In Stock Rover, Views are containers that are named and contain a list of Stock Rover metrics that are displayed either in table or tile form. For example a View may be named Growth, and it could contain metrics like EPS 1 Year change %, Sales 1 year Change %, PEG Forward, Growth Rating vs. Peers etc.
We have two types of views, the Table View and the Tile View.
The Table View is available in all three paid plans and uses a spreadsheet-like paradigm.
The Tile View is available in the Premium Plus plan only and is a view that displays both tabular and graphical data together.
Below you can see the Table Layout selected along with a portfolio and a Table View called Profile.
The Profile View is displaying the metrics as columns for each of the tickers.
Right-clicking on a column or row exposes additional display options.
Views categorized into folders. To change to a different click on the Views pull-down menu as seen below then select a folder, followed by the desired view.
Views can also be selected by right-clicking on the View tab as seen in the screenshot below and then choosing the Switch View option which displays the list of folders.
New views can easily be created to contain the metrics you want to see together. The create option is available when you right-click on any view tab and select Create View.
Then select the type of View to create either Table View or Tile View.
Any view can be modified to include additional metrics or remove existing metrics. The Modify option can be accessed two different ways.
Any of the views can by renamed, copied, or deleted. These options are available when you right-click on any view tab.
Views are logically grouped into folders.
Selecting Modify Views allows us to modify the folder structure.
To Create a Folder, click on Views in the Views (Modify) window and select “Create Folder”.
The newly created folder will appear as the last folder. You can then drag and drop the folder to reposition it. Below we are dragging a newly created “My Favorites” folder to position it before the Ratings Folder.
Right-clicking on the Folder allows you to:
We can also drag and drop Views between folders. Below we are dragging the “Returns vs S&P500” view to the “My Favorites” folder.
Stock Rover has a library which contains the default views and other views available to be imported. The Browse View Library option is available when you right-click on any of the View Tabs.
Once in the library you can scroll thru the different views and select the ones you want to import.
All views can be exported to a .txt file and shared with other Stock Rover users or used as a backup copy. To export a view, right-click on the view tab and select ‘Export’. To import a Stock Rover view, right-click on the view and select ‘Import’ then browse to the file.
Custom metrics can be created and added to any of your views. As seen in the screenshot below you can create a custom metric by right-clicking on a View tab and selecting ‘Create Custom Metric’.
For more detailed information on creating custom metrics, see our Create Custom Metrics section. Note: Custom Metrics are only available in Premium Plus.