The Overview of the Tablet App

This guide details how to access all the functionality of the Stock Rover tablet app through actions such as tapping, dragging, pinching, double- tapping, and a “long press” (holding your finger down on the same spot). Note that, to make the tablet app as user friendly as possible, some functionality of the web app is not available.

While you can use this guide as a reference, we also recommend taking the time to read it from start to finish so you have a full understanding of what the Stock Rover tablet app can do. Many screenshots are provided to illustrate.

The Stock Rover tablet app follows the same basic paradigm as our web app, but it is modified for usability and speed on the tablet. To access the tablet app, simply login to Stock Rover from the browser on your tablet. Stock Rover will recognize that you are on a tablet and render the app accordingly. iPad users can also download the app for free through the Apple App Store. The app is not yet available in the Android app store.

Please note that we do not formally support Stock Rover on the iPad 1. This is due to the iPad 1’s memory constraints, which cause performance issues. We also do not support the 7 inch Android tablets as the screen size is too constrained to properly run the Stock Rover app.

The Research Box

To add a ticker to the Research Box, tap the “Add Ticker” button in the top.

typing ticker name into the research box

Begin typing a company name or ticker symbol and search results will appear, as shown below.

typing ticker name into the research box

Select from the search results or hit ‘Return’ to enter the ticker as a research ticker. Once a ticker has been entered as a research ticker, it will appear in the table, italicized and with an asterisk (circled below); this is to let you know it is a research ticker and may not be native to the dataset you are viewing. Additionally, the number next to the ‘Add Ticker’ button will update with the number of research tickers added to the table (also circled below.)

a research ticker

Like in the web app, a research ticker will remain in the Table until you explicitly remove it. To remove a research ticker, tap the number next to the ‘Add Ticker,’ which will bring up the list of research tickers, then click the ‘x’ next to one or ones you’d like to remove.

removing a research ticker

The Navigation Panel

The Table

To display the table tablet app, select ‘Table’ in the top right of the screen. Tap on an item in the Navigation panel to display it in the Table. To scroll up or down or side to side in the Table, drag your finger anywhere in the Table area accordingly. As in the web app, the ‘Ticker’ column will always remain visible. The bar of View buttons at the top of the Table is also scrollable in the same manner.

scrolling in the table

Tapping the ‘Ticker’ cell of the ticker that is selected in the table (the row that is blue) will open an info box for that ticker, shown below. This contains the same information as the ticker info tooltip in the web app.

ticker info box

To exit this info box, tap ‘OK.’

The cells of certain graphical metrics such as 52-wk Range and Yearly EPS (shown below) will also display additional information for the selected ticker when tapped once.

yearly eps

Long pressing a row in the Table gives you a menu (shown below) with options to see ticker information, chart the item, add it to a portfolio or watchlist, or remove it from the current portfolio/watchlist (if relevant). When you add something to a portfolio, you will be prompted to fill in a quantity and buy price, as well as choose a destination portfolio.

double tapping row in the table

You can save any population of stocks you are looking at in the Table as a portfolio or watchlist by tapping the wrench in the table’s toolbar, circled below. Here you can also choose to add a View, or change the columns of the current View. To exit the menu without selecting either option, tap outside of the menu. If you choose to save the Table as a portfolio or watchlist, you will be prompted to give it a name.

saving the table

Note that, unlike in the web app, in the tablet app you cannot adjust the buy prices or quantities of tickers once they are already in a portfolio.

The Insight Panel

To access the Insight panel, click the ‘Insight’ button in the top-right of the screen, shown below. The Insight panel will reflect whatever ticker is selected on the left-side (in this example it’s AAPL.) Simply tap a new ticker on the left to select it, and thus update the Insight panel with information for that ticker.

The Summary tab shows almost all the same information as in the web app, with the exception of the items under ‘Filings.’

In the Detail tab (shown below), you can select a section through the drop-down menu (circled.)

the insight panel

In the News tab, tapping a news story will open the full news story in a new browser tab.

In the Peers tab (shown below), tap the green plus sign in a ticker row to add that ticker to the Research Box. Click the wrench in the top right to add or remove columns.

the peers tab

The Research tab is not accessible in the tablet version. Notes are not accessible in the tablet app. To view and edit your notes, you must access the Stock Rover web app.

The Chart

Click ‘Chart’ in the top right of the screen to access the chart. The item that is selected in on the left side of the screen will be charted, but you can add additional items to the chart by clicking the ‘+’ icon at the top of the Table (circled below) and searching for a ticker to add. You can also add to the chart by long-pressing any ticker on the left-side of the screen, or through the long-press menu in the table or Navigation panel.

charting in the tablet app

Change the time period by tapping on the buttons at the bottom of the chart. You can zoom in and out of the Chart by pinching with two fingers. The chart will re-scale itself depending on the direction in which you pinch your fingers.

Crosshairs appear when you drag your finger inside the chart (see image below). To turn off the crosshairs, tap the button in the top right of the chart (circled below).

adding crosshairs

To restore the crosshairs, tap the button again. Note that, when zoomed in, you will not be able to scroll to non-visible parts of the chart without first disabling the crosshairs. After disabling the crosshairs, you will be able to scroll to different parts of the zoomed-in chart by dragging your finger.

If you have many items charted, note that the ticker legend is scrollable by dragging.

Tap the ticker symbol in Chart legend for the options to either remove it from the chart or set it as a baseline, shown in the image below.

tapping a ticker

Tap on an option once to perform that action. To exit the menu without selecting either option, tap outside of the menu.

Benchmarks, Events, Technicals, and Fundamentals can be charted by selecting from the buttons at the top. Like in the web app, only one fundamental can be charted at a time, but it will apply to all items that are charted. Also like in the web app, any technicals that are charted will apply only to the primary ticker, or the ticker that is in the leftmost position in the legend (see image below).

charting technicals

You can change the periods or otherwise change the settings for certain technicals by tapping a gear button in the technicals menu, outlined in the red box below.

editing technicals

When you select that button, an information box like the one shown below will appear with a description of the technical and fields that can be edited. Once you are finished editing these fields, click away from the information box and the changes will be implemented.

technical information box

Portfolios

You can create, modify, chart, rename, or delete a portfolio in Stock Rover’s tablet app. First, long-press a portfolio in the Navigation panel, and you will be presented with the following menu.

portfolio options

Tap one of the options to select it. If you choose to modify an existing portfolio, you will be brought to the following screen.

editing portfolio

To add a ticker, tap the symbol box (in the lower left) and type in the ticker’s symbol and select from the drop-down menu. After entering in the Quantity and Cost per Share, you must tap the green ‘+’ icon in order to add that ticker to the portfolio.

Tap the pen icon in the upper right (circled in screenshot above) to change the portfolio’s description. To modify a quantity or cost per share, tap on the number you wish to modify once. Tap the red ‘x’ at the end of the ticker row to remove that ticker from the portfolio. You can also edit your cash position by tapping on that value, shown in the red box above. When you are finished modifying your portfolio, tap ‘Update.’ The Create Portfolio window operates in the same manner as the Update Portfolio window.

Watchlists

You can create, modify, chart, rename, or delete a watchlist in Stock Rover’s tablet app. First, long-press a watchlist in the Navigation panel, and you will be presented with the following menu.

watchlist options

Tap one of the options to select it, then follow the prompts. If you choose to modify an existing watchlist, you will be brought to the following screen.

editing watchlist

To add a ticker, tap the symbol box in the lower left (outlined in red), type in the ticker’s symbol and select from the drop-down menu. After selecting your ticker from the drop-down menu, you must click the green ‘+’ icon in order to add that ticker to the watchlist.

Tap the icon in the upper right to change the watchlist’s description. Tap the red ‘x’ at the end of the ticker row to remove that ticker from the watchlist. When you are finished modifying your watchlist, tap ‘Update.’ The Create Watchlist window operates in the same manner if you are creating a new watchlist.

The Tablet App Limitations

In order to make the tablet app as streamlined and simple as possible, some functionality is not available. Note the following differences of the tablet app from the web app:

  • You cannot export or import Portfolios, Watchlists, or Screeners.
  • You cannot edit a screener or create a new screener. However, you can run an existing screener by tapping on it in the Navigation panel.
  • You cannot filter the Table or apply a screener to the Table.
  • There is no row expansion in the Table.
  • Research links in the Insight panel are unavailable.
  • Portfolio folders are unavailable.
  • The portfolio allocation panel/pie chart is unavailable.
  • Adding historical positions to portfolios is unavailable. When you modify a portfolio on the tablet, you modify the holdings for that portfolio’s most recent activity date.
  • There is no ticker search history.
  • You can not dynamically investigate a ticker that is unknown to Stock Rover.
  • The Insight panel does not contain the Filings or Ownership and Officers sections.
  • Notes are not accessible.
  • There is no task wizard.
  • There are no links to Stock Rover Tour or Invite a Friend.
  • There is no Options button in the settings menu; to change your account settings, you must login to the web app.
  • The Search Box field at the top of the main app is unavailable.
  • The Portfolio Reporting Facility is unavailable.
  • The Investor’s Library is unavailable.
  • The Portfolio Trade Planning facility is unavailable
  • There is no graphical version of the return metrics

Based on feasibility and user demand, certain functions may be added in the future.