pre-Built Screener
Creating a New Screener
Running a Screener
Modifying a Screener
Advanced Screener Features
Additional Screener Actions
Special Screener Capabilities
World
World Overview
World Folder
Quotes, Portfolios, Watchlists, and Screeners
Analytics
Portfolio Analytics Overview
Value Over Time
Risk and Reward
Holdings Detail
Monthly Returns
Yearly Returns
Brokerage Connect
Brokerage Connect Basics
Connecting to Brokerage Houses
Linking Portfolios
Unlinking Portfolios
Remove Brokerage Connect
Troubleshooting Brokerage Connections
Correlation
Correlation Overview
Selecting Tickers to Correlate
Setting The Time Period
Filtering
Heat Map
Future Income
Future Income Overview
Navigation Panel
Settings
Table
Chart
Summary Level
Portfolio Level
Holdings Level
Limitations
Future Simulations
Future Simulations Overview
What is a Simulation?
A Simulation Example
Accessing Future Simulations
Navigation Panel
Settings
Performance by Percentile
Balances of Key Portfolios
Summary Statistics
Top Holdings
Rebalancing
Rebalancing Overview
Mechanics
Drift Tolerance
Analytics
Aggregate Portfolio Metrics
Portfolio Sector Allocation
Trade Evaluator
Trade Evaluator Overview
Creating a Trade Bundle
Updating a Trade Bundle
Using the Trade Evaluator
Additional Trade Evaluator Actions
Research Reports
Overview
Accessing Research Reports
Printing Research Reports
Downloading PDF Research Report
Key Features
Research Report Structure
Stock Ratings
Stock Ratings Overview
How Stocks are Rated
Profile
Growth
Valuation
Efficiency
Financial Strength
Dividends
Momentum
Alerts
Alerts Overview
Creating Alerts
Managing Alerts
Viewing Alert History
Ideas
Ideas Panel Overiew
Earnings Calendar
Earnings Calendar Overview
Selecting the Period
Calendar View vs List View
Filtering
Sorting
Library
Library Overview
Importing from the Library
Restoring Factory Settings
Metric Browser
Metric Browser Overview
Search Window
Columns
Filter by Plan
Filter by Other Criteria
Import
Edit/Delete Custom Metric
Bookmarks
Bookmarks Overview
Creating a Bookmark
Managing Bookmarks
Support FAQs
Data and Metrics
Accounts and Membership
Brokerage Connection
Charting
Investor's Library
Portfolios
Quote Panel
Screening
Table
Tablet
Troubleshooting
Watchlists
Glossary of Terms
Videos
Getting Started
Screening
Charting
Portfolios
Investment Research
Metrics
Metric Overview
Chartable Metrics Overview
Analyst Estimates
Analyst Ratings
Balance Sheet
Cash Flow Statement
Custom Metrics
EPS Estimates
EPS Estimate Trends
ETF & Fund Asset Allocation
ETF & Fund Equity Capitalization
ETF & Fund Equity Classification
ETF & Fund Equity Style Box
ETF & Fund Holding Statistics
ETF & Fund Profile
ETF & Fund Region Breakdown
ETF & Fund Sector Weightings
Fair Value & DCF Model
Grades & Scores
Growth
Income Statement
Industry Deciles
Per Share
Portfolio
Portfolio Reporting
Price
Profile
Profitability
Profitability vs. Industry
Profitability vs. Sector
Returns
Returns vs. Industry
Returns vs. Sector
Returns vs. S&P 500
Revenue Estimates
Sector Deciles
Stock Rover Ratings
Technical Indicators
Valuation
Valuation Range
Valuation Yields
Volume
Help
Insight Panel Overview
Summary Display
Additional Default Tabs
Overview
Accessing Research Reports
Printing Research Reports
Downloading PDF Research Report
Key Features
Research Report Structure
Stock Rover Overview
Overview
Adding Quotes
Viewing Quotes
Modifying Quotes
Special Quotes Features
The Premium Trial
Portfolio Analytics Overview
Value Over Time
Risk and Reward
Table Overview
Stock Rover Layout
Navigating Stock Rover
Bookmarks Overview
Creating a Bookmark
Brokerage Connect Basics
Screener Overview
Importing a Pre-Built Screener
Creating a New Screener
Trade Evaluator Overview
Creating a Trade Bundle
Updating a Trade Bundle
Running a Screener
Modifying a Screener
Advanced Screener Features
Watchlist Overview
Creating a Watchlist
Viewing a Watchlist
Modifying a Watchlist
Additional Watchlist Actions
Creating a New Portfolio
Viewing a Portfolio
Rebalancing Overview
Mechanics
Drift Tolerance
Analytics
Aggregate Portfolio Metrics
Future Simulations Overview
What is a Simulation?
A Simulation Example
Accessing Future Simulations
Navigation Panel
Settings
Performance by Percentile
Balances of Key Portfolios
Summary Statistics
Connecting to Brokerage Houses
Linking Portfolios
Unlinking Portfolios
Future Income Overview
Navigation Panel
Settings
Remove Brokerage Connect
Table
Chart
Summary Level
Portfolio Level
Holdings Level
Portfolio Sector Allocation
Top Holdings
Limitations
Correlation Overview
Selecting Tickers to Correlate
Setting The Time Period
Filtering
Heat Map
Troubleshooting Brokerage Connections
Holdings Detail
Monthly Returns
Yearly Returns
World Overview
World Folder
Quotes, Portfolios, Watchlists, and Screeners
Using the Trade Evaluator
Additional Trade Evaluator Actions
Managing Bookmarks
Market Overview
Modifying a Portfolio
Using Stock Rover Effectively
Views
Special Watchlist Features
Additional Screener Actions
Columns
Special Screener Capabilities
Charting Overview
Types of Charts
Setting Chart Options
Selecting Tickers
Setting the Time Period
Additional Portfolio Actions
What's in the Dashboard
Metric Browser Overview
Checkboxes
Special Portfolio Features
Adding Benchmarks
Performance Report Emails
Earnings Calendar Overview
Search Window
Columns
Filter by Plan
Filter by Other Criteria
Import
Edit/Delete Custom Metric
Screening a Table
Setting Baselines
Manage Tabs
Table Action Menu
Mobile Experience
Stock Ratings Overview
How Stocks are Rated
Selecting the Period
Alerts Overview
Creating Alerts
Profile
Growth
Valuation
Efficiency
Financial Strength
Dividends
Momentum
Managing Alerts
Charting Events
Candlestick and OHLC Charts
Row Action Menu
Account Management
Ideas Panel Overiew
Calendar View vs List View
Filtering
Library Overview
Sorting
Importing from the Library
Restoring Factory Settings
Customizing the Dashboard
Market Summary
Viewing Alert History
News
Stocks
ETFs
Bonds
Commodities
Valuation Charts
Technical Charts
Ratio Charts
Fundamental Charts
Managing Charts
Resetting the Chart
Accounting for Dividends
Saving Charts as Images
Row Limits
Refreshing Prices
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