Portfolio-Specific NewsSee news for tickers only in a given portfolio. |
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Portfolio Charting & Comparison in TableWhole portfolios may be charted and compared in the table |
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Portfolio Performance Reporting EmailsOpt-in to daily, weekly, or monthly emailed reports on your portfolio and watchlists. |
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Alerts on Tickers in Portfolios and WatchlistsSet up alerts to be notified immediately on important activity for any stock in your portfolio or watchlist. |
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Portfolio GroupingGroup and analyze your portfolios in a variety of ways with a simple, yet flexible and powerful portfolio grouping facility. |
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Portfolio RebalancingDefine the desired balance for each of your portfolios at the sector and individual stock level. Then monitor drift from ideal balance over time. When drift exceeds your threshold, generate the list of trades that will bring the portfolio back into balance. See more on portfolio rebalancing. |
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Trade PlanningTest potential trades and then compare your new model portfolio vs. your actual portfolio across many key risk, performance and sector balance metrics. Explore the Trade Planning facility. |
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Correlation MatrixCorrelation analysis is a tool for diversifying your portfolio—weakly correlated assets provide the only “free lunch” in investing. Stock Rover provides the ability to determine the correlations between stocks, ETFs, indices, and even portfolios and watchlists over any date range. Learn more about using correlation analysis. |
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Risk-Adjusted & Other Advanced Portfolio AnalyticsDetailed portfolio analytics including volatility beta, risk adjusted return vs. the S&P 500, correlation vs. the S&P 500, Sharpe Ratio and more. Explore the Portfolio Analysis window. |
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Portfolio HistoryMaintain portfolio historical positions for true portfolio performance reporting over time. Understand which components of your portfolio had the most important contribution to performance. |
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