Columns

Adding

Columns can be added two different ways. The first way can be found next to the Actions Menu in the Table’s toolbar. The ‘Add Column’ button can be clicked and a search box will display where you can type in the name of a column. As you type, an auto-fill suggestion box will appear, matching both by column name and description, and you can select from the list of options. The column will be added to the right of the Ticker column. If it is a numerical column, it will be added to the right of any non-numerical columns. If the metric is already in a different view, that will be listed in the result, and the view name will be hyperlinked, allowing you to jump to that view instead of adding the column to the current view. Also available is the Browse button next to the search box.

Adding

Clicking Browse will bring up this menu where you can browse thru the metric folders and add new columns.

Adding

Typing 52 into the search box matches all metrics that have 52 in the name or description.

Adding

The other way to add columns as seen in the screenshots below is by right-clicking on a column and select ‘Change Columns’.

Adding

This displays the Table View window where you can select the metrics to add.

Adding

Creating

With a Premium Plus subscription you can create custom columns. Custom columns are created by creating an associated custom metric that is displayed as a column. A custom metric is a unique formula created by you that allows you to create your own financial metrics and have them integrated into Stock Rover as if they were built into the product. Custom metric creation is easy. Custom metrics are also quite powerful as they can source current or historical data from any of the over 700 existing metrics in Stock Rover.

Please refer to our help section Custom Metrics for more detail on how to create them. To view more detail on the functions available within custom metric definitions, please refer to the Custom Metrics Functions help section. To view a few examples of Custom Metrics, please refer to the Custom Metrics Examples page.

Removing

Columns can be removed two different ways. The first is to right-click any of the columns and select Remove Columns as seen in the screenshot below.

Removing

The second option is by selecting Change Columns, this displays the Table View window and here you can select the metric(s) to remove as seen below in the screenshot.

Removing

Rearranging

The columns can be rearranged two different ways as seen in the screenshots below. In the first example, columns can be dragged and dropped in the table. To do this just click and hold a column header to move that column to a new spot. The second example shows the Table View window which can be accessed from the Change Columns option.

Rearrange

The Table View window allows you rearrange column order by dragging and dropping under Your Columns.

Rearrange

Resizing

Auto-Resize

Columns in Stock Rover tables are inherently different widths. Additionally, the number and composition of the columns displayed in a table is variable and configurable. A third consideration is the size of the table a set of columns are displayed in can vary based on the size of the browser window. This can lead to horizontal column scrolling if all the columns don’t fit, or wasted space in the table if the columns don’t use all of the table’s real estate.

To address this situation, there is a automatic resize button available in the Table that allows you automatically fit all of your columns into the window. The screenshot below displays the icon that performs this task.

ColumnstoFit

The auto-resize function only applies to the current view.

Please note that you can’t undo this action. But you can manually resize any column simply by dragging the edges of its header. See the next section for more detail.

Single Column

The columns can be resized manually by simply dragging the edges of its header.

ResizeOneColumn

Explaining

Every metric has a definition associated with it, which you can see this by right-clicking on the column and selecting ‘Explain’.

Explaining

Once selected an explanation window will display.

Explaining

The auto-resize function only applies to the current view.

Please note that you can’t undo this action. But you can manually resize any column simply by dragging the edges of its header. See the next section for more detail.

Sorting

The Table can be sorted by any column in either ascending or descending order. To sort the Table, simply click on the column header that you would like to sort by. If the column is unsorted, clicking on the column header once will use that column’s values to sort the Table in ascending order (the arrow next to the column name, circled in screen shot below, will point up). Clicking on a column already sorted in ascending order will reverse it, sorting it in descending order (the arrow next to the column name will point down).

Sorting

Alternatively, you can right-click the column header and select either ‘Sort Ascending’ or ‘Sort Descending.’

Sorting

Sorting Multiple Columns

We have the ability to sort on multiple columns. This is most useful when one of the sorted columns has lots of duplicate values. For example columns that contain metrics like Exchange, Sector, Industry or Morningstar Rating are all likely to have a lot of duplicate values. In the example seen below, we clicked on the Market Cap column first to sort it, then we clicked on the Exchange column. The result is the display is sorted on the Exchange metric with the Market Cap metric sorted within each Exchange value.

Sorting

Grouping

To group the stocks in the Table by color, currency, industry, sector, or tag, right-click on any column in the table and mouseover ‘Group By’ and select from the menu.

Grouping

Filtering

A filter will reduce the number of tickers displayed in the Table to only those that meet the filter criteria.

Add Filters

To filter the table, right-click on any of the columns you want to filter by and enter the values you for the criteria, see screenshots below for different examples. In the first example you enter the value.

Filtering

In this example below, you select the sectors you want to see.

Filtering

Remove Filters

There are several ways to clear the filter. The first way is you click on the Active Filters in the top blue bar of the table as seen below and click ‘Remove All’ or the ‘x’ next to the filter you want to remove.

Filtering

Another way, as seen below, is you can click on the filter icon below the views bar and click ‘Remove All’ to remove all filters, or the ‘x’ next to the filter if you want to remove a specific filter.

You will also notice the individual filters listed in the white bar above the table. Here you can click the ‘x’ for the filters you want to remove.

Filtering

The Membership filter has an exclusion option. If ‘Exclude Selections’ is checked and then certain memberships are checked it will display all the memberships except for the ones checked.

Exclusion Filter

Coloring

To color a column, simply right-click on any of your column headers or click on the drop down menu and select ‘Color’ from the menu.

Coloring

Viewing Historical Data

Historical data can be viewed by right-clicking on any of the columns in the table. This will open the historical data window where you can chose TTM, Quarterly and Yearly data. Click ‘Done’ on the window to go back to the table.

HistoricalData

Historical data can also be viewed by right-clicking on any of the ticker symbols or rows in the table and select ‘Historical Data’. This will open the historical data window where you can chose TTM, Quarterly and Yearly data. Click ‘Done’ on the window to go back to the table.

HistoricalData

Below is a sample of the historical data window. If you are a Premium or Premium Plus subscriber, you can detach the window so it freely floats by clicking on the detach icon (window with diagonal arrow) in the upper right hand corner of the historical data window.

HistoricalData


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