Announcements - Stock Rover



Efficient Portfolio Analysis with Stock RoverAnnouncementsAlerts are available to all users through the end of the monthPortfolio Modeling will revert to Premium only at the end of the monthDemo Portfolio: Diversified Stocks PortfolioMade up of stocks that looked good at the timeTried to keep a balance of sectorsThis is a demo portfolio onlySteps for AnalysisCheck portfolio performance Check the portfolio against the S&P 500Check price performance of stocks (against sector, industry, and portfolio itself)Check fundamentals (brief, in this webinar)Flag any stock that is underperforming its industry or the portfolio, or looks unhealthyLook for replacement stocksCheck correlation of holdings and of replacement stocksSet Alerts on a portfolioModel potential tradesCheck Overall Portfolio Health Load all of portfolios in table by clicking “My Portfolios” in the Navigation panelMouseover the portfolio name to get more information in a tooltip (OptionsTooltips”Show ticker cell tooltips in table”)Find the sector allocation in the Insight panelFind the “Top Movers” in the Insight panelLet’s you quickly find the worst and best performers in any time periodModify the columns so you can see the most important metricsFind news related to just the stocks in your portfolio with Benzinga, Google, or Yahoo “Ticker-Specific” news selectedChart the portfolioAdd in S&P as benchmark and a baselineAdd in max drawdown (from the “Events” menu)Check the Market Chart S&P 500 in last two yearsAdd in the SMA (from the “Technicals” menu) to see the trendEfficiency TipsMouseover the portfolio in table for a tooltip for quick portfolio statsSee portfolio allocation in Insight panelFind the top movers in Insight panel with variable time periodsModify the columns to show whatever you likeChart the portfolio’s performance (and chart against the S&P)Add the max drawdown in chart as a gauge of riskCompare against the same drawdown for the S&PCheck the market trend by charting the S&P 500 with the SMACheck Portfolio Holdings Performance in Past YearLoad the portfolio in the table and group the stocks by sector (right-click any column header and select “Group By”)Go through each sector and color-code stocks based on first impressionsColor-Code GuidelinesDon’t decide anything until after doing more fundamental research, but quick technical analysis reveals:Red – weak price performance, don’t replace these stocksGreen – strong price performance, check fundamentalsYellow – so-so price performance, replace with similar but better stocksEnergyChart this sector with a variety of time periodsLook at sector allocation in the Insight panelChart all portfolio Energy stocks in past three monthsFlatline sector to see how they measure upDo quick fundamental check in the Summary tab (Growth section)Color-code stocks red, green, or yellowChart all Industries within Energy, see how they’re doing against the sector and the S&P 500Efficiency TipsAdd technicals to a sector to gauge its healthSee stock allocation within a sectorMulti-select from table to add several stocks to the table at onceFlatline a sector to see relative performanceCheck fundamentals in Summary tabColor-code stocksTag stocksChart all industries in a sector to find strong industries, and to find which ones are underperforming their industryHealthcareChart overall sector, compare against S&P 500Scroll through each stock, charted against its industry and sectorAdd in fundamentals to the secondary chartConsult the Summary tabColor-code stocksTag stocksEfficiency TipsChart a stock against both its sector and it industry for relative performanceThis helps evaluate the industry as wellAdd in fundamentals in the secondary chartTechnologyChart this sector with a two year time periodAdd in SMA to see the trendClick to see stock allocation in TechnologyChart all portfolio’s Technology stocks with the portfolio set as baselineColor-code and tag stocksEfficiency TipsChart all stocks against a portfoliolets you see which are most volatileFlatline the portfolio to see which stocks are pulling down portfolio performanceFind Replacement StocksGroup table by color, add Tag column (is using)Choose a yellow stock to replace (consult tag for reason for replacement)Evaluate this stock’s industry—do we want to stay in this industry?Go to Peers tab to find replacement for FORMFilter by market cap, beta, EPS 1-Year Change, Volume, and any other desired traitSort by 1-Year Return vs. IndustryAdd promising stocks to the table (click the green “+”), also add in original stock for comparisonSave potential replacements as a WatchlistPortfolio Reporting – Correlation: OverviewAll stocks in selected portfolio are listed in both rows and columnsThe intersection cell shows the correlation between the two stocks—mouseover for a tooltipTable is symmetrical across the diagonalThe portfolio or watchlist as a whole also gets its own row and columnMouseover the identity cell for the most and least correlated stocks for that item Overlaid heat map: Negative correlation in shades of purple0 to 0.5 correlation in grey Positive correlation above 0.5 in shades of redFilter correlation table to find coefficients in a certain rangeFollow a row or column to see how one element correlates with all the othersCorrelation Analysis Check off the Replacement Stocks watchlist on the leftUnselect portfolio on left and instead add it in as a whole rowGo through Diversified row and see how each replacement stock comparesRemove stocks from watchlist that are highly correlatedSelect and unselect watchlist to reloadOr, select portfolio on left and type in specific tickers to check correlationEfficiency TipsUse filtering and sorting in Peers tab to find promising replacement stocksAdd stocks in Peers tab as research tickers to the table Save research tickers as a watchlistUse Correlation table filtering to find high correlation in portfolioAdd in portfolio as row/column in Correlation table and compare against watchlistAlertsAvailable to all users through the end of MarchCreate an alert for a portfolio, and it sets an alert for each stock in your portfolioFor example, decreasing over industry over a set period of time, or a spike in trading volumePortfolio ModelingSee how trades and a replacement stocks would affect the composition of the portfolio ................
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