The Insight Panel

The Insight Panel is on the right side of the Stock Rover screen. It contains extra tools for researching stocks in depth and houses external links. Whatever row is selected in the Table determines what is shown in the Insight Panel.

You can collapse or expand the Insight Panel using the double-arrow icon in the top right, and Premium users can pop it into a new window by clicking the diagonal arrow icon. See the screenshot below to view both of these buttons.

top bar of insight panel

In order to fit a wide variety of information, the content of this panel is organized into six tabs, shown below. Depending on what is selected, different kinds of information will be available.

Summary
Includes an array of basic information about the company, including Morningstar grades, major holders and insider transactions, and annual reports. If a stock is loaded, it is where you go to find a link to that company’s homepage. It is also where you go to find external research links. When a portfolio is selected, it shows the portfolio allocation across sectors and equities. When a higher level item is selected (such as sector or index) it shows the top movers in the category.
Detail
Contains current and historical fundamental information concerning whatever is loaded in the table, including Sales and EPS data as well as data for Growth, Profitability, and Financial Health.
Statements
This tab contains data for a selected stock like income statements, balance sheets, and cash flow statements. If a stock is not loaded in the Insight panel, the Statements tab will be greyed out.
Analysts
Shows analyst data covering both ratings and estimates in a number of different categories. If anything other than a stock is selected in the table, the Analysts tab will be greyed out.
News
Shows a news feed for the market or news for the selected stock.
Peers
A customizable table of information comparing a stock to its peers; It functions similarly to the main Table panel.

SEC Filings

To get to SEC filings, simply navigate to ‘Filings’ in the center part of Summary tab (called out below), and click any of the available options. The ‘other forms’ will bring up a window that allows you to search for types of filings and to filter filings by the words in the title. You can also specify the date prior to which the filing was released. Clicking on any of the reports will take you straight to the filing from the SEC’s EDGAR system.

find Filings in Summary tab

Insider Transactions

To view Insider Transactions, navigate to the ‘Ownership and Officers’ section and click on the link ’Insider Transactions.’

find Insider Transactions in Summary tab

A window will open that contains insider purchases from the last six months, as well as all insider transactions reported for the last two years. The other links in this section of the summary tab are Major Holders and Officers. If you click on ‘Major Holders,’ it will bring up a separate window where you can see the percentage and number of shares held by top institutional and mutual fund holders. If you click on ‘Officers.’ it will bring you to an external site in a new tab in your browser’s window with information on the company’s officers.

Financial Statements

You can find data from financial statements in the Statements tab of the insight panel. Click either Income Statement, Balance Sheet, or Cash flow to open that section.

financial statements

Below is the Cash Flow section expanded. You can toggle between yearly and quarterly data by clicking the ‘Q’ or ‘Y’ in the top left. If you mouseover a metric name, a tooltip will appear with the definition.

financial statements

Analyst Estimates & Ratings

You can find analyst estimates on earnings and revenue, as well as EPS trends and revisions, in the Analysts tab in the Insight Panel. Estimates are available for the current and next quarters, as well as the current and next years. (See screenshot below)

analyst estimates

You can also find Analyst Ratings in the Analysts tab of the Insight Panel. The Ratings section aggregates the buy/sell/hold ratings given to stocks by equity research firms. As you can see in the screenshot example below, the information is formatted to give you a clear idea of the overall analyst sentiment, or Consensus Analyst Rating, as well as the distribution of the ratings.

analyst ratings

The table in this section displays the ratings over the past 3 months so you can see whether analysts have changed their ratings. The chart at the bottom shows the range of the analysts’ target price estimates, including the lowest, highest, mean, and median estimates.

Analyst ratings metrics can also be added individually to the Table or to a screener. You can switch easily between estimates and ratings in the Analysts tab by using the radio buttons at the top, called out below.

analyst tab buttons

News

To find and read news about the market or a specific stock, navigate to the News tab in the Insight Panel. Here, you will see the latest market news from the sources selected in the ‘News Feed‘ menu. If you’ve selected Yahoo, Google, or Benzinga news from the News Feed menu, you will have the option to see stock-specific news from these sources by clicking on ‘Ticker News’ (pictured in the screenshot below)

news tab in insight panel

News feeds must be selected to see news. To change the sources of the news feed, click the ‘News Feeds’ button in the top right and check or uncheck sources from which you would like to see news. When you click away from the menu, the news feed will update to include stories from all checked sources.

change the news feed sources

Peer Stocks

To compare the current stock to its peers — that is, stocks in the same sector and industry – navigate to the Peers tab in the Insight Panel, which lists peers stocks and shows columns containing a customizable set of metrics. The stock selected in the main Table will automatically be highlighted in the Peers tab.

You can add a column to the Peers tab by clicking the ‘Add Columns’ button in the toolbar and typing in a column name. You can remove a column by right-clicking the column headers and selecting ‘Remove Column’ from the drop down menu.

manage columns in peers tab

You can add any peer stock to the Quotes Box by either double-clicking it, or by clicking the grey plus-sign icon to the left of the ticker. Or, you can add several tickers at once by holding shift or control while clicking the desired stocks, and then clicking the plus-sign of any of the selected tickers.

peers tab in insight panel

You can filter peers stocks by clicking the ‘Filter Peers’ button at the top of the Peers table (next to ‘Add Column’). This will open a window where you can filter peers on any of the columns in the peers table, or add additional columns to filter. You can set up absolute value filters, or create a relative range that is based on the selected ticker’s value in that category. In the example below, peers will be filtered so that only stocks that have a market cap within 40% of the selected ticker will appear in the list.

peers tab in insight panel

At the bottom of the window, you’ll see a preview of how many stocks pass the current set of filters. Peers filters will persist even as you select different stocks in the main table.

If you want to do deeper research on peers or a filtered set of peers, you can load them in the main Table simply by clicking the ‘Load in Main Table’ button, pictured below.

load peers in the main table

External Links

Research Notes

The notes feature, which you can find in the start menu under ‘Open Notes’, allows you to maintain an organized list of your own investment notes; you can search and filter your notes database. There are two ways to add a note. The first is to right-click a stock in the Table panel and select ‘Add Research Note.’

show Add Note from drop-down menu

This will bring up a window where you can format the note. The ticker is automatically added as the title, but you can rename the note if you’d like.

The second way to add a note is from the start menu. Click the ‘Open Notes’ button, which opens up the window below. The ticker of the stock selected in the table is automatically added as the title.

show Notes tab in Insight Panel

To find a note, you can search for it in the search box. If you click the ‘Options’ button, you can select to have notes automatically search for the stock selected in the table. You Can also choose to make the search case sensitive, and elect to make it match any word in the search box, all words, or the exact phrase. Click the ‘x’ at the end of the search box to see all your notes listed.

search for a note

From here you can browse through your notes, or search for any word in the body or title of the note. You can also filter the notes by date. To do this, right-click the Date column header and mouseover the ‘Filter’ option. Here you can choose to see notes created in a certain time period.

filter notes by date