Stock Rover 101 — Webinar Outline



Stock Rover 101 — Webinar OutlineA Few Basics5 main panels can be resized Right-click menusCan also be accessed by hovering over an element for drop-down buttonThese menus are essential for exploring Stock RoverToolbar (top of screen)Top of FormPortfolio Reporting (Premium)Contains in-depth portfolio analyticsSelect which portfolios you want to analyze & over what time periodsMetrics and graphs for determining performance, risk, and best/worst stock picksCorrelation to help you see diversification riskCan be opened in another window or printedBottom of FormInvestors’ LibraryImport anything into your account for freeSubmit your own portfolios, screeners, etc.OptionsIncludes a variety of Stock Rover settings, plus your account informationTurn on/off different kinds of tooltips HelpLinks to how-to guide, video pages, and supportSearchboxOpens search results in a new browser tab Invite a Friend Please do! Alerts (Premium)Get notified immediately when something interesting happensFeedback Email us with any comments, questions, or problemsSee our support policy: support-policy.htmlLogout Task Wizard (top left panel)Helps you accomplish the most common tasks in Stock RoverNavigation Panel (lower left panel)Populates Table rowsPortfolios, watchlists, and screeners are user-definedCreate or import your ownRe-order the list by dragging-and-droppingIndices, Sectors, and ETFs for browsingRight-click any item in Navigation panel for menu of optionsThe Table (center top panel)Table header orients you as to what rows are currently displayed Columns (metrics) are organized into ViewsViews are customizableAdd, remove, or sort by a columnRight-click on a column header or View tab and select ‘Modify’Right-click any row, column header, or View tab for a menu of optionsSee ticker history10 years/quarters data for Premium; 5 years/quarters for BasicTicker info tooltipsThe Research BoxSearch for tickers by company name or ticker symbolTickers in the Research Box are called “research tickers”Research tickers stay in the Table until you remove them View them with any dataset, or view only research tickersGet a history of past research tickersFilteringFilter on the columns in the current View Filters stay on Table until removed by youSave TableSave stocks in the Table as a watchlist or portfolioExport to CSV (Premium)PrintCopy and paste printable format into spreadsheet programsScreeningRun a screener instantly by clicking on it in the Navigation panelModify or create new screener by right-clickingSee how many stocks pass screener as you build it upAdd Quant features for ranking (Premium)Screen on historical data & compare metrics to each other using freeform equations (Premium)The Chart (center bottom panel)Links with TableChange time periods Zoom in on a chartPrimary ticker (leftmost ticker) is specialReplaced by what is selected in Table (if linked)Dependent benchmarks Technicals apply only to primary tickerFundamental metric packages apply only to primary tickerSet a baselineAdjust price for dividendsAdd technicals, fundamentals, or change chart settingsShortcuts (Premium)Save your favorite chart configurations to apply them easilyThe Insight Panel (right side of screen)Populated by the row that is selected in TableSummary tabMarket summaryCompany summarySEC filings, major holders, and insider transactions Key performance detailsDetail tabAnalyst estimates and detailed financial data Switch between quarterly and yearly data (Q/Y button)News tabStock-specific or market newsClick on a story to view itAdd news feeds from listPeers tabShows industry peersColumns can be added, removed, and filteredInfo tooltips appear when you mouseover a tickerLinks tabLinks to outside research sitesModify the list and add your ownCash symbol means the site requires a loginNotes tab (Premium)Create research notes while you work in Stock RoverNotes are time-stamped and searchableStock Rover MobileTablet and phone apps – free and intuitive to useJust go to Stock Rover in the browser of your phone or tablet and click “mobile sign-in”iPad and iPhone users can download the native app through the Apple StoreAdditional Resources Video Library — video.htmlShort tutorials can help you review content from this webinarFull recorded webinars will give you workflow ideas and Stock Rover tricksHow To Guide — help-how-to.htmlStep-by-step instructions for all Stock Rover features Support — support-data.htmlBrowse past questions from our usersSee a glossary of Stock Rover termsMetrics & Tickers — metrics-profile.htmlA list of all the metrics and tickers currently available in Stock Rover ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download