Check the Health of the Markets



Efficient, Seamless Investment Research with Stock RoverCheck the Health of the MarketsCheck Summary tab for the day’s market summaryPut all indices in Table by clicking “Indices” in Navigation panelSee Top Movers in Insight panelChart S&P 500 by clicking on the row—if the chart is linked it will be added to the Chart.Add in SMA to see trendsCheck Value vs. GrowthLook in Navigation PanelETFsDomestic Diversified for small, mid, and large cap for both value and growth (6 ETFs total)Create Watchlist of six ETFs and chart them against the S&PEfficiency Tips in this SectionClick parent item in Navigation panel to see constituent elements in TableLink the chart and the TableUse categorized ETFs to quickly find proxies for segments of the marketQuickly add a column to the Table with Add Column buttonSort the table by clicking a column headerAdd a ticker to a watchlist by right-clicking the tickerSave a watchlist of ETFs to compare against the S&PSet the S&P 500 as a baseline in the chart to see relative performanceUse multi-select to chart several tickers at onceScreen for GrowthGo to Investor Library and browse (or search)Import Mid Cap RocketsNote: this is a quant screener, which is a Premium-only feature, but Basic users can use the non-quant features of the screenerSave screener results as a watchlistApply quant to watchlistChart relative performance of these stocks against the S&P 500Chart SMA on top of stocksRemove stocks that don’t look goodColor or tag stocks that look particularly interesting Group stocks by color, create new watchlist with colored stocksEfficiency Tips in this SectionAdd Navigation panel tooltips (OptionsTooltips)Search the Investor Library for pre-built screenersSave screener results as a watchlistAdd a date to the description as a bonus backtestRank a watchlist with a quantScroll through the charts of the stocks in a watchlistAdd in both sector and industry to see how the stock comparesEasily remove a stock from a watchlist by right-clickingColor or tag stocks by right-clickingGroup stocks by color or tag by right-clicking a column headerMulti-select stocks and right-click to create a new watchlistScreen for stocks that are out of favorGo to Investor Library and import the “Revert to Mean” screenerChart screener with different time periods (note: does not backtest)Run screenerView Analyst Estimates for selected stock in the Detail tabSort by “EPS Next Year Estimate Trends” metric in the TableTake stocks with current EPS estimate v. 90-days ago > 0 and tagSwitch to my custom-made “Versus Industry” ViewSort by P/E Industry DecileUse Column Info Box to see description and find related metricsTag multiple stocks at onceSave all tagged tickers as a watchlistEfficiency Tips in this SectionChart a screener (does not backtest) to check itSee the Analyst Estimates in the Detail tabSort by EPS Next Year Estimate Trends to find just stocks whose EPS has been revised upwardsCreate custom View with the specific metrics you wantUse the column info box for metric descriptionsTag several tickers at once with multi-selectSave all tagged tickers as a watchlist or portfolio by selecting “Manage Tags”Delete a tag to remove all the tags from tickers at onceLook at Sector PerformanceChart all sectors and compare against a flatlined S&P 500Create a note with best sectors (Premium feature)Click into sector, sort industries by best return versus sectorFind the top movers in the Insight panel from the top-performing industryFind best performing stock in best-performing industry with the Top Movers in the Insight panelFind competing stocks via the Peers tabEfficiency Tips in this SectionChart all sectors against the S&P 500 in any time periodCreate a note with any observations (Premium feature)Sort Industries in the TableFind top movers in industry with the Insight panelAdd a research ticker straight from the Top Movers sectionView all stocks in the same industry in the Peers tabAdd, filter, and sort columns to the Peers tab Add research tickers from the Peers tabMiscellaneous Tips Use back button in TableUse research box drop-down for historyThanks for watching! Please email erica.reisman@ with any feedback. ................
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