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Tuesday, September 11, 2012

Stock Rover

Source: Capital Pixel
Looking for a state-of-the-art investment management, analysis system?  Stock Rover may be exactly what you are looking for.

In just the couple of days I have played around with it, I have used it to screen for stocks, analyze portfolios, set up watch lists, etc. The software has an easily accessible abundance of info that can only be truly appreciated by giving it a test drive.  Download and create  portfolios, and then find market news or firm-specific news by rolling over portfolio holdings' stock symbols.  Compare performance to various benchmarks over 11 different time frames and arrange information how you want to see it.

There are a number of reviews on line and really good supporting videos showing capabilities of the system, so I'll just point out one feature that impressed me.

I have recently been analyzing and making presentations on how investors can use ETFs to improve the yield on the bond portion of their asset allocation and at the same time manage risk.  This can be tricky given the number of bond ETFs available in the market place; and structuring them into a portfolio for analysis and comparative analysis is challenging, to say the least.  Thus, I was pleasantly surprised to see that Stock Rover carries bond ETFs and makes it easy to create portfolios.  Here is a small partial listing of the bond ETFs they list:

Source: Stock Rover
CLICK IMAGE TO ENLARGE   Note that this is just some of the ETFs that begin with the letter "c"!  This is the middle panel of three on the page that you'll see.  It holds stocks for screening, portfolios and, as shown here, available ETFs.

The image shows performance view.  In fact, there are numerous other views.  Because CSJ  (an ETF of short maturity corporate bonds) is highlighted, a graph of its price is shown on the bottom portion of the graphic.

Clearly, it is easy to see the price history of numerous bond ETFs efficiently by selecting them.  As you play around with this, you'll find it easy to move columns in the table and get the information you want in the format you want.

To the right of this middle panel graphic is security level information on the highlighted security:

Source: Stock Rover

 CLICK IMAGE TO ENLARGE   Again, just by a click and scrolling down, you have an incredible amount of information at your finger tips.  Note the "news" tab.  Click on it, and you get general market news as well as security-specific news.

With ticker symbols, security characteristics, etc. at your finger tips, it is a piece of cake to begin putting together a portfolio to examine.  With Stock Rover, you do this on the same page using the panel on the left hand side of the page you are already on!

As you can see in this panel, you have a couple of portfolios already set up.  I set up a Benchmark portfolio comprised of 65% stocks and 35% bonds benchmarked to the BlackRock diversified portfolio they use in their asset return table.

Source: Stock Rover
CLICK IMAGE TO ENLARGE  Again, you get an idea of the available information.  Just click the green "New" button, and you're set to construct a new portfolio.  Note that I've been on the "Portfolio Performance" view and that there are numerous other views available. Also, note the arrow pointing to ETFs. Clicking there produced the ETF listing in the center panel looked at earlier.

To really get a feel for the information available, you should play with it a bit.  I'm not sure how this will eventually be priced, but Stock Rover does make life easier for those who do a lot of security and portfolio analysis.

Check it out.

Disclosure:  I am not affiliated in any way with this product.  This post is purely for educational purposes.

1 comment:

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