Overview of Data Backup and Sharing

Stock Rover allows you to export and import portfolios, watchlists, screeners, and Table views so that you can both backup your Stock Rover data on your computer and share it with other Stock Rover users. Please note that you can also share you portfolios, watchlists, screeners, and Table views with all Stock Rover users by submitting it to the Investors’ Library.

Share a Portfolio, Watchlist, or Screener With Other Users

You can share a portfolio, watchlist, or screener with all Stock Rover users by submitting it to the Investors’ Library. However, if you’d like to share an item privately with another Stock Rover user, you can export it as a .txt file and give them the file. To do this, right-click on the item in the Navigation panel and select ‘Export’ from the drop-down menu. This will download the file to whichever folder is specified by your web browser. From there, you can share the file with other Stock Rover users, who can import the file to their own accounts.

right-click to export

To import watchlists or portfolios, right-click on the applicable category in the Navigation panel (for example, if you want to import a watchlist, right-click ‘My Watchlists’) and then select ‘Create _____’ from the drop-down menu.

right-clicking to import

This will bring up dialog window where you are prompted to create a watchlist (or portfolio) from scratch, or to import a file. Select to import a file.

right-clicking to import

From here, another window will appear where you can browse to find to the file you wish to import, and then click the ‘Preview’ button. In the Preview window, you can review the contents of the file to make sure that Stock Rover has read it correctly and then click ‘Import.’ The portfolio, watchlist, or screener will then be added to the correct category in the Navigation panel. For screenshots of this process, please see the Restore a Portfolio, Watchlist, or Screener section.

To import a screener, right-click ‘My Screeners’ in the Navigation panel and select ‘Import Screener’ This will bring you to another dialog where you can navigate to the file to import.

Note: Exporting or importing a Screener only applies to the filter values of a screener, not the stocks that pass that screener. To export the results of a screener, first save them as a watchlist and then export the watchlist.

Backing Up a Portfolio, Watchlist, or Screener

To backup a portfolio, watchlist or screener you can download it to a .txt file and save it to your computer. To do this, right-click on the portfolio, watchlist, or screener in the Navigation Panel and select ‘Export’ from the drop-down menu.

right-click to export

This will download the portfolio, watchlist, or screener to the folder designated for downloads by your web browser.

Note: Exporting or importing a screener only applies to the filter values of a screener, not the stocks that pass that screener. To export the results of a screener, first save them as a watchlist and then export the watchlist.

Restoring a Portfolio, Watchlist, or Screener

To restore a portfolio, watchlist or screener you have saved to your computer, please see the respective How To sections Import a Portfolio, Import a Watchlist, and Import a Screener. If you’d like to restore the default portfolios, watchlists, and screeners to your account, please see the relevant section of the Investors’ Library help documentation here.

Saving and Restoring Views

You can save and restore Views via import and export. This allows you to save your views on your computer and also allows you to share views with other Stock Rover users. To do this, right-click the View tab and select either ‘Import’ or ‘Export.’

importing or exporting a view

If you select ‘Export’, the View will download as a txt-file to wherever is specified by your browser. If you select ‘Import,’ it will bring up a dialog box where you can navigate to your View file and import it into your Stock Rover account.

importing  a view

You can also share Views with all Stock Rover users through the Investors’ Library.