Columns

Adding

Columns can be added two different ways. The first way can be found next to the Actions Menu in the Table’s toolbar. The ‘Add Column’ button can be clicked and a search box will display where you can type in the name of a column. As you type, an auto-fill suggestion box will appear, matching both by column name and description, and you can select from the list of options. The column will be added to the right of the Ticker column. If it is a numerical column, it will be added to the right of any non-numerical columns. If the metric is already in a different view, that will be listed in the result, and the view name will be hyperlinked, allowing you to jump to that view instead of adding the column to the current view. Also available is the Browse button next to the search box.

Adding

Clicking Browse will bring up this menu where you can browse thru the metric folders and add new columns.

Adding

Typing 52 into the search box matches all metrics that have 52 in the name or description.

Adding

The other way to add columns as seen in the screenshots below is by right-clicking on a column and select ‘Change Columns’. This displays the Update View window where you can select the metrics and click the Add button to add them to the views.

Adding

Below is the window that renders after selecting the Change Columns option.

Adding

Creating

With a Premium Plus subscription you can create custom columns. Custom columns are created by creating an associated custom metric that is displayed as a column. A custom metric is a unique formula created by you that allows you to create your own financial metrics and have them integrated into Stock Rover as if they were built into the product. Custom metric creation is easy. Custom metrics are also quite powerful as they can source current or historical data from any of the over 550 existing metrics in Stock Rover.

Please refer to our help section Custom Metrics for more detail on how to create them. To view more detail on the functions available within custom metric definitions, please refer to the Custom Metrics Functions help section. To view a few examples of Custom Metrics, please refer to the Custom Metrics Examples page.

Removing

Columns can be removed two different ways. The first way is to right-click any of the columns and select Remove Columns as seen in the screenshot below.

Removing

The second option is by selecting Change Columns, this displays the Update View window and here you can select a metric and click the Remove button as seen below in the screenshot.

Removing

Rearranging

The columns can be rearranged two different ways as seen in the screenshots below. In the first example, columns can be dragged and dropped in the table. To do this just click and hold a column header to move that column to a new spot. The second example shows the Update View window which can be accessed from the Change Columns option and highlighted below shows that metrics can be moved it up or down the list.

Rearrange

Below is the window that allows you rearrange column order after selecting the Change Columns option.

Rearrange

Explaining

Every metric has a definition associated with it and you can see this by right-clicking on the column and selecting ‘Explain’.

Explaining

Once selected it will bring up the explaination window.

Explaining

Sorting

The Table can be sorted by any column in either ascending or descending order. To sort the Table, simply click on the column header that you would like to sort by. If the column is unsorted, clicking on the column header once will use that column’s values to sort the Table in ascending order (the arrow next to the column name, circled in screen shot below, will point up). Clicking on a column already sorted in ascending order will reverse it, sorting it in descending order (the arrow next to the column name will point down).

Sorting

Alternatively, you can right-click the column header and select either ‘Sort Ascending’ or ‘Sort Descending.’

Sorting

Grouping

To group the stocks in the Table by sector, industry, color, or tag, right-click on any column in the table and mouseover ‘Group By’ and select from the menu.

Grouping

Filtering

A filter will reduce the number of tickers displayed in the Table to only those that meet the filter criteria.

To filter the table, right-click on any of the columns you want to filter by and enter the values you for the criteria, see screenshots below for different examples. In the first example you enter the value.

Filtering

In this example below, you select the sectors you want to see.

Filtering

To clear the filter, click on the Active Filters in the top blue bar of the table as seen below and click ‘Remove All’ or the x next to the filter you want to remove.

Filtering

The Membership filter has an exclusion option. If ‘Exclude Selections’ is checked and then certain memberships are checked it will display all the memberships except for the ones checked.

Exclusion Filter

Coloring

To color a column, simply right-click on any of your column headers or click on the drop down menu and select ‘Color’ from the menu.

Coloring


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