Managing a Portfolio

Introduction

This section describes using the Portfolio Management window, which allows you to do everything you need to manage portfolios in one place. For example, you can view, organize, update, run, chart, export portfolios from here.

Launching the Portfolio Management Window

Clicking on Portfolios in the grey menu bar launches the Portfolio Management window.

portfolio

Copying a Portfolio

Right-clicking a selected portfolio in the portfolios panel and selecting ‘Copy Portfolio’ from the drop-down menu or clicking ‘Copy this Portfolio’ in the Portfolio Links panel initiates a copy operation.

portfolio

Deleting a Portfolio

Right-clicking a selected portfolio in the Portfolios panel and selecting ‘Delete Portfolio’ from the drop-down menu or clicking ‘Delete this Portfolio’ in the Portfolio Links panel initiates a delete operation. This action is permanent.

portfolio

To delete multiple portfolios, right-click the portfolio folder in the Portfolios panel and select ‘Delete Portfolios…’ from the drop-down menu. This action is permanent.

Exporting Portfolio

Portfolios can be exported to a .csv file for subsequent import into a spreadsheet program. They can also be exported as a .txt file in Stock Rover Format for future import back into Stock Rover. The .txt file can be shared with other Stock Rover users or used as a backup copy.

To export an item, right-click on a selected portfolio in the Portfolios panel and select ‘Export Screener’ from the drop-down menu or click ‘Export in Stock Rover Format’ or click ‘Export as a CSV File’ in the Portfolio Links panel.

portfolio

Charting Portfolio

Clicking the Chart vs Benchmark in the main window of the Portfolio Management window switches to the Chart Layout where the portfolio will be charted along with its benchmark.

portfolio

The screenshot below shows the chart of a portfolio along with its benchmark.

portfolio

You can you add additional compare tickers in the chart to compare the portfolio’s performance to select stocks, ETF’s, other benchmarks or even other portfolios. All charted portfolios assume dividend reinvestment, even if the Chart’s ‘Adjust Price for Dividends’ setting is not selected. To learn more about charting please see the Charting Overview. After charting, to get back to the Portfolio Management window, you can use the Browser back button or click on ‘Portfolios’ in the grey menu bar on the left.

Organizing Portfolios in Folders

You can organize your portfolios into groups. To enable portfolio folder grouping in order to organize your portfolios into folders, go to your user name in the top right corner and in the drop-down menu select the ‘Preferences’ item.

portfolio

In the window, check the box to enable portfolio folders.

portfolio

Now all of your portfolios will be in a ‘Default’ folder in the Navigation panel. You can right-click this folder to rename it.

portfolio

To create more portfolio folders, right-click on the ‘Portfolios’ folder and select ‘Create Folder’ from the drop-down menu. After giving it a name, it will appear under ‘Portfolios’ in the portfolio list panel as well as the Navigation panel.

portfolio

From here, you can just drag and drop the portfolios into the different folders. You can also drag and drop the folders themselves to rearrange the order. Now when you click ‘Portfolios’ in the Navigation panel, you’ll be able to see the summary of each of the portfolio folder groupings displayed in the Table, as shown below.

portfolio


Top
Updating a Portfolio Connecting to a Brokerage