Multi-Select

Overview

The multi-select capability allows you to quickly and easily select multiple items for research and display.

  • Multi-select at the Portfolio, Watchlist, or Screener level
    This option makes it easy to combine a selected set of Portfolios, Watchlists, or Screeners into the Table for research.
  • Multi-select at the ticker level
    This option makes it easy to perform the same action on a group of tickers or items within the Table. It can be useful for a variety of operations like tagging, coloring, portfolio trades, adding a set tickers to a watchlist or deleting alert history.

Checkboxes

Checkboxes is an option to select multiple portfolios, watchlists or screeners for inclusion into the Table. It can be useful when you want to perform research across portfolios or watchlists, or want to run multiple screeners at the same time.

When you click on a folder or subfolder, check boxes appear next to the folder items. You can either select all folder items or a subset of folder items.

Using Portfolios as an example, Under “Portfolios” we selected the Portfolios folder and chose to populate the Table with tickers from two Portfolios.

multiselect portfolios

Under Watchlists we selected the ETF subfolder and chose to populate the Table with tickers from all the subfolder’s Watchlists.

multiselect watchlists

Multi-select rows

Multi-select is an option to select multiple items in a Table if you want to perform the same action on a group of tickers or items. It can be useful for a variety of operations like tagging, coloring, portfolio trades, adding a set tickers to a watchlist or deleting alert history.

You perform a multi-select operation holding down the Shift or Control Key on the keyboard. With the Shift key you can select a contiguous set of rows. With the CTRL key, you can select individual rows, one by one, that may or may not be next to each other.

For the Shift key, you first select a ticker in the Table, which is the top row in the group you want to select. Then you scroll down to the last item you want to select and then hold the Shift key when selecting the last item, and Stock Rover will highlight all the items between the first and last items selected, as shown in the screenshot below. You can then perform an action on the group by right-clicking which will bring up an action menu where the selected action will apply to the selected group.

Multiselect

For the CTRL operation, you hold down the CTRL key and then click on the items you want to perform the action on. This selects the items individually as shown in the screenshot below.

Multiselect


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Right Clicking Drag and Drop