A Quick Visual Guide to Trade Planning

This is a quick tour of Stock Rover’s Trade Planning facility. For more in-depth instructions, see our How To pages.

Introduction

introduction to modeling

Open the Trade Planning Facility from the Navigation Panel

open trade planning

Switch to a Different Portfolio

switch portfolios

Add A New Ticker to Your Portfolio

add ticker

Search for a Ticker

search ticker

Change Share Quantities

edit quantities

See Each Trade and its Cost

trade plan fields updated

Highlight Proposed Trades

highlight changes

View the Analytics

view analytics

Scroll for Cash and Sector Changes

view analytics

Reset the Trade Plan

reset portfolio

Note: For Premium users, trade plans will be automatically saved. Basic users can use the Portfolio Modeling tool as well, but models cannot be saved.