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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.
In the window, check the box to enable portfolio folders.
You can right-click on a folder to rename it.
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.
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.
When you click ‘Portfolios’ in the Navigation Panel, you can use the multi-select option to choose all or specific portfolios. Once the Portfolios button is selected in the Table, you’ll see a summary row for each selected portfolio and each portfolio folder.
You can also show all the tickers in the Table for all the chosen portfolios by selecting the Stocks button in the Table.
To rename a portfolio, right-click on the desired portfolio in the Navigation Panel and select ‘Rename Portfolio’ from the drop-down menu.
To copy a portfolio, right-click on the desired portfolio in the Navigation Panel and select ‘Copy Portfolio’ from the drop-down menu.
When “Copy with history” is checked, the newly copied portfolio is a replica of the original portfolio with full position and transaction history.
If the box is left unchecked, then just the current positions and the basis are brought over. The transaction history is left behind.
To delete a portfolio, right-click on the desired portfolio in the Navigation Panel and select ‘Delete Portfolio’ from the drop-down menu. Note that the delete action is permanent.
To delete multiple portfolios, right-click the portfolio folder in the Navigation Panel and select ‘Delete Portfolios’ from the drop-down menu. Note that the delete action is permanent.
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 a a portfolio, right-click on a selected portfolio in the Navigation Panel and select ‘Export Portfolio’ from the drop-down menu.
