Contents
This section describes to to use the Stock Rover Start Menu and the Navigation Panel to view data in the Stock Rover Table, Chart and Insight Panel.
1. The basic process to begin at the Start Menu. Here you select the type of data you are interested in from the My Collections section of the Start Menu. There are four menu choices; Portfolios, Watchlists, Screeners and World. The World menu item contains your quotes, as well as indices, sectors and ETFs.
2. Then you select the specific item to view from the Navigation Panel tree.
3. Then you select the layout to use; Table, Chart, Insight Panel or all three.
4. if you want to add an ad-hoc quote to the date set, you do that via the quote box in the header.
Note that when the Table and Chart are linked (the default setting), the row selected in the Table will automatically be charted.
Also note that if a parent item is selected in the Navigation Panel, the rows in the Table will show summaries for each of the child items. For example, when the ‘Portfolios’ folder is selected in the Navigation Panel, the Table will display a row for each of the portfolios.
The three layout buttons in the Navigation Panel determine how our research results are arranged or laid out in Stock Rover.
1. Table – displays only the Table
2. Chart – displays only the Chart
3. Insight – displays only the Insight Panel
4. All – displays the Table, Chart, and Insight all together
5. More Options – can collapse, expand, or detach a layout
Below is example of using the All layout, which shows the Table, Chart and Insight Panel together. We will use the example of researching the tickers within a Portfolio.
1. Portfolios is selected from the Start Menu under My Collections
2. Navigation is populated with our portfolios and we select the Large Cap Growth Sample portfolio
3. All displays the research results with the Table, Chart and Insight Panel all together
4. Actions contains shortcuts to common Portfolio, Watchlist, and Screener functions as well help topics
The Table is populated based on what we select in the Navigation Panel. In our example, the Table’s rows are populated with the 10 tickers that comprise the “Large Cap Growth Sample Portfolio”.
The Table compares investment opportunities across many dimensions of financial, operational, and price performance. It uses a spreadsheet-like paradigm where the spreadsheet is populated with lots of highly specialized financial data.
The Table is comprised of Views which are logically organized into folders. Views are analogous to spreadsheet workbooks. Each View is displaying a different set of metrics as columns. We’ve selected the “Scores” view from the Ratings folder.
We can refine the data display by right–clicking on a row for row options.
We can also right–click on a column for column options.
The Table is also configured with Tile Views, which are Views that display tabular and graphical data together. Below we selected the “Scores Tile” View which is showing both Scoring and the price change over 2 years for each ticker in the portfolio.
Tile Views also come with additional configuration options along the top.
The Chart allows us to chart price, chart over 100 fundamentals, and chart key technical indicators. We can use the chart to baseline stocks for easy relative performance comparison. We can also chart macro entities such as Portfolios, Screeners, and Watchlists.
When a row is selected from the Table, the corresponding ticker is charted. We have selected the ticker GOOGL from the Table
We can add more tickers or benchmarks to the current chart
The Chart comes with many configuration options, where we can pick from a broad list of technicals, fundamentals, events, and much more
We can chart based on preset date ranges, or we can enter a custom date range
The Insight panel contains tools for researching a stock in depth. When a row is selected in the Table (in our case GOOGL), data for the corresponding ticker is loaded into the Insight Panel.
Below we collapsed both the Start Menu and the Navigation Panel to take better advantage of our screen real estate. Notice the breadcrumbs along the top, clicking on the breadcrumb trail provides for quick navigation in Stock Rover.
The Insight Panel is organized into 5 tabs:
Summary – includes an array of basic information about the company
Visuals – shows EPS, Dividends, Monthly Returns, History, Technicals, vs Peers, and vs Industry
News – shows pertinent news
Analysts – shows analyst data covering both ratings and estimates
Statements – contains income statements, balance sheets, cash flow statements, and more
