Stock Charting

Dozens of sites offer free stock charting but Stock Rover breaks from the pack by offering chart controls that are easy to use and far more capable.  Want to chart your portfolio vs. a benchmark?  Want to view total return including dividends?  We’ve got you covered. The following sections highlight some of the great features of Stock Rover charts. But the best way to see what charts can do is to sign up for a free account and start exploring.

Portfolio Charting

How is your portfolio doing vs. the S&P 500?  Add it to the chart with one click and then view your portfolio performance adjusted for the trades you made and the positions you owned each day.  Portfolio activity events show the shares you bought and sold.  The maximum drawdown event highlights the biggest percentage loss from peak to trough for each portfolio.  Prices are updated by the minute so you don’t have to wait for you brokerage to publish a monthly report.

Our dashboard chart view also makes it easy to combine portfolios to plot the dollar value of your holdings over time:

Charting Fundamentals

Apple shares took a big hit over Chinese sales at the end of 2018 but did you know that still left the stock trading at a higher P/E ratio than it did in 2013 when the price was under $60 a share?

The Price / Earnings ratio is just one of 100+ financial metrics that can be charted.  You can chart fundamental metrics against each other or compare the same metric for multiple companies.  This is extremely useful for pair trading and comparing a company to its peers.

Benchmark Comparisons

We hope your portfolio was constructed with an appropriate risk tolerance for your investment goals.  While the S&P 500 is the most common benchmark it isn’t necessarily the right benchmark for your portfolio as we all different goals at different times.  Stock Rover let’s you compare the total return performance (including dividends) of your portfolio against any benchmark you favor, whether that’s a popular index, ETF, or another portfolio.  One click on this index benchmark sets it as a baseline for the chart, or as the quants would say, normalizes the chart for the performance of the S&P 500:

Technicals and Events

In addition to the great features listed above, Stock Rover offers a powerful and ever growing set of technicals and events including:

Simple Moving Average (SMA)

Charts can display up to 3 different SMA lines each set to any period.  Stock prices are volatile and the moving average indicator smoothens the volatility to highlight the overall trend.

simple moving average

Exponential Moving Average (EMA)

Charts can display up to 3 different EMA lines each set to any period.  The EMA lines differ from the SMA lines by using an exponential decay to value the more recent prices more than older ones.

exponential moving average

Bollinger Bands

The purpose of Bollinger Bands is to provide a relative definition of high and low prices of a market. By definition, prices are high at the upper band and low at the lower band.

bollinger bands

Moving Average Convergence Divergence (MACD)

By comparing EMAs of different lengths, the MACD series gauges changes in the trend of a stock. The difference between the MACD series and its average is claimed to reveal subtle shifts in the strength and direction of a stock’s trend.  A “signal-line crossover” occurs when the MACD and average lines cross; that is, when the divergence (the bar graph) changes sign. The standard interpretation of such an event is a recommendation to buy if the MACD line crosses up through the average line (a “bullish” crossover), or to sell if it crosses down through the average line (a “bearish” crossover).

moving average convergence divergence

Relative Strength Index (RSI)

Traditionally, RSI readings greater than the 70 level are considered to be in overbought territory, and RSI readings lower than the 30 level are considered to be in oversold territory. In between the 30 and 70 level is considered neutral, with the 50 level a sign of no trend.

Candlesticks

Candlestick charts show a stock’s opening and closing prices, highs and lows, and overall range.

candlestick chart

Earnings Surprise Events

When a company reports quarterly earnings these chart annotations show how much the preliminary results beat or miss the consensus analyst expectations.  The EPS surprise event often explains a sharp drop or bump in a stock price relative to the market.

earnings surprise events

Ratio Charts

Ratio Charts allow you to clearly see how the price of two stocks are trending against each other over time in a single ratio line. Ratio Charts support calculated technicals on the ratio line including Simple Moving Averages, Exponential Moving Averages and Bollinger Bands. In addition to price, Ratio Charts can also use fundamental metrics such as sales or earnings for the ratio numerator and/or denominator. There are well over 100 fundamental metrics available. There is much more you can do with Ratio Charts. Check out our blog post to learn more.

ratio charts