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My Collections

My Collections is where you perform research on a ticker or set of tickers.

1. You select what you are interested in researching from the My Collections, by selecting either Quotes, Portfolios, Watchlists, Screeners, or World.
2. The Navigation Panel will then populate with selections. In our example, we’ve clicked on World and selected DJIA to research the tickers of the Dow Jones Industrial Average.
3. Layouts – Tells Stock Rover how the research results are to be laid out – whether to display the Table, the Chart, the Insight Panel, or All three layouts.
4. Enter Ticker – Is where you can input tickers that we would like to research on an ad hoc basis. You can manage these tickers via the Quotes feature.

Below is another example, where we are researching the tickers that comprise a Portfolio.

1. Select Portfolios under My Collections.
2. Navigation – Is populated with portfolios, we then select a portfolio called Large Cap Growth Sample Portfolio.
3. We’ll display the research results using All layouts.
4. Right-click – This pane appears when you right-click on a Portfolio, Watchlist, or Screener in the Navigation Panel, and provides quick access to commonly used functions for each.

Layouts

Layouts determine how your research results are arranged or laid out in Stock Rover.

Table – Provides a flexible spreadsheet–like paradigm for viewing tickers and their data. Selecting a ticker in the Table updates both the Chart and Insight Panel with data for the ticker.

Chart – Here you can chart price, chart over 100 fundamentals, chart key technical indicators, and much more.

Insight Panel – Contains tools for researching a ticker in depth.

The Layout options are configured via the icons in the Start Menu

1. Table – displays only the Table.
2. Chart – displays only the Chart.
3. Insight – displays only the Insight Panel.
4. All – displays the Table, Chart, and Insight all together.
5. You can also collapse, expand, or detach a layout.

Table

The Table is populated based on what we select in the Navigation Panel. In our example, the Table’s rows are populated with the 20 tickers that comprise the “Large Cap Growth Sample Portfolio”.

The Table compares investment opportunities across many dimensions of financial, operational, and price performance. It uses a spreadsheet-like paradigm where the spreadsheet is populated with lots of highly specialized financial data.

1. The Table is comprised of Views which are logically organized into folders. Views are analogous to spreadsheet workbooks. Each View is displaying a different set of metrics as columns. We’ve selected the “Scores” view from the Ratings folder.
2. You can refine the data display by right–clicking on a row for row options.
3. You can also right–click on a column for column options.

The Table is also configured with Tile Views, which are Views that display tabular and graphical data together. Below we selected the “Scores Tile” View which is showing both Scoring and the price change over 2 years for each ticker in the portfolio.

Tile Views also come with additional configuration options along the top.

Chart

The Chart allows you to chart price, chart over 100 fundamentals, and chart key technical indicators. You can use the chart to baseline stocks for easy relative performance comparison. We can also chart macro entities such as Portfolios, Screeners, and Watchlists.

1. When a row is selected from the Table, the corresponding ticker is charted. We have selected the ticker DKS from the Table.
2. You can add more tickers or benchmarks to the current chart.
3. The Chart comes with many configuration options, where you can pick from a broad list of technicals, fundamentals, events, and much more.
4. You can chart based on preset date ranges, or we can enter a custom date range.

Insight

The Insight Panel offers a comprehensive set of tools for conducting in-depth research on a selected stock. When a row is selected in the Table (for example, DKS), the corresponding data is automatically loaded into the Insight Panel.

In the example below, both the Start Menu and Navigation Panel have been collapsed to maximize screen space. Note the breadcrumb trail at the top of the screen—clicking on these breadcrumbs enables quick and easy navigation within Stock Rover.

The Insight Panel is divided into the following tabs:

1. Summary – Provides a snapshot of key company information.
2. Analysts – Displays analyst ratings and earnings estimates.
3. News – Lists relevant news headlines and updates.
4. Dividends – Shows the company’s dividend payment history.
5. Monthly Returns – Highlights the seasonality of a stock, ETF, or fund.
6. EPS – Tracks sales, earnings per share (EPS), and cash flow trends.
7. Statements – Contains detailed financials, including income statements, balance sheets, and cash flow statements.
8. History – Summarizes the company’s past performance.
9. Technicals – Displays key technical indicators and signals.
10. vs Peers – Offers side-by-side comparisons with similar companies.
11. vs Industry – Presents metrics comparing a stock to its industry and the S&P 500.