The Start Menu

The Start Menu

All of Stock Rover’s features and capabilities are accessible from the vertical Start menu located on the left side of the screen. The Start menu is separated into five separate sections. There is also a search magnifying glass icon at the top to provide easy searchable access to product features, user creations such as portfolios, watchlists and screeners, and to individual tickers.

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Today’s Market

Today’s Market section has two features. First is the Dashboard, where you can display detailed information regarding your portfolios and the individual holdings within your portfolios. The second is Markets where you can get a plethora of information on current market activity including domestic and foreign markets, key stocks, ETFs, bonds, and commodities.

My Collections

This section is used for all stock, ETF and mutual fund research. You can perform both a deep dive on individual tickers, as well as a comparative analysis across tickers, covering many different dimensions of financial, operational and price performance.

You have several options for selecting and viewing data. Selecting Table, Chart, Insight in the Navigation Panel displays that layout on the screen and hides the other layouts. Selecting All returns the three layouts together (Table, Insight, and Chart) on the screen.

You can also manage all our Portfolios, Watchlists, and Screeners.

Portfolio Tools

This section includes a number of tools that help you manage and monitor your portfolios.

1. Portfolio Analytics – analyze the performance of your portfolios.
2. Brokerage Connect – configure Stock Rover to connect to your brokerage firm(s).
3. Correlation – derisk a portfolio.
4. Future Income – compute future dividend income.
5. Future Simulations – test long-term expected portfolio growth.
6. Plan & Rebalance – rebalance a portfolio as well as perform explicit trade planning.
7. Trade Evaluator – evaluate how individual trades have performed.

Research Tools

This section provides additional tools to help with investment research and notifications.

1. Stock Ratings – rates a company against its peers.
2. Alerts – get a text/email alert when something of interest happens in the market.
3. Ideas – helpful tips and tools.
4. Earnings Calendar – see when companies will report their earnings.
5. Library – a repository of different investment research resources that can be imported.
6. Metric Browser- a fast and easy way to see all of the metrics available in Stock Rover..

Bookmarks

Bookmarks allow you to customize the Start menu with the parts of Stock Rover that you use most often and want quick access to.