Help & Support
- Quick Start Guide
-
How To
-
Analyze a Stock
- Gaining Insight
- Seeing What the Analysts Say
- Getting Research Reports
- Seeing How a Stock Scores
- Seeing How a Stock Rates vs its Peers
- Checking Performance vs Competitors
- Checking the Technicals
- Analyzing Growth
- Analyzing Dividends
- Checking Seasonality and Monthly Returns
- Reviewing Financial Statements
- Viewing Historical Data
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Analyze a Stock
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Stock Rover Help
-
Introduction
- Stock Rover Overview
- The Premium Trial
- The Main Window
- The Start Menu
- The Search Bar
- Navigating Stock Rover
- How Quotes Work
- Managing the Panels
- Breadcrumbs
- Right Clicking
- Multi-Select
- Drag and Drop
- Auto-Resize Columns
- Keyboard Shortcuts
- Performance Report Emails
- Stock Rover Research Reports
- Mobile Experience
- Auto-Login
- Account Management
-
The Chart
- Charting Overview
- Types of Charts
- Setting Chart Options
- Selecting Tickers
- Setting the Time Period
- Adding Benchmarks
- Setting Baselines
- Charting Events
- Candlestick and OHLC Charts
- Valuation Charts
- Technical Charts
- Ratio Charts
- Fundamental Charts
- Managing Charts
- Resetting the Chart
- Accounting for Dividends
- Saving Charts as Images
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Introduction
- Support FAQs
- Videos
-
Metrics
- Metric Overview
- Chartable Metrics Overview
- Analyst Estimates
- Analyst Ratings
- Balance Sheet
- Cash Flow Statement
- Custom Metrics
- EPS Estimates
- EPS Estimate Trends
- ETF & Fund Asset Allocation
- ETF & Fund Equity Capitalization
- ETF & Fund Equity Classification
- ETF & Fund Equity Style Box
- ETF & Fund Holding Statistics
- ETF & Fund Profile
- ETF & Fund Region Breakdown
- ETF & Fund Sector Weightings
- Fair Value & DCF Model
- Grades & Scores
- Growth
- Income Statement
- Industry Deciles
- Per Share
- Portfolio
- Portfolio Reporting
- Price
- Profile
- Profitability
- Profitability vs. Industry
- Profitability vs. Sector
- Returns
- Returns vs. Industry
- Returns vs. Sector
- Returns vs. S&P 500
- Revenue Estimates
- Sector Deciles
- Stock Rover Ratings
- Technical Indicators
- Valuation
- Valuation Range
- Valuation Yields
- Volume
How can I see my portfolio's allocation?
There are a few ways to get to the Portfolio Allocation. Portfolio Allocation is available under the Portfolio Manager window under the Allocations tab. See the following link Viewing Allocations help documentation for more information.
One way is to select Portfolios in the Navigation panel, then highlight the row of a portfolio in the Table. The Summary tab of the Insight panel will then display the Portfolio Allocation pie chart for that portfolio. See the following link Insight Panel help documentation for more information
The second way is in Rebalancing facility, selecting the Portfolio Allocation tab. See the following link Rebalancing Facility help documentation for more information.
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