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Your Stock Rover account will have ten tabs loaded by default after the Summary tab. However, you can change the Insight Tabs to make them exactly what you want. Any tab can be hidden or reordered. The last four tabs can be altered, renamed, or deleted as well. You can also create new Insight tabs that are customized for your needs.
Each tab contains a series of tables and charts that are stacked vertically. You can have 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. The tables have print and export options. Charts come in seven varieties, ranging from Price to specific Valuation charts. The screenshots that follow illustrate the different types of tables and charts available.
On the banner of every user-configurable table or chart, there is a gear icon on the right side that allows you to edit the table or chart as you see fit. Additionally, for tables, there is a double arrow to the left of the gear that will auto-size the columns to the width of your display when clicked.
The Insight Tab feature is available for all subscription plans, including the Free plan.
Tabs 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 Insight Tabs button as shown below.
When you click on the Insights Tab button, you will see three menu items. The first is the edit capability for the Insight tab you are currently viewing, which in this case is History.
The second option is ‘Create a New Insight Tab’, highlighted in the screenshot below. This option will bring up a window where you can start creating a new Insight tab, as described in the next section.
The third option is ‘Manage Insight 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 is 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 populate it with up to six vertically stacked tables and charts. Each table and chart normally contains content appropriate for the overall theme of the tab. The new Insight tab can be launched from the Insight Tabs pull-down, as seen below.
The new tab window can also be launched by clicking the ‘New Insight Tab’ button from the Manage Insight Tabs window, as shown below.
That will bring up the Create Insight Tab window with a default name (which you can change) and a blank slate where you can add the tables and charts you want to see.
From the Create Insight Tab window, click the ‘Add Table’ or ‘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 ones. Tables and charts can be intermixed in any order. If you don’t like the order in which they render, you can rearrange them by dragging and dropping any table or chart row within the list to your desired location.
There are three types of tables you can add: History, Peer 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 displays the price, 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 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 seven key metrics (Price to Earnings, Price to Book, Price to Sales, Price to Cash Flow, Price to Free Cash Flow, EV/EBITDA, 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 of undervaluation (green), normal valuation (white), and overvaluation (red).
The Football Field Valuation Chart shows nine 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, Dividend Coverage, and Price. Together, they create a powerful visual presentation of valuation data.
The Scatter Plot Valuation Chart displays a point on the chart for each ticker from the dataset 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 axes. 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 will want to fill in the title for the table, use the dropdown to select the table type, and then select the columns you want. 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 the ‘OK’ button at the bottom to confirm your column selections.
Once you do that, you will see a list of the columns you selected, as shown below. If you want to change the order in which the columns appear, you can drag and drop the rows to reorder them.
Here we see the Add Table window completely filled out 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. Click the ‘Add Chart’ button, and a new window will open allowing you to create the chart you want to add. The window looks like this:
Similar to the table, add the title you want for the chart and 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 appropriate options. For example, for the Price chart, under the settings dropdown, you can control the chart type ($, %, logarithmic, or candlesticks) and choose whether to include dividends 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 them in any sequence you like. Reordering is done by dragging and dropping the tabs in the Manage Insight Tabs window, shown below. There is a tip toward the bottom of the 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 order.
Now, when Insight Tabs are displayed, you can see the 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 right now. Hiding is also the way to make the three fixed factory tabs—EPS, Dividends, and Monthly Returns—disappear, 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 content you like, but you want to modify it while retaining 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 here. In the example below, we create the copy with the default name for now.
When we click ‘OK’ to everything, we see that our Insight Tabs display has been updated with the copy.
Renaming can be done by clicking the edit button for the desired tab when you are in the Manage Insight Tabs window. It can also be done by selecting the tab for display in the Insight Panel and then selecting ‘Edit’ from the Insight Tab menu. In either case, you will open the Update Insight 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” in the Delete column for the tab you wish to remove, 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 open the Update Insight Tab window. Within that window, simply drag and drop the rows that represent the tables and charts into the order you prefer.
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 Insight Tabs. The first is to open the Update Insight Tab window as shown above and then click the edit icon for the table or chart you would like to change.
The second way is to click the gear icon directly on the table or chart you would like to modify, as shown in the screenshot below.
This will bring up the appropriate edit window where you can make any changes you would like to your table or chart.
