Research Tools

Overview

This group of tools further extends Stock Rover’s research capabilities.

  1. Research Reports – Generates a report on demand, using current data to deliver a real-time snapshot of a company’s financial health, industry context, and key metrics.
  2. Stock Ratings – The facility provides investors with a simple overall percentile rank of a company within an industry group.
  3. Library – Contains a variety of screeners, model portfolios, watchlists, views, visuals and metric packages that can be imported for use.
  4. Metric Browser – A fast and easy way to see all the metrics available in Stock Rover.

research tools

Research Reports

Research Reports offer a comprehensive, on-demand 8-page analysis for any of the 7,000+ stocks tracked by Stock Rover on U.S. and Canadian exchanges. Each report is generated using current data, providing a real-time snapshot of a company’s financial health, industry context, and key metrics. Reports can be viewed in your browser or downloaded as a PDF for easy sharing and portability.

  1. Select Research Reports from the Start Menu.
  2. Select a data set in the Navigation Panel.
  3. Select a ticker to report.

research reports

Library

The Library is a repository for a variety of different investment research resources that you can import into our Stock Rover account for our own investment research use. The library contains a variety of screeners, model portfolios, watchlists, views, visuals and metric packages.

In the example below, we are searching the Library for Dividend Screeners

  1. Select Library from the Start Menu.
  2. We’ll choose Screeners.
  3. Enter “dividend” in the search box.
  4. The Screeners pane returns a list of matching screeners.
  5. When we select a screener to import, a description along with the criteria is displayed.

library


Top
Tracking Portfolio Performance