V6.4 Overview

Stock Rover functions as an interactive dashboard within your Internet browser. This page will introduce you to the basics of interacting with the Stock Rover web app. You can also download our PDF guide “Getting Started in Stock Rover” for a quick overview and a list of easy actions to try out.

Once you understand the paradigm of the Stock Rover user interface, the best way to get to know the program is to explore it on your own. For inspiration, see our Blog and Video Library. For guidance on specific tasks, explore our How To guide using the navigation at left. You can also email our Support Team with questions. Note that not all users are guaranteed an individualized response—please see our support policies.

The focus of this help documentation is on the Stock Rover web app; although note that we also have a simpler, complementary financial platform called Stock Rover Markets that is freely accessible from both the Stock Rover website (under menu item ‘Markets’) and from Stock Rover (by clicking ‘Market Summary’). Together, Stock Rover and Stock Rover Markets can help you accomplish a significant range of financial research tasks.

Brokerage Connection Basics

When you connect your Stock Rover account to your brokerage house, Stock Rover will keep the positions in your brokerage account in sync with positions in the corresponding Stock Rover portfolio. This is done automatically every night and whenever you log in to Stock Rover. You can also manually request a sync anytime you are logged into your Stock Rover account. Connecting your Stock Rover account to your brokerage house is the easiest way to keep your portfolios up to date.

There are two steps in the brokerage connection process. First, you must connect your Stock Rover account to your brokerage house(s), via Yodlee, a trusted third party service. Once connected, you can map portfolio accounts within a brokerage house to Stock Rover portfolios. You have complete control over which portfolios in your brokerage house are mapped to which Stock Rover portfolios. You can also unlink individual portfolio accounts while remaining connected to your brokerage house. By default, all the portfolios in any brokerage house to which you connect (per user ID/password) will be added as a linked portfolio in Stock Rover. The information in this How-To guide will show you how to add brokerage houses, change portfolio linkages, and remove accounts. You will be walked through the following steps (this image appears when you first attempt to connect):

Accessing Stock Rover

You can login to Stock Rover anywhere you have Internet. Stock Rover has been tested and is supported on the following browsers:

  • Chrome 23.0 or higher
  • Firefox 16.0 or higher
  • Internet Explorer 10 or higher
  • Safari 6 or higher (Mac only)

If you are having trouble logging in to Stock Rover from one of these browsers, please try clearing your cache and refreshing the page.

You can only have one active session per account. While you are not prevented from logging in from multiple locations, you are only able to use an account from a single location at any time.

Screen Layout

The Stock Rover screen is composed of multiple panels, some of which are interdependent.

At the top of the window is a multipurpose toolbar, which includes the Start menu, a link to the Stock Rover homepage, help links, and your account information, called out in a red box below:


The row selected in the Navigation panel, on the left side of the screen, determines what dataset is loaded in the Table. If a parent item is selected in the Navigation panel, the rows in the Table will show summaries of each of the child items. For example, if ‘My Portfolios’ is selected in the Navigation panel, the Table will have rows for each of your portfolio.

When the ‘Include in Table’ checkbox is selected in the Quotes Box (above the Navigation panel), any quotes you enter will be temporarily added to the dataset in the Table for comparison. Portfolios and watchlists can also be added to the Quotes Box.

The row selected in the Table affects what is shown in the Insight panel (right-side panel). If the Table and Chart are linked (which you can control through the Chart’s Settings menu), the row selected in the Table will automatically be charted.

Resizing, Collapsing, and Detaching Panels

All panels can be resized by dragging their edges with your cursor. Note that the Insight panel (right side panel) reaches a minimum width. Most panels, as well as subpanels like the Market Summary, can also be collapsed completely either by clicking the double arrow button:

collapse buttons

…or by double-clicking the white border between panels, pointed out below:

collapse a panel by double-clicking its border

To reopen the panel, click again on the double arrow button, or click anywhere on the blue bar that represents the collapsed panel, such as those called out below:

reopen collapsed panels

The Table is the only panel that cannot be collapsed.

Premium users have the ability to pop out or detach the Chart and Insight panels entirely, so that the Stock Rover screen can be spread out across multiple windows. Other Premium features, such as Notes, Portfolio Analysis, Portfolio Rebalancing, and Trade Planning, can also be detached from the home screen. To detach any detachable window, click this button:

detach button

Simply close the detached window to bring the panel or feature back into Stock Rover.

Start Menu

The Start menu, in the top left-hand corner of the screen, is a customizable list of actions that provides easy access to many tasks in Stock Rover. Use it to initiate actions such as creating a portfolio, opening the Investors’ Library, or setting up alerts. Most of the actions found in the Start menu can be accessed elsewhere in the program; however, some, such as opening the Investors’ Library, can only be accessed through the Start menu.

To start an action, simply click on its button from the menu:

start menu

You can also browse or search actions using the drop-down menu/search box in the lower left of the Start menu, called out below:

start menu

Once you become familiar with Stock Rover, you can customize the list by clicking ‘Customize’ in the lower right corner of the Start menu. The following window appears:

customize start menu

On the left, select which actions you want to appear in your Start menu. On the right, use the arrow buttons to set up the order in which you want the buttons to appear. You can make the list as long or as short as you like.

Right-Click Menus


Tooltips are informational boxes that appear when you hover over certain elements with your cursor. Stock Rover uses tooltips as a way to seamlessly deliver key information to you. For example, when you hover over a ticker in the Table, you’ll see the following tooltip:

ticker info tooltip

These tooltips, as well as the Help and Navigation panel tooltips, can be turned off by going to Preferences in your account drop-down menu—see Stock Summary Tooltipsfor.


It is possible to reposition certain elements of the Stock Rover screen by dragging and dropping them. Column headers and Navigation panel rows can be repositioned simply by clicking on that item, dragging it to a new position with your cursor, and releasing it. Likewise, the edges of the panels in Stock Rover can be moved using drag-and-drop.

Drag-and-drop is also used to zoom in on a particular section of the Chart. Click and drag your cursor to the right over the section on which you wish to zoom in.

Currently, drag-and-drop is not supported in all corners of the program, even where repositioning is possible. For example, view tabs can be repositioned only through the ‘Move Left’ and ‘Move Right’ options in the view right-click menu.

Importing and Exporting

Portfolios, watchlists, and screeners can be exported to a .txt file and shared with other Stock Rover users or used as a backup copy. To export an item, right-click it and select ‘Export.’ To import a Stock Rover file, right-click it and select ‘Import,’ then navigate to the file on your computer to import it into Stock Rover.

Most portfolio files exported from brokerages can be imported into Stock Rover as well. Go here for instructions on importing a file downloaded from your brokerage.

Premium users also have the capability of exporting Table data (showing current columns and rows) to a CSV file. To do this, go to the Table’s Actions menu, select ‘Save As’ and then ‘Export Table as CSV File.’ Go here for screenshots of this process.