Introduction
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This is Ken Leoni VP of Marketing at Stock Rover In this video I’ll show how you can customize Stock Rover “Visuals”. If you haven’t yet I would encourage you to check out our Visuals Overview Video first.
The Visuals feature is available for all subscription plans including free.
What are Visuals?
First – what are Visuals? Well they are a combination of charts and tables that display key metrics for a stock or ETF. The concept behind visuals is to deliver to an investor the key metrics they want to see, with the structure they want, and formatted the way they want to see them.
Stock Rover comes with a starter set of 7 out of the box Visuals, which are accessible from the Insight Panel.
Customizing Tabs
We’ve made it very easy and intuitive to create and customize Visuals. It really is as simple as clicking on the Visuals button. When you click on the Visuals button, you will see two menu items. The first item allows you to edit the currently selected visual tab, which in this case is History.
The second menu item allows us to manipulate the tabs. You’ll note Edit and Copy are grayed out for the first three tabs as their format is fixed, though they can be moved or hidden. However, we can edit, copy, move, hide, or delete the remaining four tabs, as well as any new tabs we create.
Creating a new Tab
Creating a new visual tab is simple enough. The first thing we’ll want to do is name the tab to something that is meaningful, for example “My Go to Tables and Charts”.
We can then populate the tab with any combination of Tables and Charts. A tab can be populated with up to six vertically stacked tables and charts.
Let’s take a closer look at creating a table in “My Go To Tables and Charts” tab.
Adding Tables
We’ll “Add Table” – Note there here are three types of tables you can add: History, Peer Comparison and Market Comparison.
The History Table shows a list of metrics over time, where the columns are the selected metrics and the rows are the time periods. Time periods can be quarters or years. Years can be calendar years or rolling 12-month periods, known as TTM (trailing twelve months).
The Peer Comparison Table shows a list of selected metrics vs. peers, where the columns are the metrics and each row is a different peer.
The Market Comparison Table compares the stock averages for a number of metrics vs. its industry and vs. the S&P 500.
Let’s add a History Table
- We’ll name it Per Share
- We want to show calendar years
- Click add Column
- Search for Per Share
- Select Cash Per Share, Debt Per Share, Equity Per Share, Free Cash Flow Per Share, Net Cash Per Share, and Sales Pers Share
- Let’s move Free Cash Flow Per Share to be the last column in the Table.
- Note we can Add Columns as well as Delete columns at any time.
- Click OK
Adding Charts
Note we can add more Tables if we like, however let’s Add a Chart to this Visual Tab.
Similar to the table, you add the title you want for the chart and then use the dropdown to select the chart type. Depending on the chart type you select, there will be additional controls where you can enter the options appropriate for the chart you selected.
There are three chart types
- The Price Chart shows a line chart displaying the price over time and may include benchmarks, technicals, and events. The price can include or exclude dividends via an option in the Settings button. With dividends included, the chart is known as a Total Return chart. You can select the time period, add benchmarks, technicals, and events such as earning announcements, splits and dividends. The chart display can be price $, price %, candlesticks., or price logarithmic.
- The One Fundamental Chart shows a chart of the price, along with any desired benchmarks and one fundamental metric. There are many fundamentals to choose from such as Price to Earnings, Price to Book, Price to Sales, Cash Flow, Free Cash Flow, Operating Margin, Long Term Debt and more.
- And Multiple fundamentals compares different metrics for a single company.
Let’s graph multiple fundamentals.
- We’ll name the chart Sales, Net Income, and Price Earnings
- We’ll go back 10 years
- Let’s pick Sales, Net Income, and Price Earnings
- OK
- OK
- Save
As we can see this Visual Tab has 1 table and 1 graph.
- Note by selecting the gear, we can make changes to the table and the chart.
- If we go to Edit Visual
- We can edit, copy, or delete tables and charts
- We can drag and drop to change the order within the Visual
- Save
Arranging Tabs
Let’s go to → Manage Visual Tabs
Notice that there is a similar look and feel when we are affecting tabs as when we were affecting the chart and tables within a tab.
We can edit, copy, hide, and delete, we can also drag and drop. Let’s hide the Visual we just created. Let’s go back and unhide. Using this technique, you can have a whole set of Visuals at the ready and either display all of them or a subset of them.
Conclusion
Visuals bring an enormous amount of power and flexibility to your investment information display.
The really great thing about Visuals is the ability to customize your display, save them, and have them at the ready.
Customization lets you tailor Stock Rover so that you get the data you want to see, with the structure you want, and formatted the way you want to see it.
Leveraging Visuals makes your investment research process far more efficient, productive and rewarding.