Introduction to Stock Rover - Part 1

Overview

Stock Rover helps you make smart, independent investing decisions, and stay organized in the process. It’s for everyone from financial professionals who require advanced analytical tools to novice and intermediate investors who want to develop competence and strengthen their investing. With Stock Rover’s online research portal, you can get market news, analyze portfolios, compare securities side by side, screen for stocks and ETFs, deep dive into a single company, and much more.

In these two introductory videos, I’ll take you on a tour of Stock Rover to show you some of the many ways it can help you become a better, more confident investor.

Layout and Navigation

When you login to Stock Rover, this is what you’ll see.

The main display window is controlled via this grey menu on the left. For those on smaller screens, the menu can be collapsed into an icon bar. As you can see in the menu, there are a wide variety of tools and modes available. It’s useful to note that many features of Stock Rover are interconnected and designed for easy switching between displays and types of information, without losing your work. Many displays can even be popped out into a separate window so that you can keep multiple tools open simultaneously.

Here in the Navigation portion of the menu, you can select what type of dataset you would like to view, such as a portfolio or screener. You can also use this Navigation tree to select items in each of the categories.

Notice how the selected dataset – in this case the Dividend Grower Portfolio – loads in the right portion of the screen, along with the contents of the portfolio listed in the leftmost column.

Now let’s look at Layouts, the section below Navigation on the gray menu. This controls how and what kind of information about your dataset displays in the main window. There is the Table, the Chart, Insight, and the option to view all three layouts simultaneously, which is what we are currently seeing. Later in the video I’ll go into more detail about each of these very important panels. For now, just note that in Navigation you select “what” you’re seeing and in Layout you select “how” you’re seeing it. In all of these views, this column will display the contents of the current dataset.

Quotes

Let’s now dive into the Quotes facility, which works a little differently than your typical stock quote lookup. Rather than just offering a static page of information, Stock Rover’s Quotes allow you to keep a running list of quick-access tickers for research and comparison. You simply enter the tickers you are currently interested either in this search bar…or via this dropdown menu.

When Quotes are toggled on, they will appear in any set of tickers you are viewing. It’s kind of like temporarily adding tickers to a dataset – for example a watchlist or portfolio – so that you can directly compare your Quote tickers to the native tickers, without having to actually alter the contents of the watchlist or portfolio. Quotes are distinguished from native tickers in a dataset by their bolded text.

If you wish to view a dataset without Quotes appearing in the list, you can simply toggle Quotes to the off position. You can also toggle individual tickers on or off.

For example, I might want to see GOOGLE in the context of my DIVIDEND GROWER PORTFOLIO, but not these other tickers in the Quotes list. Therefore, I make sure GOOGLE is toggled on, while the others are off. Now I can directly compare google alongside the other tickers in the portfolio.

Also take a quick look at the Quotes dropdown menu here. You can easily edit the list of Quotes and take group actions such as charting all of the Quotes together.

Tooltips

Throughout the program, you’ll find that when you hover over a ticker, you’ll get a floating box of information about it. These little boxes are called tooltips, and they allow you to see key information about a stock, like its market cap, earnings per share, and daily price moves, all without even having to click.

Today’s Market

The uppermost section of the grey menu is where to go for current market context. The interactive dashboard gives you a snapshot of the current market and your portfolios’ performance. You can customize what portfolios are included in the dashboard summary.

Markets shows stats on current market activity for stocks, ETFs, and more. And the News section is exactly what it sounds like. You can customize the sources for your news feed using this menu.

The Table

When I open up the Table layout, you’ll see that it currently displays the most recently selected dataset – in this case my Dividend Growers Portfolio – but I can switch to other datasets using the Navigation tree. You can select any level of hierarchy in the nav tree and see those items displayed in the table. For example, when I click on a higher-level item such as this folder of portfolios, I see the set of its portfolios appear in the Table. I can drill down into one of those portfolios by clicking this carrot or select it from the Navigation tree to see its holdings.

The Table is the heart of Stock Rover. It is a deeply powerful spreadsheet tool that has financial metrics and price data for thousands of North American stocks, ETFs and funds. You can view this data across hundreds of columns of common and specialized financial metrics. Columns are organized into view tabs, and they can be easily sorted, filtered, or moved around. When you right-click a row, column header, or view tab, you can see a menu of options for that item.

Stock Rover comes with a set of standard views that will get you up and running with the Table immediately. For example, there is the Profile view which shows information like market cap and industry, or the Valuation view, where you’ll see all kinds metrics related to valuation. You can customize views by changing or reorganizing columns. You can also create entirely new views from scratch. You can even create your own custom columns! To see a full list of currently available columns, with definitions and samples, check out the Metric Browser feature. You can also get a definition of any column metric by right-clicking its header and hitting Explain.

The Table includes tons of other research-friendly tools, like the ability to add comments, color a row or column, and export the data for offline use.

There are countless applications for the Table. For example, right now I am going to compare for the biggest margin of safety in the Dow 30 with the Fair Value view. Or for something completely different, I’ll run the Strong Buys screener and view the results in the Scores view, sorting on the Value score.

Charting

Like the Table, the Chart is a highly flexible and interactive tool, where you can chart the price performance of stocks, portfolios, watchlists, and more. The Chart display is controlled by menu items at the top, the ticker list at the left, and period selection at the bottom. You can get everything from intraday price activity to 10 years of price history.

You can chart an item solo, with or without dividends, or you can chart it against comparison stocks or benchmarks like the S&P 500. You can also explore technical indicators such as a simple moving average, RSI and MACD, as well as fundamentals.

For tutorials on charting and making the most of advanced features like ratio charts, see our charting- specific videos.

Insight

For a deep dive on a stock, head to the Insight layout, which is organized into several tabs of information. In Summary, you get a comprehensive summary of critical stock data, along with color-coded scoring, and even a warnings panel to alert you to any red, orange, or yellow flags in financial performance.

EPS

In the EPS tab, you’ll get illustrated quarterly and yearly data on earnings. In Dividends, you can explore a company’s dividend payouts over time, to see for example if they have been consistently growing their dividend.

Statements

In the Statements tab, you can see a consolidated view of key information from a company’s income, balance sheet, and cash flow statements, for a quick and clear summary of financial health over time. You can drill into that data further by viewing the full statements, also available in this tab.

Analysts

In Analysts, you can see what the analysts are saying about a stock, with a quick buy-hold-sell scale, as well as a detailed breakdown of ratings and earnings estimates for that ticker.

News

The final tab in Insight is News, where you can see a news feed for that specific ticker.

Note that the Insight layout can be popped out into a separate window, so you can keep this detailed information in view while you use other layouts or tools in Stock Rover.

Conclusion

This concludes the first part of this intro video series. Check out part two to learn about screening, portfolio analytics, alerts and more.