Charting Overview

Stock Rover has powerful charting capabilities. You can chart price, chart over 100 fundamentals and chart key technical indicators. You can baseline stocks to for easy relative performance comparison. You can chart macro entities such as screeners, portfolios and watchlists. Charts can be displayed by price, percentage, logarithmic or candlesticks. Charts can in include or exclude dividends. Events can be added to charts, such as buy/sells, dividends, splits, earnings events and max drawdowns. You can export charts as images to take with you. The full capabilities of charting are described in the following sections.


Chart Sample

Selecting Ticker for Chart

The highlighted ticker on the left is what is displayed in the chart. You can change the ticker by clicking on another ticker in the list.

Selecting ticker

If you would like to change the set of tickers in the ticker list to a different data set, e.g. a different portfolio, watchlist or screener, or switch to the Quotes list or a to a list of stocks from an index, click on the pull down arrow to display the Navigation Panel and select the desired item you wish to display. The tickers listed will come from the new item you select.

Selecting ticker

Setting the Time Period

To change the time period of the chart, select one of the preset time period buttons from the bottom border of the chart. With these preset time periods, the end of the chart period will always be the current day or the most recent market day.

You can also choose a special time period, such as Month to Date, Quarter to Date, Year to Date, Last Month, Last Quarter, and Last Year, by clicking the arrow next to the selection box (shown below). Or, you can enter in custom date range using the date boxes on the right.

Timeperiod

Adding Comparison Tickers

You can compare other tickers to your primary ticker by entering new tickers directly into the ‘Compare To’ box, highlighted in the screenshot below.

ComparisonTicker

In the screenshot below you can see chart with two tickers added to compare to the primary ticker. These tickers appear in the chart as two different colors.

ComparisonTicker

You can edit the comparison tickers by selecting the pull down menu next to Compare to and here you can remove tickers and add additional tickers by typing the ticker directly ticker into Add box.

ComparisonTicker

Adding Benchmarks

To add a benchmark to the chart, click on the ‘Benchmarks’ button and select one or more benchmarks from the drop-down list. A benchmark can be an index, one of your portfolios, or the sector or industry of the of the stock in the main chart box. Like stocks, benchmarks can be set as baselines, which makes it easy to view a stock’s performance relative to the benchmark.

Benchmarks

You can add multiple benchmarks to the chart, but note that you cannot chart more than twelve lines at a time.

Charting Events

To see earnings announcements, dividends, splits, the max drawdown, and portfolio activity on the chart, click on ‘Events’ in the chart’s toolbar and check the desired boxes. Earnings are denoted on the chart as squares, splits as diamonds, dividends as circles, the max drawdown as a single down-pointing arrow, and portfolio trades as triangles.

ChartingEvents

Charting Technicals

To add technicals to the chart, such as moving averages or Bollinger bands, click on the ‘Technicals’ menu and check one or more than one box in the drop-down menu.

Note: The technicals only apply to the main ticker in the chart, which is the ticker in the top left box of the chart.

ChartingTechnicals

Charting Fundamentals

To chart fundamental data, such as the Price/Earnings ratio or Operating Margin, click on the ‘Fundamentals’ button at the top of the chart panel. From the menu that appears, you can search for one of the 100+ chartable metrics to chart, chart a metric from your recently searched list, or chart a metric package, which allows you to chart more than one fundamental metric at once. The fundamental data for the charted tickers will appear in a smaller chart below the main chart.

ChartingFundamentals

While you can only chart one fundamental at a time if you select from the recently searched list, you can use ‘Save as New Metric Package’ feature to create groups of fundamental metrics that will be charted together. To do so, select the metrics and click the ‘Save as New Metric Package’ (shown above) and give the package a name (shown below).

ChartingFundamentals

It will then create a new package listed under Metric Packages as seen below.

ChartingFundamentals

Then when you select the package it will graph them as shown below. Note Metric Packages apply only to the primary ticker in the chart.

ChartingFundamentals

Chart Display Options

Under ‘Type’ you can choose whether or not to chart in dollars and percent change, and whether or not to see total return or not. When more than one item is being charted, the y-axis unit will always be percent change in price. However, if you have only one stock in the chart, you can select whether it displays by price (in dollars), or by percent change in price, with candlesticks, or in logarithmic pricing by clicking the ‘Settings’ heading in the top right of the chart panel. Price Logarithmic scale is a linear scale for percent change. The distance between 10 and 15 (50% change), is the same as the distance between 100 and 150.

Display Options

Also listed under Options you can choose to Link Main Table to Chart, Adjust Price for Dividends or have Crosshairs off. You can choose to have the chart linked or unlinked to the Table. Linking the chart to the Table means that an item clicked in the Table will automatically be charted as the main ticker in the chart. If the chart is unlinked, then you can click freely in the Table without affecting the chart.