Importing Items to Your Stock Rover Account

The Investors’ Library contains the following categories:

  • Screeners
  • Portfolios
  • Watchlists
  • Views
  • Metric packages for the chart (Premium Feature)
  • Custom metrics for the table and screening (Premium Feature)
  • Research links (for the Links tab in the Insight panel)

To browse all of the items in one of these categories, select a category on the left in the ‘Types’ panel, which will populate the right-side panel with any items in the library of that type. When you select an item, its description will appear in the panel below. You can sort the library items by name, creator, or creation date by clicking on the column headers.

investors' library select

You can search for any item in the library by using the search box on the right of the Library window. When you enter in your search terms, any results that match by name, creator, or description of the selected type will appear below. Currently you cannot search by the contents of an item in the library.

Check an item’s box under the ‘Import’ column to add it to the list of items to be imported. You can import multiple items of different types. In other words, you can check several items to import, and then browse other categories before importing all items. When you are ready to import your selected items, click the Import button at the bottom.

Overview of the... Greyed Out Items