Introduction
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This is Ken Leoni, Vice President of Marketing at Stock Rover.
This video will focus on the Stock Rover features that help you keep track of your portfolios. We will explore features like the Dashboard, Automated email of Performance Reports, Portfolio Research, in-depth Portfolio Analytics, and Alerting.
Please note some of the features require a premium or premium plus Stock Rover subscription.
Dashboard
The Stock Rover Dashboard is available to all Stock Rover subscription plans and delivers a performance overview of your portfolios as well as that of the overall market. The Dashboard is highly configurable.
You can select which portfolios to show. You can select the time period to analyze. You can arrange the sections to display.
The portfolio performance section displays performance at the portfolio level, showing the total gain for the selected time period. We’ve selected the one-month return period. Here we see gains and returns for the selected portfolios.
We see the period return, the period gain, the value, and the time period. And the total gain for each portfolio. The Holdings Map displays a heat map of the selected portfolio or portfolio’s holdings grouped by sector and industry.
When By Value is selected, the size of each rectangle corresponds to the total dollar value for the ticker across the selected portfolios. The color of the ticker reflects the performance for the time period. Clicking on Uniform configures the rectangles to be the same size within each sector.
Hovering over a rectangle shows the ticker’s performance for the selected time period. The portfolio charting section displays both the dividend adjusted return and the value over time aggregated across your selected portfolios. You can hover over either chart to see a moment in time dividend adjusted return, or dollar value.
The dividend adjusted return charts the performance across your selected portfolios for the selected time period. The hamburger provides additional configuration options, including the ability to add benchmarks. Here we see the S&P 500 was added to the Chart.
A tooltip provides additional detail and is especially helpful if a ticker is held across multiple portfolios. Right-clicking on a column heading allows you to group by sector, equity type, and currency. You can also configure sorting.
Automated Email of Portfolio Performance
You can configure Stock Rover to automatically generate and email portfolio performance reports. To do this, you’ll go to your username and select Account Settings.
Under Account Settings, select Email Notifications. Under Receive Performance Report Email, select Yes. We’ll select the Reporting Frequency.
In this case, we’ll leave it as Daily. And we can select to include not only Portfolios but Watchlists. We’ll leave it as just Portfolios.
Let’s Save. Let’s take a look at a sample daily performance report. The email reports on current portfolio positions.
The portfolio summary section is showing the change in value of the portfolios and selected benchmarks. Portfolio returns details the dividend adjusted returns. The last section shows the portfolio movers.
Portfolio Research
Portfolio research and tracking is available under the My Collections group in the Start menu. We’ve selected Portfolios. And in the navigation pane, we’ve selected the Large Cap Growth Sample Portfolio.
The Table provides a flexible spreadsheet for viewing portfolios and their data. The Chart offers powerful capabilities such as dividend adjusted return and benchmarking. You also add events to the Chart like max drawdown.
The Insight panel contains tools for researching portfolios and depth. All displays the Table, Chart and Insight together. Or we can display just the Table, just the Chart, or just the Insight panel.
Within the Stock Rover Table, we selected the Portfolio Performance view. This view shows the performance of the current holdings in the portfolio. Right clicking on a column header reveals additional options for displaying historical data, removing or changing columns, sorting, and grouping.
Right clicking on a row in the Table provides a number of additional tracking options. You can add comments, notes, you can also color and tag tickers. And then using the grouping option, change the Table to display your portfolio holdings grouped by color or tag.
You can see how tagging makes it easier for you to view your portfolio holdings based on your own categorization. A quick note on grouping your portfolios into folders. You can right click on Portfolios to create a folder and then drag and drop the portfolios into the appropriate folders.
I’ve grouped my portfolios under folders for Model and Brokerage. I’ll select the Model folder and the Large Cap Growth and Large Cap Value Portfolios. When Stocks is selected, the Table shows us how our holdings are distributed across portfolios.
In addition, a tooltip provides us with quantity and value per portfolio. Clicking on Portfolios shows the gain and other metrics for each portfolio. Stock Rover charts portfolio return values based on the weighting of each ticker in the portfolio.
The weighting is based on the value of the holding of that ticker relative to the value of the overall portfolio. In addition, the portfolio charting accounts for trades as it looks at the holdings of the portfolio on each date in the charting period to calculate return. When calculating return, portfolio charting uses a time-weighted return, meaning the percent change on every day is equally weighted regardless of the relative dollar amount in the portfolio.
Let’s maximize the Chart. The Chart is showing the five-year dividend adjusted return of the Large Cap Growth Sample Portfolio along with the S&P 500 as a benchmark. In addition, the Chart is configured to display the max drawdown.
You can also add comparison tickets to the Chart to compare the portfolio’s performance to selected stocks, ETFs, other benchmarks, or even other portfolios. Configuration is easy. Let’s delete the benchmark and we’ll eliminate the max drawdown.
Let’s add another portfolio as a benchmark. We’ll select the Large Cap Value Sample Portfolio. We can see that over the last five years, the Large Cap Growth Portfolio has outperformed the Large Cap Value Portfolio.
Let’s make the Large Cap Value Portfolio a baseline. We can see that the growth portfolio has outperformed the value portfolio by 41.6%. Let’s select the Insight panel.
When a portfolio is selected from a folder, the Summary tab in the Insight panel displays the Top Movers and much more. Drilling into the pie chart reveals more detail about what comprises each part of the pie. Here we see the two tickers that comprise the technology sector in the portfolio.
We also see the portfolio versus the benchmark by Asset Allocations, Stock Sector, World Regions, and also by Stock Style Diversification. Notice within Style for Portfolio, there’s also a tool tip.
Portfolio Analytics
The Portfolio Analytics facility is launched by selecting Analytics under Portfolio Tools.
Portfolio Analytics allows you to analyze the performance of your portfolios as well as the holdings that comprise them. The detailed analytics are accessed via the following three tabs at the top of the tool. We have Value over Time, Risk and Reward, and Holdings Detail.
The Value over Time tab shows you how the value of your selected portfolios has changed over the selected period of time, factoring in both inflows, outflows, and the underlying change in the value of the investments themselves. The Table displays your portfolio’s values for the selected period. Right-clicking on any of the column headers allows you to get a column definition, you can also sort, and determine which columns you’d like to display.
The middle section is showing the dividend adjusted return. Hovering over the Chart reveals a tool tip with the price change and the dividend adjusted return of your portfolios on a specific date. We can add benchmarks.
We can chart the portfolios together or individually. The bottom section is the Value over Time section and it charts the value of the selected portfolios over time. The Risk and Reward tab shows you the amount of risk you took to achieve your return.
The Table displays your portfolio’s risk values over the selected period of time. Right-clicking on any of the column headers configures the display. The charts showing dividend adjusted return and value over time are the same as those shown in the Value over Time tab.
The Holdings Detail tab shows you the contribution of the different holdings of the selected portfolios to the overall portfolio return for the selected period of time. It includes holdings you held during the period of time, not just the current holdings. You can choose whether to include closed positions or not.
Let’s switch to a one-month time period. Let’s collapse the heat map for a moment. The Table lists all the holdings across all the selected portfolios.
Let’s collapse the Portfolios pane. And let’s sort by percent of total return. Here we see that 32.9% of the total portfolio return is attributed to Monolithic Power Systems.
The Table makes it easy for you to see which positions are punching above their weight and which positions have been creating the drag on portfolio performance. Let’s expand the heat map. Let’s size the heat map based on end value.
We’ll color based on internal rate of return. The Holdings Map displays a heat map of your selected portfolios. The heat map displays the portfolio tickers grouped by sector and industry.
Hovering over a tile will display more information about that holding.
Alerting
Stock Rover’s Alerts facility sends email and text alerts when something you care about happens in your portfolio. Alerts can be accessed under Research Tools in the Start menu.
In the Create Alert tab, you’ll want to click on Portfolio or Watch List. Then select a portfolio that you’d like to get alerting from. And then you can configure Alerts.
You can be alerted via email and text on many different things, including a ticker in your portfolio hitting a certain price change percent, upcoming earnings events, tickers hitting your target buy and sell prices, prices crossing their moving averages, prices approaching or reaching 52-week highs or lows, stock overperformance or underperformance relative to their industry, and unusual volume.
Summary
I hope you found this video useful. I encourage you to explore Stock Rover and see all that it has to offer, as well as check out our educational videos on our website.
Thank you for watching.
