Portfolio Overview

Portfolios are designed to track the stocks you actually (or hypothetically) own. Portfolios maintain a list of the individual investments (stocks, ETFs, mutual funds), and, for each investment, the number of shares and the average purchase price for the shares. Historical positional information is maintained so Stock Rover can accurately track portfolio performance over time. Stock Rover uses this information to calculate detailed performance data for the portfolio.

Stock Rover has a number of additional capabilities to help you manage your portfolios, including automatic brokerage connection, projecting future dividend income, trade planning and rebalancing tools, in-depth portfolio analytics, alerting and automatic email performance reports. The following sections describe all of these capabilities in detail.

Connecting to a Brokerage