Contents
The Stock Rover interface is designed to provide a clear and functional layout for accessing data, tools, and features. Key areas of the platform—such as the Main Window, Start Menu, and Search Bar—work together to support research, portfolio management, and market tracking. This section introduces each of these components to help you understand how they fit into your workflow.
The Stock Rover main window is organized into several interconnected components.
1. The Multipurpose Toolbar: Running from left to right, the toolbar provides quick access to essential functions. You’ll find the Stock Rover logo (click it to open the homepage in a new tab), optional breadcrumb navigation, a ticker search box, your Quotes list, current market information, and an account settings dropdown menu labeled with your account name.
2. The Start Menu: The grey Start Menu on the left is your gateway to all of Stock Rover’s powerful features and capabilities.
3. The Navigation Panel: The content of this panel changes dynamically, reflecting the dataset you’ve chosen under “My Collections” in the Start Menu (such as Quotes, Portfolios, Watchlists, Screeners, or World). It serves as your primary location for selecting tickers to research, managing the tickers in your portfolios and watchlists, and modifying screening criteria.
4. The Layout Selector: This dictates how your research results are displayed, letting you choose to view the Table, the Chart, the Insight Panel, or all three concurrently.
All of Stock Rover’s features and capabilities are accessible from the vertical Start menu located on the left side of the screen.
You can easily tailor the Start Menu to your preferences. Simply click the hamburger icon (☰) to open customization options.
For quick access, use the magnifying glass icon to search for product features, your custom creations (like portfolios, watchlists, and screeners), and individual tickers.
To make it easier to find what you need, the Start Menu is organized into four main sections, with a optional fifth section called Bookmarks:
Today’s Market section has two features. First is the Dashboard, where you can display detailed information regarding your portfolios and the individual holdings within your portfolios. The second is Markets where you can get a plethora of information on current market activity including domestic and foreign markets, key stocks, ETFs, bonds, and commodities.
This section is your central hub for researching stocks, ETFs, and mutual funds. You can conduct a deep dive on individual tickers or perform a comparative analysis across multiple tickers, covering various dimensions of financial, operational, and price performance.
You have several options for selecting and viewing data: selecting Table, Chart, Insight from the top of the Start Menu will show only that specific layout, while choosing All will display all three layouts (Table, Chart, and Insight) together.
Additionally, this area allows you to manage all your Portfolios, Watchlists, Screeners, and Quotes.
You can customize this section with various tools to help you effectively manage and monitor your portfolios.
You can customize this section with additional tools to help with investment research and notifications.
Bookmarks allow you to customize the Start menu with the parts of Stock Rover that you use most often and want quick access to.
You can customize the Start Menu to best suit your needs by clicking the hamburger icon (☰), located in the top left corner of the Start Menu. Clicking this icon will open a configuration menu with different modes to choose from:
1. Simple:
2. Full
3. Custom
Context-Specific Options:
When you right-click directly on an item like Portfolios, Watchlists, or Screeners within your Start Menu, you’ll see a menu with actions specifically tailored to that feature. For example, right-clicking on a Portfolios will give you options like “Create New Portfolio.”
Accessing All Features:
Clicking Anywhere Else: If you right-click on any other area within the Start Menu you’ll bring up a menu that provides access to all available features.
This right-click functionality is particularly handy when you’re using Simple or Custom Mode. In these modes, you have chosen to display a subset of features. However, by simply right-clicking anywhere in the menu (outside of Portfolios, Watchlists, or Screeners), you can instantly access the full range of Stock Rover’s capabilities without having to switch modes. It’s a quick and efficient way to find that less frequently used feature when you need it.
The Search Bar is a powerful tool that allows you to search through all of Stock Rover’s built in features and metrics. Searching also encompasses all of the customizations you have made in your Stock Rover account. Search results are grouped into the following sections:
Actions and Capabilities will display all Stock Rover features that match your search phrase. For example if you search for “portfolio”, the results in this section will list all of the actions or capabilities available for portfolios. Selecting an item in this section will to take you directly to the selected feature in Stock Rover.
Tickers displays all tickers that at least partially match your search term based on the ticker or the company name. Selecting a ticker from the search results will automatically add the ticker to the Quotes List and add the ticker as a Quote to your current Table.
Portfolios displays portfolios with names that match your search term. Selecting a portfolio from this section will load the portfolio in the Table.
Watchlists displays watchlists with names that match your search term. Selecting a watchlist from this section will load the watchlist in the Table.
Ticker in Portfolios displays portfolios that contain a ticker that matches your search term. Selecting a portfolio from this section will load the portfolio in the Table.
Ticker in Watchlists displays watchlists that contain a ticker that matches your search term. Selecting a watchlist from this section will load the watchlist in the Table.
Ticker in Alerts displays alerts that are based on a ticker that matches your search term. Selecting an alert from this section will load the Alerts page.
Metrics displays metrics that match your search term. Selecting a metric from this list will add that metric to the current view displayed in the Table.
Tips displays tips from Stock Rover Help that are related to your search term. Selecting a tip from this list will open a new window with the the selected page from our Help.
Columns in Views will display all existing views that contain metrics that match your search term. Selecting a view from this list will display that view in the Table.
Notes will display tickers that match your search term either ticker name or term in notes. Selecting this term from the list will open the Notes window.
Tags displays tags that match your search term and all the tickers associated with the tag. Selecting a tag from this list will open the Manage Tags window.
