What can I analyze using Stock Rover's Portfolio Performance?

The Portfolio Performance facility provides a comprehensive deep dive into your investments. You can analyze aggregate portfolio performance, assess individual holding contributions, and review historical data through dedicated sections for the Performance Report, Risk and Reward, Value Over Time, and periodic returns (Monthly and Yearly).

Where do I find the Portfolio Performance tool in Stock Rover?

You can access Portfolio Performance by clicking 'Performance' under the 'Portfolio Tools' section in the Start Menu. This will launch the performance suite, allowing you to select specific portfolios or groups for analysis.

What are the six main sections of Stock Rover Portfolio Performance?

Portfolio Performance is organized into six specialized tabs: Report (an executive summary), Value Over Time (equity curves), Risk and Reward (volatility and Sharpe ratio metrics), Holdings Detail (individual asset performance), and chronological return tables for both Monthly and Yearly periods.

Portfolio Performance Overview

The Stock Rover Portfolio Performance facility allows you to analyze both the overall performance of your portfolios and the performance of the individual holdings within them.

The Portfolio Performance facility is organized into six key tabs: Report, Value Over Time, Risk and Reward, Holdings Detail, Monthly Returns, and Yearly Returns.

You can access Portfolio Performance by clicking on Performance under Portfolio Tools in the Start Menu, as shown in the screenshot below.

There is also a short video demonstrating the Stock Rover features that help you track and evaluate your portfolio performance. The video is available here.