In this post we will cover some of the new features added to Stock Rover V10. The improvements encompass the Dashboard, the Insight Panel and the Chart.
There are also new features in Portfolio Analytics, new screening capabilities, and a host of new metrics.
Contents
The Dashboard now uses more of the screen’s width. The wider layout improves readability and makes better use of available screen real estate (1).
A new “2-Day” performance analysis option is available. A 2-day performance analysis can highlight how the market is reacting to an earnings report or other important news (2).
The Gain $ is now displayed with a bar, making it easier to compare gains across holdings (3).
Holdings Performance can now be filtered by Ticker and whether to include Cash, allowing for more focused analysis (4).
Holdings Performance can also be filtered by Portfolio, allowing for a more granular examination of specific portfolios (5).
The Dashboard can now be configured to automatically refresh, ensuring you always see the most up-to-date portfolio and market performance data.
You can set the refresh interval under Preferences and the Dashboard will dynamically update. This improvement allows you to monitor market changes and portfolio fluctuations as they happen.
The Summary tab’s Price Performance Chart now includes crosshairs and percentage display on mouseover, making it easier to see price changes.
The Statements tab can now display financials in millions ($M) or thousands ($K). The new option to display in thousands ($K) provides for better readability, especially for smaller companies.
A new “Portfolios | Stocks” control allows quick toggling between Portfolios and Stocks when the Insight Panel is expanded and portfolios are chosen using multi-select.
When multiple portfolios are chosen via multi-select, the Insight Panel will show information at the portfolio level (including allocation information) when Portfolios is clicked in the upper right of the Insight Panel.
Clicking Stocks allows for any ticker selected from the chosen list of portfolios to be displayed in the Insight Panel.
Technicals that render as line series charts now include a crosshair display on mouseover. The crosshair allows you to pinpoint indicator values and timestamps, making it easier to interpret the data accurately.
Supported Technicals include:
Example: The chart below shows the Money Flow Index value for Palantir Technologies on January 23, 2025.
Monthly Returns HeatMap – A new monthly heatmap tab has been added to Analytics to provide a visual representation of your portfolio performance each month.
This heatmap allows you to quickly identify trends and patterns in your portfolio monthly returns, giving you a deeper understanding of performance over time. You can also compare your portfolio monthly performance against the S&P 500.
Yearly Returns – A new yearly returns bar chart displays the annual returns of your selected portfolios.
This chart provides a clear and concise overview of portfolio yearly performance. You can also include a benchmark, enabling you to easily see how your portfolio yearly returns compare to a specific market index or another benchmark of your choice.
You can now screen on a relative date range using “Days from Current Date.”
This feature automatically adjusts the date range, so you don’t have to manually set start and end dates.
Example: The filter below identifies companies that went public within the last 30 days.
Below is a list of new metrics that are available for screening and display.
For more detailed information on each of these metrics, please see the metric browser.
We hope that you find the new features added to Stock Rover to be useful. Please let us know what you think in the comments section below.
Your email address will not be published. Required fields are marked *
Comment *
We value your privacy and will not display or share your email address
Name *
Email *
Website
Δ
This site uses Akismet to reduce spam. Learn how your comment data is processed.