Help & Support
- Quick Start Guide
-
How To
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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
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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
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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
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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
What is the difference between a portfolio and a watchlist?
A portfolio contains more information than a watchlist. Portfolios are designed to track the stocks you actually (or hypothetically) own. Portfolios maintain a list of the individual investments (stocks, ETFs, mutual funds), and, for each investment, the number of shares and the average purchase price for the shares. Stock Rover uses that information to calculate detailed performance data for the portfolio.
A watchlist is similar to portfolio, but only contains a list of tickers—no quantity or buy price information is entered. A watchlist is generally used to track securities that you are interested in but don’t own.
Top What portfolio management...