Navigating Stock Rover

Stock Rover’s features are listed in a vertical grey selector menu located on the left side of the screen. The grey selector menu is separated into five separate sections plus a search box at the top to provide shortcuts to features and tickers.


The search bar allows you to search for anything in the Stock Rover tool by keyword or ticker. This is a powerful new function that will search through Stock Rover and display all instances of your search term in your environment. For example, if you search for a specific ticker it will list the portfolios, watchlists and/or alerts associated with the ticker. Or, if you search by a keyword like “portfolio”, the results will display all the different tools having to do with portfolios and selecting a result will bring you directly to the panel for that result.

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Dashboard, Markets and News

The Dashboards, Markets and News sections display information regarding your portfolios, as well as current market activity and market and company news.

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Table Display

The Table Display section selects what will be displayed in the main Table section in the center screen. The data that can be displayed in the table include Quotes, Indices, Portfolios, Watchlists, and Screeners. Selecting an option the the Table Display will select the same option in the blue Navigation pane to the right of the grey selector menu.

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The Layouts section allows you to select which panels will be displayed in the main screen. Selecting Table, Chart, or Insight brings that panel to the center screen and hides the other panels. Selecting All returns all panels to the screen.

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Portfolio Tools

Portfolio Tools provides advanced portfolio research tools which allow you to dive deeper and take a more in depth look into your investments and the performance of these investments. The available options are: Brokerage Connection, Portfolio Analytics, Rebalancing, and Correlation.

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More Goodies

This section provides additional tools to help with research and notifications: the Ideas panel, Earnings Calendar, Alerts, and Library.

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V7.0 Stock Rover Overview Screen Layout