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Help & Support

Portfolios

What is the difference between a portfolio and a watchlist?
What portfolio management capabilities does Stock Rover have?
How do I create a portfolio?
How do I combine portfolios?
Will I be able to link to my brokerage account?
I already have my portfolio information elsewhere. How do I get it into Stock Rover?
How many portfolios and watchlists can I create?
How can I create an equal-weight portfolio?
How many securities can I have in a portfolio or watchlist?
Are portfolio summary values simple averages or weighted averages by what I own?
Is it possible to chart a portfolio in Stock Rover?
I deleted my portfolio (or watchlist) by accident, can I get it back?
How can I see my portfolio's allocation?
Is there a way to update a portfolio by importing?
Is there a way to include a user-defined security in a portfolio?
In the Update Portfolio window, what does checking ‘Adjust Cash Automatically’ do?
Is it possible to see portfolio position sizes in percentage terms?
Why are my portfolio returns different in the Table versus in the Chart?
Does charting a portfolio assume dividend reinvestment?
Can I see total return including dividends but not reinvested?
Why are there differences in returns data in the main Table vs. Portfolio Analysis?
Do the returns in Portfolio Analysis assume dividend reinvestment?
Why does the Holdings tab show holdings that I no longer own?
How do I move a portfolio from My Portfolios to My Watchlists? I can't seem to drag and drop.
Is there an audit trail of trades per portfolio?
Can you correlate stocks?
How do I handle buy dates?