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Research Reports provides a comprehensive summary on any of the 7000+ stocks we track in Stock Rover on the U.S. and Canadian exchanges. Research reports can be viewed in your browser and can be produced in PDF format for portability and sharing.
You can run the facility by right clicking on any stock ticker from the Table and selecting Research Report as shown below.
Note: More information about Research Reports can be found here in our help or here in our blog.
Historical data can be viewed by right-clicking on any of the ticker symbols or rows in the Table and select ‘Historical Data’. This will open the historical data window where you can choose TTM, Quarterly and Yearly data. Click ‘Done’ on the window to go back to the table.
Historical data can also be viewed by right-clicking on any of the columns in the Table.
Below is a sample of the historical data window. If you are a Premium or Premium Plus subscriber, you can detach the window so it freely floats by clicking on the detach icon (window with diagonal arrow) in the upper right hand corner of the historical data window.
Any ticker can be charted from the table by right-clicking on a row or ticker symbol. There is an option to chart the selected symbol or compare in the chart.
Any ticker can be displayed in the Insight Panel from the table by right-clicking on a row or ticker symbol. Select the “Insight” option and it will switch the display to the Insight Panel.
A ticker can be added to any portolio or watchlist directly from the table. To add to a portfolio right-click on any row or ticker symbol and select ‘Trade in Portfolio’.
To add to a watchlist right-click on any row or ticker symbol and select ‘Add to Watchlist..’
Colors provide you with the ability to classify and group tickers according to any classification scheme that is of value to you. Once a ticker is classified by a color, they can be grouped so that tickers with like colors will be displayed together. Colors allow you to paint tickers with different colors, For example Green could mean “Buy”, Red could mean “Sell” and Yellow could mean “Have Concerns”. The meaning of each color you use is up to you. You can also assign your own names to colors to help clarify their meanings.
The screenshot below shows how to access Color when right clicking on a ticker in the Table.
Below is a screenshot of a the table using the red, green and yellow colors. The table is grouped by color.
By default, as you can see when you color a ticker it is only coloring the ticker cell, but as highlighted in the screenshot below you do have the option to “Color Entire Row”.
Below is a screenshot showing the table with the “Color Entire Row” option selected.
You also have the ability to name the colors. When you right click on any ticker in the Table, you will get a menu, where one of the menu items is Color. At the top of the Color sub-menu is an item called Manage Color Names as shown below.
When you click on Manage Color Names, you get the following window.
In the example below we edited a few of the color names to be more descriptive by clicking on the color’s display name:
Green = BuyYellow = CautionRed = SellBlue = HoldCyan = To Research
After the edits, the manage window would look like this:
Now when you right click on Color, you see the new color names as shown below.
The names you select for colors are also used when you group by color in the Table as shown in the screenshot below.
You can select the following option to create a watchlist to display all the tickers you have set to a color or for a specific color.
To view all the stocks with colors, right-click on a ticker and select the ‘Show Stocks with Color’ option as seen in the screenshot below.
This will open the window as seen below. Here you will give the new watchlist a name and select all colors or specific colors, and it will create a new watchlist after clicking ‘Show’.
Tags provide you with the ability to classify and group tickers according to any classification scheme that is of value to you. Once a ticker is classified by a tag, they can be grouped so that tickers with like tags will be displayed together.
Tags allow you to give a ticker a specific identifier using words. For example; “Buy at Target” or “Research After Earnings”. The tags you use are completely up to you. Tags can added as a column to any View in the Table. Tickers can also be grouped by tag in the Table.
The screenshot below shows how to access Tag by right clicking on a ticker in the Table.
The following screenshot shows a table view with the Tag column.
This is a screenshot of the same table grouped by Tag. Grouping is done by right clicking on the Ticker column and selecting Tag from the Group By menu choice.
When you right click on any ticker in the Table, you will get a menu, where one of the menu items is Tag. At the top of the Tag sub-menu is an item called Manage Tags as shown below.
This screenshot shows the Manage Tags window where you can add new tags, remove them, and add tickers to specific tags.
To view all the stocks with tags, right-click on a ticker and select the ‘Show Stocks with Tags’ option as seen in the screenshot below.
This will open the window as seen below. Here you will give the new watchlist a name and select all tags or specific tags, and Stock Rover will create a new watchlist after clicking ‘Show’.
Comments are more informal than notes. Comments are maintained on a ticker by ticker basis; so you can have a separate set of comments for each ticker you wish to add your thoughts to.
Comments are just text that you type into the Table. You can add the Comments column to any Table View. Then any ticker in the row of the data set you are viewing will display the comments you have entered. You can update or enter new comments directly into the Table for any ticker.
Comments serve as quick notes about a ticker as can be seen in the example below, you can right-click on a ticker to access the Comments box.
Comments can be added as a column in the Table so you can view and edit them directly in the Table as seen below.
The Table allows you to add Notes to any ticker. Notes are similar to comments, but they open in a separate window and allow more space for writing and links. Notes are also time stamped and you can also search, edit and delete old notes. To access notes, right-click on any row or symbol and select Notes.
The Notes window automatically opens for that particular ticker, but you can access other tickers’ note from that same window. If you accumulate a lot of notes for a single ticker, you can use the searchbox to find particular content.
Under the Show All Tickers tab, it will display all the tickers you have notes for. In this option you have the ability to use the searchbox to find content or to search based on a date range. As seen in the screenshot below there is a beginning date but not an ending date, this means to look from the beginning date to the present date.
The Table allows you to set up an alert by right-clicking on any row or ticker symbol and selecting ‘Create Alert’.
Once selected it will bring up the Create Alert window. For further information on creating alerts see Alerts section.
To display the peers of any ticker, right-click on any row or ticker and select ‘Show Peers’, this will then display the peers of the selected ticker in the Table.
Selecting Research Links displays a list of links to outside investment research websites. Clicking on a link brings you to that website in another tab in your browser.
Selecting Manage Research Links launches a window which lists all the available links. This is where you can add more links to the current list. You can also edit existing links and remove links. To add a link to your links section, highlight it on the left and hit the ‘Add’ button.
If you’d like to add a link that is not already in the system, click the ‘Add Custom Link’ button at the top. This will bring up a window where where you can enter either a fixed URL or a URL that will respond to the selected ticker. For a ticker-responsive URL, use a dollar sign in place of the ticker symbol in the URL. Then, clicking on that link will bring you to specific information about whatever ticker you have selected in Stock Rover.
To edit an existing link, highlight the link under the ‘Your Links’ section in the Research Links window and click the edit icon next to the link.
This will bring up a window where you can edit the link name and URL, as well as test it to make sure it works.
Rows can be hidden from the Table. If you want to hide any rows you can right click on the row or ticker and select ‘Hide Row’. This will remove the row from the Table.
Rows that are hidden can be unhidden. To unhide a row, right-click on the ticker column and select ‘Hide Tickers’ from the pull down menu and uncheck the hidden tickers. Here you can also hide any additional tickers from the Table.
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