NEW Stock Rover Feature

[Robandcindy2]

(01-25-2016, 07:24 AM)Robandcindy2 Wrote: Ohhhhkaaaay......

So with just a couple of clicks I linked our Fidelity Accounts (6) to Stock Rover...   Easy Peasy!

However.....

Each of our accounts (3 non-IRA) (2 401K) (1 Mutual Fund Non Brokerage) uploaded as separate accounts.

I emailed customer support after trying unsuccessfully to merge them into one portfolio.  This is the recommendation:

Hi,
 
Thank you for the feedback, it is greatly appreciated. 
 
We are unable to combine these portfolios into one portfolio.  What we recommend doing is creating a folder and grouping these portfolios under the folder, then you can right-click on the folder and click Show All Stocks, which will allow you to view all the stocks in one table. 
 
Regards,
Alison
 
The Stock Rover Team
Stock Rover Support Policies


This worked just fine and I was able to view everything on one page.

So far I'm giving this a B+.  My personal spreadsheet (GoogleSheets) does my tracking better but clearly is no match for data and analysis available with Stock Rover.   My spreadsheet is also very labor intensive updating dividend reinvestments.

I need a few more hours flying this puppy and I'll report back ......


http://www.stockrover.com/blog-stock-rover-6.3.html

Stock Rover Blog

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A New Year, A New Release: Stock Rover 6.3
Posted by Alex Reisman on Monday, January 11, 2015 @ 8:00 AM
We’re starting 2016 off right, with brokerage integration! This blog post will review this exciting new capability plus the other good stuff in our latest release, Stock Rover 6.3, which went live this morning. 
Because Stock Rover is a web-based app, no installation or effort on your part is required. Whenever you login to Stock Rover, you’re always using the most up-to-date version.
Here’s a quick menu of what’s new: 

• Brokerage Integration (Beta)
  
  
• Redesigned Insight Panel & Full Financial Statements
  
  
• Stock Rover Markets for Phones
  
  
• User-Friendly Refinements
  
  
• New Metrics
  

Read more.....

Will give it a go and report back.....