Creating Percentage Based Portfolios

Importing a Percentage Based Portfolio

Portfolios can be created by importing a file with percentages instead of quantity. There are two ways to do this in Stock Rover. The first way is by importing a .txt or .csv file. This method allows the creation of portfolios with any percentage for any ticker. You can learn more about this capability in the Portfolio Import section of help.

The second way, which creates equal weight portfolios only, is described in the next section.

Creating an Equal Weight Portfolio from the Table

You can create an equal allocation portfolio by selecting several tickers in the Table and right-clicking them to trade in the portfolio.


You can choose to “Buy All Equally” in a new portfolio and specify and amount for each ticker.


Importing a New Portfolio Viewing a Portfolio