The Visuals feature is available for all subscription plans, including free.
There is a video that demonstrates the Visuals in action. The video can be viewed here. Please note that this video was recorded on a slightly earlier version of Stock Rover, so there may be some minor differences between the product you experience and this video.
Visuals is a fully user customizable display that is part of the Insight Panel. And as they say, one picture is worth a thousand words. Below is an example of the Visuals tab within Stock Rover’s Insight Panel.
Out-of-the-box Stock Rover ships with seven different tabs or sections under the Visuals tab of the Insight Panel. Each tab shows different information for the selected ticker. For the purposes of these examples we are using Apple (AAPL) as our example ticker. The seven tabs in order are: EPS, Dividends, Monthly Returns, History, Technicals, vs Peers and vs Industry.
The first three tabs, EPS, Dividends and Monthly Returns, are factory defined, meaning their content cannot be changed. However you can change the order in which they appear in the Visual tab list or you can hide the tab altogether.
The next four tabs, History, Technicals, vs Peers and vs Industry, are completely user definable. That are examples of what can be done with Visuals customization. They are also a nice starter set, showing off the capabilities of Visuals, while providing very useful information.
Your Stock Rover account will have these seven tabs loaded by default. However, you can change Visuals to make it exactly what you want. Any tab can be moved in the order or hidden. The last four tabs can be altered, renamed or deleted as well. You can also create new Visual tabs that are customized for your needs.
Each tab contains a series of tables and charts that are stacked vertically. You can up to twelve separate tabs. Each tab can have up to six tables and charts and they can be ordered in any sequence you like. Tables come in three varieties: History, Peer Comparison and Market Comparison. Charts also come in three varieties: Price, One Fundamental and Multiple Fundamentals. The screenshots that follow will illustrate the different types of tables and charts available.
On the banner of every user configurable table or chart on the right side is a gear that allows you to edit the table or chart as you see fit. Additionally for tables, to the left of the gear, there is a double arrow that will auto-size the columns to the width of your display when you click it.
The Earnings Per Share or EPS tab displays Sales, EPS and Cash Flow Per Share data for the selected ticker. The data is presented in both chart and tabular form. The underlying stock price is shown on the chart so you can see how well the stock’s price change tracks against sales, EPS and cash flow changes over time.
You can change whether the chart shows quarterly or yearly periods and the time frame to consider (5 years, 10 years or Max). You can also eliminate or or add back any line in the graph by clicking on its legend.
The Dividends tab allows you to see the dividend history of a stock, ETF or fund, along with additional data pertinent to dividends.
The dividend chart shows the total dividends for each year. The gray background displays the pricing history of the ticker. Note if there is a light blue bar for the last year, this means this is not a complete year.
The graph to the right of the dividend chart shows the Price Change (%) and the Total Return (%), which incorporates dividends in the returns for the selected ticker.
Below the chart is a table that displays the actual dividend payments, grouped by year. You can control whether to see the actual payments or just the yearly dividend summary. You can also sort the table in either ascending or descending order by date. Both options are controlled by the check boxes above the table.
The lower right side of the Dividends tab displays information regarding the upcoming dividend, dividend rate and yield information, and additional statistics on payout ratio, coverage and dividend growth.
The third tab is Monthly Returns. This is a new section designed to show you the seasonality of a stock, ETF or fund. This section makes it easy to see if there is a historic pattern during different times of the year when an investment performs well or poorly.
You can control the time frame to view from 1 year to over 10 years. You can also control whether the monthly returns displayed are absolute or relative to the S&P 500 benchmark.
There are two charts, the first showing the monthly returns in chronological order, and the second showing the average return per month across the years.
Below the two charts is a table showing the monthly return data in tabular form.
The first three tabs shown above have a fixed display format. You can however can change the tab order position and you can even hide the tab if you don’t want to see it.
The next four tabs are completely user configurable. You can alter the content and format, rename or delete them and create your own tabs. The mechanics for doing this is available in the Customizing Visual help section.
Stock Rover gives you a running start with the Visuals feature by pre-configuring the tabs in a way that we think many investors will find useful. The first of these four user configurable tabs is History.
History is designed to give you a succinct look into the historical performance of a company along many key metrics. The section starts with a chart that graphically shows the Sales, Net Income and Price to Earnings ratio over time. This allows you to correlate the financial performance of the company over time with how the market is valuing it.
The next three tables show key metrics from the Income Statement, Balance Sheet and Cash Flow Statement over time.
The final table shows key profitability metrics and how they are changing over time.
The Technicals tab contains five charts followed by a table of technical indicators for the selected stock as well as some of its key peers for comparison purposes.
The first chart is a price chart showing the stock’s performance over time along with its moving averages and the S&P 500 for comparison purposes. The chart also includes dividend payment information and a maximum drawdown event triangle, which shows you the period of worst performance for the stock in the period. Hovering over the triangle with your mouse will show the maximum drawdown percentage.
The next three charts show the Volume over Time, the Moving Average Convergence Divergence (MACD) lines and the MFI or Money Flow Index.
Bollinger Bands is the final chart, showing the price along with a set of price envelope bands constructed from the 20 day moving average with a width of two standard deviations of price movement.
The Technical Indicators table is the last part of the Technicals tab. It shows key technicals in tabular form for the selected stock and its key peers, so you can compare the technical strength of a stock vs. its brethren.
The vs Peers tab contains extensive information about a stock vs. its closest peers. There are five separate tables and a chart. The first three tables show the stock compared to its peers along key metrics in the categories of Valuation, Growth and Fair Value as shown in the screenshot below.
Then a chart follows that shows the performance of the stock vs. its Industry, Sector and the S&P 500. Note that by clicking on any of the legend labels, the corresponding chart line can be flattened so you can see performance relative to a baseline. Clicking the label again will remove the baseline.
For example, the two charts below show Apple, the Consumer Electronics Industry, the Technology Sector and the S&P 500 below for a one year period. The second chart has the same data as the first, but the chart lines are drawn relative to the S&P 500, which is set as a baseline.
The chart below has the same data as the chart above, but with the S&P 500 baselined.
The second to last table shows the returns of the stock compared to its industry and the S&P 500 over the last 5 days, 1 month, 1 year and 5 year periods. The last table shows key metrics for Price Strength and Drawdown Risk.
The final tab in Visuals shows key information about the stock vs. its industry and vs. the S&P 500 in tabular form. There are four sections that cover Risk and Returns, Growth, Profitability and Dividends.
There is a video that demonstrates customizing visuals. The video can be viewed here. Please note that this video was recorded on a slightly earlier version of Stock Rover, so there may be some minor differences between the product you experience and this video.
Visuals allow you to customize and present the exact data you want to see, organized exactly the way you want to see it.
It all begins by clicking on the Visuals button as shown below.
When you click on the Visuals button, you will see three menu items. The first is the edit capability for the Visuals tab you are currently on, which in this case is History.
The second is Create a New Visual Tab, highlighted in the screenshot below. This option will bring up a window where you can start creating a new Visual tab as described in the next section.
The third is Manage Visual Tabs. This option allows you to control the tabs as a group. When you select this menu item, a new window appears as shown below.
Note that the EPS, Dividends and Monthly Returns edit, copy and delete icons are grayed out. This is because the format of these tabs are fixed and cannot be edited.
From this window, you can perform a wide variety of operations.
Creating new tabs is straightforward. You create a tab, name it, decide where in the tab order it should be positioned and then you populate up to six vertically stacked tables and charts. Each table and chart normally contain content appropriate for the overall theme of the table. The new Visual tab can be launched from the Visuals pull down as seen below.
The new tab window can also be launched by clicking on the New Visual Tab button from the Manage Visual Tabs window as shown below.
That will bring up the Create Visual Tab window with a default name which you can change, and a blank slate to which you can then add the tables and charts you want to see.
From the Create Visual Tab window, you click on the Add Table or the Add Chart button. This will bring up a new window where you specify the design of the table or chart you want to create.
Each table or chart is added below the preceding tables and charts. Tables and charts can be intermixed in any order. If you don’t like the order that the tables and charts render in, you can change the order by dragging and dropping any table or chart row within the list to the location you want.
There are 3 types of tables you can add: History, Peers Comparison, and Market Comparison.
The History Table shows a list of metrics over time, where the columns are the selected metrics and the rows are the time periods. Time periods can be quarters or years. Years can be calendar years or rolling 12-month periods, known as TTM (trailing twelve months).
The Peer Comparison Table shows a list of selected metrics vs. peers, where the columns are the metrics and each row is a different peer.
The Market Comparison Table compares the stock averages for a number of metrics vs. its industry and vs. the S&P 500.
The screenshot below shows an example of each table.
There are seven types of charts you can add:
The Price Chart shows a line chart displaying the price over time. The price can include or exclude dividends via an option in the Settings button within the Create Chart window. With dividends included, the chart is known as a Total Return chart. You can select the time period, add benchmarks, technicals, and events such as dividends, earnings announcements and splits. The chart display can be price $, price %, price logarithmic or candlesticks.
The One Fundamental Chart shows a chart of the price, along with any desired benchmarks and one fundamental metric all charted together. There are many fundamentals to choose from such as Price to Earnings, Price to Book, Price to Sales, Cash Flow, Free Cash Flow, Operating Margin, Long Term Debt etc.
The Multiple Fundamentals Chart shows multiple fundamental metrics charted together.
The Price vs. Fundamental Valuation Chart shows a line for the selected fundamental and is rendered in the same chart as the ticker’s price. Both lines begin at the same point so you can see how the fundamental value varies over time relative to the price. The area under the fundamental line is shaded. Optionally, a simple moving average of the price can be included.
The Historical Range Valuation Chart shows one of 7 key metrics (Price to Earnings, Price to Book, Price to Sales, Price to Cash Flow, Price to Free Cash Flow, EV/EBDITA, Dividend Yield) over time relative to its historical range. The historical range is selectable at 1 year, 2 years, or 3 years. The graph background is colored to show regions undervaluation (green), normal valuation (white), and overvaluation (red).
The Football Field Valuation Chart shows 8 key valuation metrics all together. Price to Earnings, EV/EBITDA, Price to Book, Price to Sales, Price to Cash Flow, Price to Free Cash Flow, Dividend Yield, and Price are displayed. Together they create a powerful presentation of valuation data.
The Scatter Plot Valuation Chart displays a point on the chart for each ticker from the dataset that is selected in the navigation panel. The location of the point for each ticker is based on the values of the x-axis and y-axis metrics you have selected for display.
There are a number of metrics available for selection for the x and y axis. Metrics can be selected from within any of the following metric groups; Fair Value, Grades and Scores, Returns, Stock Rover Ratings, Valuation, and Valuation Yields.
Optionally, a regression line and quadrant separators can be included in the Scatter Plot.
If you click on the Add Table button, a new window will open that allows you to create the table you want to add to the tab. The window looks like this:
You are going to want to fill in the title for the table, use the dropdown to select the table type, and then select the columns you want in the table. Adding columns will present a window that looks like this:
To populate the table with the columns you want, just check the boxes of the columns you would like to include. When you are done, click on the OK button on the bottom to confirm the column selections.
Once you do that, you will get a listing of the columns you selected as shown below. If you want to change the order the columns appear in the table, you can drag and drop the rows to reorder them as you like.
Here we see the Add Table window completely filled and ready to be added to a tab. Clicking OK will add the table to the tab.
Adding a chart is similar to adding a table. You click on the Add Chart button, then a new window will open that allows you to create the chart you want to add to the tab. The window looks like this:
Similar to the table, you add the title you want for the chart and then use the dropdown to select the chart type. Depending on the chart type you select, there will be additional controls where you can enter the options appropriate for the chart you selected. For example, for the Price chart, under the settings dropdown, you can control the chart type ($, %, logarithmic or candlesticks) and whether to include dividends or not in the returns.
Below you see the same chart window as above, but with a new title, a time period selected and selections made for Benchmarks, Technicals, and Events as indicated by the numbers next to each label.
You can reorder tabs to display tabs in any order you like. Reordering tabs is done by dragging and dropping the tabs in the Manage Visual Tabs window, shown below. There is a tip toward the bottom of the Manage Visuals Tabs window to remind you.
In the example below, after some dragging and dropping, we have a new tab order that is the reverse of the original tab order.
Now when Visuals is displayed, you can see new tab order as shown below.
You can hide tabs if you want to keep them for future use, but don’t want to view them now. Hiding is also the way to make the three fixed factory tabs, EPS, Dividends, and Monthly Returns, disappear if you want to, as they cannot be edited or deleted. Just check the boxes in the Hide column. The screenshot below shows this, hiding the three fixed factory tabs.
Now the display only has four tabs, all of which are completely editable by you.
Three other common operations are copying, renaming and deleting tabs.
Copying is typically done when a tab has stuff you like, but you want to change it – yet you still want the ability to be able to get back to the original tab. To copy, simply click on the copy icon.
This will pop up a second window, where you can name the new copy. You can also edit it. In the example below we create the copy with the default name for now.
When we say OK to everything, we see that our Visuals display has been updated with the copy.
Renaming can be done by clicking on the edit button for the desired tab when you are in the Manage Visual Tabs window. It can also be done by selecting the tab for display in Visuals and then selecting the Edit item from the Visuals menu. In either case, you get the Update Visual Tab Window where you can type a new name into the title box and then save it via the OK button, as shown below.
Deleting tabs is easy. Just click on the “x” next in the Delete for the tab you wish to delete, as shown below.
Tables and charts can be displayed in any order you like. To change the order, follow the steps described in the preceding section to display the Update Visual Tab window. Within that window, simply drag and drop the rows which represent the tables and charts into the order you would like.
You can easily change the content of any table or chart. This includes the type of table or chart, its title, and the definition of the data to display.
There are two easy ways to do this in Visuals. The first is to render the Update Visual Tab window as shown above and then click on the edit icon for the table or chart you would like to change.
The second way is to click on the gear icon on the table or chart you would like to modify as shown in the screenshot below.
This will bring up an appropriate edit window where you can make any changes you would like to your table or chart.