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Stock Rover provides a comprehensive set of tools to manage and track your portfolios effectively. When the Start Menu is in “Simple” mode, it highlights two core functionalities:
In order to analyze portfolio performance, you first have to get your portfolio details into Stock Rover. The quickest way to accomplish this, is by linking a Stock Rover portfolio to a brokerage portfolio via Brokerage Connect.
Note: If you don’t want to use Brokerage Connect to link Stock Rover to your brokerage, or if the brokerage for some reason is not supported, you can always opt to maintain a manual portfolio.
When you connect via Brokerage Connect, a read–only data feed is established to your brokerage firm(s) via Yodlee, a trusted cloud–based account aggregator.
Interactive Brokers Users: Click here for connection instructions.
The details for each portfolio are then synchronized in Stock Rover. In addition to being updated nightly, an update is initiated whenever you log in.
When you select “Brokerage Connect” from the Start Menu, you will be presented with the Terms of Service.
After accepting the terms of service, you’ll be connected to the Yodlee interface, where you’ll be able to search for your brokerage account.
You’ll follow the prompts to enter your account login information. Once the connection has been verified, you’ll see the Brokerage Connections Panel in Stock Rover.
By default, the portfolios that appear in the Brokerage Connections panel will be linked to a Stock Rover portfolio with the legal name of the portfolio as it appears in the brokerage account. Below is an example of a brokerage account connection with a single portfolio.
The Portfolio Analytics tool provides a deep dive into portfolio performance, including insights into the individual holdings. It features five tabs at the top for detailed analysis: Value Over Time, Risk and Reward, Holdings Detail, Monthly Returns, and Yearly Returns.
You can analyze portfolio(s) that are linked to brokerage(s) as well as portfolio(s) that are maintained manually in Stock Rover.
