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Quick Start Guide
How To
Introduction
How To Introduction
Check The Market
Checking The Numbers
Checking The News
See What's Hot
Finding Top Performing Sectors
Finding Top Performing Industries
Finding Top Performing Stocks
Find Good Investments
Finding Promising Stocks
Finding Promising ETFs
Manage My Portfolios
Creating a Portfolio
Modifying a Portfolio
Analyze My Portfolios
Seeing How My Portfolios Are Doing
Viewing My Dividend Income
Checking the Levels of Correlation
Simulating Future Performance
Analyze My Trades
Evaluating My Past Trades
Planning My Future Trades
Analyze a Stock
Gaining Insight
Seeing What the Analysts Say
Getting Research Reports
Seeing How a Stock Scores
Seeing How a Stock Rates vs its Peers
Checking Performance vs Competitors
Checking the Technicals
Analyzing Growth
Analyzing Dividends
Checking Seasonality and Monthly Returns
Reviewing Financial Statements
Viewing Historical Data
Analyze an ETF or a Fund
Getting an Overview of an ETF or a Fund
Checking the Size and Style
Checking the Valuation
Getting a Sector Breakdown
Getting an Asset Breakdown
Getting a Market and Region Breakdown
See When Earnings Will Be Announced
Seeing When My Stuff Announces
Seeing All Earnings Announcements
Set an Alert
Setting a Price Alert
Setting More Exotic Alerts
Find Something in the Investor’s Library
Finding a Screener
Stock Rover Help
Introduction
Stock Rover Overview
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The Main Window
The Start Menu
The Search Bar
Navigating Stock Rover
How Quotes Work
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What's in the Dashboard
Customizing the Dashboard
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Market Overview
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The Table
Table Overview
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Table Action Menu
Row Action Menu
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Refreshing Prices
The Chart
Charting Overview
Types of Charts
Setting Chart Options
Selecting Tickers
Setting the Time Period
Adding Benchmarks
Setting Baselines
Charting Events
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Managing Charts
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The Insight Panel
Insight Panel Overview
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Creating a New Portfolio
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Watchlist Overview
Creating a Watchlist
Viewing a Watchlist
Modifying a Watchlist
Additional Watchlist Actions
Special Watchlist Features
Screeners
Screener Overview
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Running a Screener
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Advanced Screener Features
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Special Screener Capabilities
World
World Overview
World Folder
Portfolios, Watchlists, and Screeners
Analytics
Portfolio Analytics Overview
Value Over Time
Risk and Reward
Holdings Detail
Brokerage Connect
Brokerage Connect Basics
Connecting to Brokerage Houses
Linking Portfolios
Unlinking Portfolios
Remove Brokerage Connect
Troubleshooting Brokerage Connections
Correlation
Correlation Overview
Selecting Tickers to Correlate
Setting The Time Period
Filtering
Heat Map
Future Income
Future Income Overview
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Settings
Table
Chart
Summary Level
Portfolio Level
Holdings Level
Limitations
Future Simulations
Future Simulations Overview
What is a Simulation?
A Simulation Example
Accessing Future Simulations
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Performance by Percentile
Balances of Key Portfolios
Summary Statistics
Top Holdings
Rebalancing
Rebalancing Overview
Mechanics
Drift Tolerance
Analytics
Aggregate Portfolio Metrics
Portfolio Sector Allocation
Trade Evaluator
Trade Evaluator Overview
Creating a Trade Bundle
Updating a Trade Bundle
Using the Trade Evaluator
Additional Trade Evaluator Actions
Stock Ratings
Stock Ratings Overview
How Stocks are Rated
Profile
Growth
Valuation
Efficiency
Financial Strength
Dividends
Momentum
Alerts
Alerts Overview
Creating Alerts
Managing Alerts
Viewing Alert History
Ideas
Ideas Panel Overiew
Earnings Calendar
Earnings Calendar Overview
Selecting the Period
Calendar View vs List View
Filtering
Sorting
Library
Library Overview
Importing from the Library
Restoring Factory Settings
Metric Browser
Metric Browser Overview
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Edit/Delete Custom Metric
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Bookmarks Overview
Creating a Bookmark
Managing Bookmarks
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EPS Estimate Trends
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ETF & Fund Equity Style Box
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ETF & Fund Region Breakdown
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Fair Value & DCF Model
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Income Statement
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Per Share
Portfolio
Portfolio Reporting
Price
Profile
Profitability
Profitability vs. Industry
Profitability vs. Sector
Returns
Returns vs. Industry
Returns vs. Sector
Returns vs. S&P 500
Revenue Estimates
Sector Deciles
Stock Rover Ratings
Technical Indicators
Valuation
Valuation Range
Valuation Yields
Volume
Managing Bookmarks
Contents
Renaming a Bookmark
Changing the Description of a Bookmark
Changing the Bookmark Order
Deleting a Bookmark
Renaming a Bookmark
To rename a bookmark, click on
My Bookmarks
in the Start Menu.
Select the bookmark to rename and click “Edit”.
Enter the new bookmark name and click “OK”.
Changing the Description of a Bookmark
To change the description of a bookmark, click on
My Bookmarks
in the Start Menu.
Select the bookmark to change and click “Edit”.
Enter a new description and click “OK”.
Changing the Bookmark Order
To change the bookmark order, click on
My Bookmarks
in the Start Menu.
Drag and drop the bookmark to reorder.
Deleting a Bookmark
To delete a bookmark, click on
My Bookmarks
in the Start Menu.
Click the “x” next to the bookmark and click “OK”.
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