Overview of the Table

The Table provides a flexible spreadsheet for viewing tickers and their data. You can sort any of the displayed columns by ascending or descending values by clicking on the column header; you may color-code stocks by right-clicking on them and selecting from the drop-down menu; and you may group stocks based on sector, industry, or color by right-clicking on any column header. By adding a column filter you can choose to limit the stocks shown to only those that match the specified criteria.

Below is a screenshot example of the main Table in the ‘Balance Sheet’ view. The Table header shows the dataset (“Long Ideas” watchlist) and the number of total rows (6). Two of the tickers in the Table, CMSCA and T, are bolded and in italics, meaning that they are both currently in the Quotes Box and may or may not be a native part of this watchlist. Also notice that the UNP row has been expanded to show the company’s history in each column.

main table

Navigation

Metric Definitions

To see the description of a metric in the table, right-click the column header in the Table panel and select ‘Explain’ from the drop-down menu.

right-click for column info

This will bring up a new window, shown below, that contains information about this column. The first section gives a short description of the column. The second section, when relevant, gives the 10th percentile, median, and 90th percentile values for this metric in each of the Dow 30, the S&P 500, and the market. The final section contains a list of related metrics.

column info window

From the Column Info window you can also jump to the information for other columns, either by clicking on one of the hyperlinked Related Metrics or by selecting from the menu at the top, which appears when you click the down-arrow on the right side of the selection bar.

scroll through column info

If you are looking at the information of a column that is not in the Table, you can add it by clicking the ‘Add To Table’ button in the top right.

add column to table through info box

View Tabs

Views allow you to control which columns are displayed in the Table, so you can jump directly to the data you are interested in. Each View is represented by a tab at the top of the Table. To change the View, click on a different tab and the columns of the Table will update accordingly (note that this may change the sorted order of the Table.) Stock Rover comes with a default set of Views such as Returns, Valuation, and Dividends, but it is also simple to create your own, either by starting from scratch or by modifying an existing View.

Use the arrows on either end of the View tabs to scroll to the right or left to see all of the Views. Or, use the ‘Views’ master tab on the left for a drop-down list of all the views, listed alphabetically.

View tabs

If you’d like to see which view a metric is in, search for it with the Add Column button, and any views that contain this metric will be listed after the description. If you click the view name, it will bring you to that view and briefly highlight the metric.

View menu

Right-click a View tab to create or import a View, or to modify, rename, copy, delete, export, or move the current View. Use the ‘Switch View’ item to open a different View, which can be faster than scrolling through the Views.

View menu

If you choose to create or modify a View, you’ll be brought to the View manager, where you can name your View in Step 1, add or remove columns in Step 2, and then save the View in Step 3.

The View Manager

You can also choose to update or a create a view through the Start menu.

Stock Summary Tooltips

You can choose to enable ticker info tooltips so that when you hover over a ticker in the Table, Chart, or Insight Panel, a tooltip appears with key data about that stock. To enable ticker info tooltips, go the ‘Settings’ menu in the top right of the screen and ‘Preferences.’

enabling tooltips

This will bring up a window where you can check off which tooltips you’d like to be enabled:

enabling tooltips

If you check the first item, an informational tooltip showing data, such as industry, price, volume, market cap, and 1-year beta, will appear when you mouseover a ticker symbol in the Table.

table tooltip

The second tooltip in the list will cause a tooltip to appear when you mouseover a ticker in the Quotes box on the left, and checking the third causes the tooltip to appear when you mouseover a ticker in the Chart’s legend. The fourth and fifth options are for different types of help tooltips.

Refresh the Prices

Normally, Stock Rover updates the Table with the most recent data every time you perform an action in the product, including loading a new set of tickers in the Table or selecting a different stock. However, you can choose to have Stock Rover auto-refresh with the most recent prices every 1, 5, or 10 minutes, even if you perform no actions with Stock Rover. To do this, go to the ‘Settings’ menu in top right of the screen and select ‘Preferences.’

enabling tooltips

At the bottom, select the desired auto refresh period. Please note that Auto Refresh is a Premium feature.

enabling tooltips

Add a Ticker to the Database

If you want to find a ticker that is not currently supported by Stock Rover, you can dynamically add it to our database. First, type it into the Quotes search box on the left and hit Enter. Note that hitting the spacebar functions the same as the Enter key in this context.

investigating a ticker

When prompted if you’d like to investigate a ticker, click yes. If Stock Rover finds the ticker, you will be asked to select its equity type, and then you may add it to the Stock Rover database.

adding a ticker to the database

If Stock Rover finds information on the ticker, you may permanently add it to the database. Stock Rover tries to price every ticker, though more detailed information may not be available.

View a Set of Stocks or ETFs

To view a set of stocks or ETFs in the Table, select from one of the items in the Navigation panel on the left side of the Stock Rover screen. Click an item to load it, or click the arrow to the left of the category name to expand the item tree below.

loading stocks in the table

Clicking a higher-level folder will load the high-level items into the table. For example, clicking ‘Indices’ loads the supported market indices as separate rows in the Table.

display indices

To display all the stocks in a higher-level folder, right-click the folder and select ‘Show All Stocks’ from the drop-down menu.

show all stocks

All the stocks on the North American exchanges are organized into sectors and industries (using Morningstar categorizations), which you can explore by browsing the the ‘Sectors’ folder. Our ETFs are categorized as well.

View Historical Data

You can expand a table row in order to quarterly or yearly historical data. To do this, click the arrow the left of the ticker symbol and select, which will cause historical data to appear below the ticker. Click the ‘Q’ or ‘Y’ to choose quarterly or historical data. Click the arrow again to collapse the row.

historical data

Please note that historical data is not available for all metrics.