Navigation

Start Menu

All of Stock Rover’s features and capabilities are accessible from the vertical Start menu located on the left side of the screen. The Start menu is separated into five separate sections. There is also a search magnifying glass icon at the top to provide easy searchable access to product features, user creations such as portfolios, watchlists and screeners, and to individual tickers.

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Search

The search icon launches the search box which allows you to search for anything in the Stock Rover tool by keyword or ticker. This is a powerful capability that will search through Stock Rover and display all instances of your search term in your environment. For example, if you search for a specific ticker it will list the portfolios, watchlists and/or alerts associated with the ticker. Or, if you search by a keyword like “portfolio”, the results will display all the different tools having to do with portfolios and selecting a result will bring you directly to the panel for that result.

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You can read more about the details of Search in the Using Search Help Section.

Today’s Market

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.

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Research

The Research section is used for all stock, ETF and mutual fund research, both deep dives on individual tickers and comparative data across tickers in many different dimensions of financial, operational and price performance.

The Research section has several options for selecting and viewing data. Selecting Table, Chart, Insight displays that panel on the screen and hides the other panels. Selecting All returns the three main panels together (Table, Insight, and Chart) on the screen. Stock Ratings provides details on the ratings on any of the stocks.

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My Collections

The My Collections section allows you to manage all your Screeners, Portfolios and Watchlists. It also where you access all of the Portfolio Tools.

If you select Screeners, you will be brought to a management screen where you can see all of your screeners. From there, you can select an individual screener and make any required edits you desire, or you can run the screener. Similarly, selecting Portfolios or Watchlists will allow you to see and manage your individual portfolios and watchlists.

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More Tools

This section provides additional tools to help with investment research and notifications: Alerts, Earnings Calendar, Ideas Panel, Investor’s Library, and Metric Browser.

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Bookmarks

Bookmarks allow you to customize the Start menu with the parts of Stock Rover that you use most often and want quick access to.

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Please see Bookmarks help for more detail.


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