Portfolio Tracking, Analysis and Planning

Stock Rover has a variety of ways to help you keep tabs on your portfolio including detailed performance information for both absolute performance and performance vs. benchmarks. Other key capabilities include regular email performance reports, detailed portfolio analysis tools, correlation tools, trade planning and rebalancing facilities. There is also a comprehensive alerting facility so you can find out ASAP when something happens that you need to know.

Portfolio Performance

Understanding how your portfolio is performing on a absolute basis and relative to a benchmark is critical in making investment decisions and for prudent portfolio management. This capability is an integral part of the Stock Rover Investment platform. For example, below you can clearly see the performance of your portfolios vs. the S&P 500 benchmark both in table form and graphically.

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Automatic Portfolio Reporting

You can also request to receive daily, weekly and or monthly reports on your portfolio and/or your watchlists via email. The report will also include any stocks that you have set target buy or sell target prices that have reached those targets. A sample email report is shown below.

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Analyze Your Portfolio

You can get detailed portfolio analytics from Stock Rover for any time period you choose, including risk adjusted return, volatility, beta, correlation, Sharpe Ratio, component performance and much more.

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You can also get detailed analysis of how the individual positions in your portfolio are contributing to overall portfolio return. You can easily see which positions in your portfolio are punching above their weight and which positions are hindering performance.

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Test for Correlation

Correlation analysis a tool for diversifying your portfolio—weakly correlated assets provide the only “free lunch” in investing. Stock Rover provides the ability to determine the correlations between stocks, ETFs, indices, and even portfolios and watchlists over any date range. Below is an example of a correlation analysis for a portfolio, If you are interested in correlation, you may want to check out our blog entry on why correlation matters.

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Plan Your Next Move

Our Portfolio Rebalancing facility helps you define the desired balance for each of your portfolios at the sector and individual position level. You can monitor the drift that occurs from ideal balance over time. And when the drift exceeds your threshold, Stock Rover generate the list of trades you need to make to bring you portfolio back into balance. Learn more about portfolio rebalancing here.

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Our Trade Planning facility allows you to test potential trades in your portfolio. You can compare your portfolio with the proposed trades vs. your current portfolio across many key risk, performance and sector balance metrics. The Trade Planning facility allows you to see the full implications of your trades across a wide spectrum of factors. In addition to performance, and risk, you can see things like the aggregate growth rate, aggregate Price/Earnings, Price/Book and Price/Sales as well as dividends and yield. The Trade Planning facility allows you to quickly see if your trade ideas move you closer or further from your investment goals before you make the trades.

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With both Rebalancing and Trade Planning, you can compare key portfolio metrics between the real and the proposed portfolio in key areas such as historical return, maximum drawdown, risk adjusted return and the Sharpe ratio.

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Get Alerted When Something Important Happens

Markets move fast. When something happens that you need to know, Stock Rover can alert you in real time via text message and/or email. Alerts can be both at the ticker level and the portfolio / watchlist level. The list of triggers for alerts is comprehensive. You can get alerted on anything from a percentage change in a stock that exceeds a threshold, key price levels being reached and unusual trading volume, to events like target P/E levels being reached or an upcoming earnings announcement.

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