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Stock Rover includes a number of tools that help us manage and monitor our portfolios.
In order to analyze portfolio performance, we first have to get our 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 we don’t want to use Brokerage Connect to link Stock Rover to our brokerage, or if the brokerage for some reason is not supported, we can always opt to maintain a manual portfolio.
When we connect via Brokerage Connect, a read–only data feed is established to our 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 we log in.
When we select “Brokerage Connect” from the Start Menu, we will be presented with the Terms of Service.
After accepting the terms of service, we’ll be connected to the Yodlee interface, where we’ll be able to search for our brokerage account.
We’ll follow the prompts to enter our account login information. Once the connection has been verified, we’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 Analytics tool allows us to analyze the overall performance of our portfolio(s) as well as the performance of the individual holdings that constitute our portfolio(s).
We can analyze portfolio(s) that are linked to brokerage(s) as well as portfolio(s) that are maintained manually in Stock Rover.
