 Hi guys, welcome back to the independent investor channel. Really. It's great to be with you guys. My name is Ryan If you guys are looking for the best portfolio tracker out there on the market, I've got it stock rovers is The answer to everything that you could ever want in a one-stop shop portfolio tracker stock research tool You don't need to look any further if you guys are trying to and becoming frustrated with Excel Spreadsheets and the maintenance that exists therein You guys need to look at stock rover. It provides the opportunity for a 14-day trial Links are provided in the description below I'm going to provide you guys a quick walk-through on a few of the functions and features Within stock rover. This is a product that I use myself We are affiliated with stock rover any links that you click on to help support the channel I'll receive a small compensation For providing content like this, but I find myself coming back to stock rover as kind of a daily use tool in my stock investing and my research application and I think for the different levels of Membership that stock rover offers. I think there's a product that can align with your needs Specifically so you want to make sure and kick over watch those tutorials that are provided on the stock rover website That of which all include in the description of these videos as well But sit back and enjoy how it is that I've been able to capture Multiple accounts bring them all into a one-stop shop like stock rover And extrapolate some of the data and analytics that are provided through this awesome awesome platform guys We'll jump you into the account now and conduct the review So I think one of the coolest opportunities through social media is to be brought to products that you wouldn't wouldn't have known about before Unless identified on some independent research I've had the unique pleasure of of getting familiar with stock rover Which is bottom line hands down the best portfolio tracker on the market It blows everything else out of the water guys if you are trying to Manage an excel spreadsheet to provide yourself good Analytics and data you're really missing the boat here. You really are stock rover allows you a 14-day trial to kind of pilot the program they have a lot of different avenues and Packages that can satisfy each and every client out there's needs what you're looking at here is the aesthetic dashboard for the premium plus package that they've got which is their elite service which is Absolutely fantastic. This is like driving a Ferrari guys. There's no doubt about it You can ask stock rover to do anything under the Sun and then some So I've chronicled the initial rollout of stock rover And I know there's a lot of people out there that are looking for a tool like this and for the main reason of time savings It's it's worth taking a look at stock rover again back to the excel spreadsheets It's only as good as the time spent in the data input. Okay stock rover does all that for you All you have to do is take your data throw it into stock rover And it extrapolates all the metrics that you would ever need forecasted future revenue, etc Stock individual stock performance dividend renderings from quarter to yearly into the future It this guy is the limit with stock rover and for you guys that may have just one portfolio with a passive ETF And it stock rover might not be the best for you Okay, now there are tools that are available on the research side of the house Some a la carte products that you can find some proprietary research tools and it's fantastic It'll print you out an eight-page document and that is an a la carte service But for a more advanced comprehensive portfolio like myself here I want to earmark what this is right here on the top end of the screen Now I'm at the dashboard here. The dashboard is just a quick shot. This is super super important These are all my accounts. Okay, so basically what I did is I used the brokerage connect tool here to capture all of my M1 finance accounts All of my Meryl edge investing accounts as well as my thrift savings plan Now the thrift savings plan is a little more fickle It gets caught up somewhat in the cookies and I have to do this on a Non-private tab browser to get this to update which is totally fine I don't mind doing that because the thrift savings plan is a tough Tough account to link over in other words It's always a manual amendment or a refresh and a re-log in to get that data to stick but stock rover does the best job of Actually allowing that to happen as long as you do it in an open source Browser tab and which is totally fine here, but this is great man It gives a snapshot of the portfolios combined This just on a quick look if I logged in to stock rover, it's gonna give me of course my all my Market news the charting and graphing are second to none on stock rover. They're incredible There's no way on a tutorial that I'm gonna get to everything. These are my holdings one-day performance I can kick in here and do you know one-year performance. I can do five-year performance I can do custom time framing on this And then scrolling down here. This is on a snapshot my projected dividend income Guys, this is all stuff that manually has to be built into a spreadsheet or have somebody build it for you And then you get to hope that either number one you don't sell a stock ever and that spreadsheet remains static Number two is that that spreadsheet where it's pulling data from Doesn't incur some sort of an error or or corruption message That will require you to go in there and fix the master spreadsheet and or fix each individual spreadsheet It's it's really just futile and people are spending way too much time Time is way too valuable to be spending Baby sitting and massaging your Excel spreadsheet all the time just to provide you rudimentary data that stock rover can provide on an advanced level, but this Projected income here this goes up through 2021. This is kind of cool. And then it gives the year-end recap This is proposed dividends for my portfolio combined 7284 and then you can see how the dividends increased based on the current holdings projections of 8062 total over the next couple years of 15347 renderings and then here's your snapshot Um, no need for dividend tracking here that gives it to you So if I look through here on a quick whim, I can go boom starting here On tuesday, which is tomorrow the day after filming this video. I know I've got cvs, which is a holding of mine Reporting I've got a double whammy on thursday walmart and royal bank of canada I own them both the following week is a big week for the independent investor channel We've got home depot and medtronic. I own them both Lowe's I own sales force TD dominion I own so some big earnings weeks coming up and on a snapshot you can really Kick in here and be provided a daily briefing on What sectors are out performing? I mean, how many people knew that energy is out performing right now? 5.2 percent. There's technology, which is everybody's favorite at 27, right? Some of the watch list and some of the stuff that I'm I'm working But I want to kick over here to the Portfolio analytics for just excuse me the rebalancing This is this is the real real key here. This is a lot of fun And this right here gives me the visual picture of what I Really enjoy through stock rover. It doesn't get any simpler than this and I've seen some excel spreadsheets out there guys That that are fantastic. They're beautiful and and I give kudos to the person who built them The the problem is the scalability of those products and and they are deficient in meeting the masses needs This is very very simple. It tells you everything you need to know if I click over here This is very very clean. The aesthetics are are super super easy to work with and if I were going to click in here Boom, there it is in its totality Now keep in mind here. Look at how simple this this is and look at the amount of data That is being captured here in this particular stock aspect of the portfolio Here's all the sectors to the right in the listing And here's how it breaks down now since my portfolio is is rather large and it's it's extensive in that it captures multiple different accounts multiple different holdings Stock rover displays that in this pie Overlay in a one-stop shop. Very very cool So for example, we'll kick in here to consumer cyclicals for a second That's a fairly bad example because I got a big chunk of highly on it looks like pac-man in here But if we go back here and pick a sector, let's pick technology everybody's favorite, right? This really tells the picture and this is that one sector guys. This is insane Look at that to boom on a snapshot give you that give you the ticker symbol The name of the company the percent of portfolio waiting and the actual dollar dollars that are rendered there apple 1.5 percent to my total overall portfolio now these small slices here guys. This is m1 finance This is the brand new dividend growth portfolio that I just recently rolled out to you guys There's texas instrument on a very very small $223 position, but that just shows you how powerful stock rover is I didn't have to manually add this into this to into this spreadsheet stock rover does all work for me Okay, it's direct connected to m1 finance. So therefore any changes to m1 finance any changes To meral edge will be reflected within the one-stop-shop stock rover platform. Boom There's the little piece of intel that I've got let's kick over here There's the small piece of broad com that I have the small piece of amd that I have And then these represent the larger pieces right salesforce.com There's crowd strike. There's sysco systems and around the horn right and just for sake of of Showing you guys and really showcasing the power of this. Let's kick into basic materials kind of cool, right? APD here, we've got bhp billetton. We've got lindy And we've got sure when williams here that just incurred a stock split And we'll show you one more just for the sake of Of demonstration purposes shoot. Let's kick into communication services. So this guy's gives you the visual This right here is what I see attempted to be duplicated across the excel spreadsheet Landscape and they're failing to do so they may get a beautiful picture for the time shot But the thing about it is are those products going to stand the test of time? Are they going to be good six months down the line? Are they going to capture all of your portfolio? Moves does it lock you in to just remaining static on your portfolio? Because you have to go in and constantly update your excel spreadsheet Don't no need to do that with stock rover. It does everything for you. There's a tnt. There's a 2.1 Of my over portfolio. There's a small splice. That's t-mobile. You bet That's a brand new position in the dividend portfolio as these positions increase So will the pie in stock rover? It will account for all of those changes and increases in In distribution of funds. There's Comcast Right and then my larger holdings of Walt Disney Company Facebook And google right so fantastic So with that guys i'm going to be rolling out some more tutorials on on these Let's check future income just for fun Absolutely, this is really cool man. This really allows you so this right here is the summary Up to december of 2022 it always forecasts two years in in advance But if I look at the portfolio This basically takes each and every of the the accounts right and gives me what the accounts are rendering individual Per month This is incredible. So this groups it together per month And then down here, of course, it throws in a visual representation guys I'd be hard pressed to say that there's an excel spreadsheet out there That can do this level of deep analytics for you But this gives you the amount of renderings per portfolio, right? So you can see here the lion share the dividends are coming from mine Then next it's coming from the next roth Then next it's coming from the taxable brokerage it and so on and so forth And then if you go into the individual holdings level boom, it's a click away. There it is Where are these dividends being rendered per month, right? So you can see here in the month of february next month I can expect that ab v city group realty income core procter and gamble And charles schwaab are going to render a small dividend February is a rather anemic month. That's kind of embarrassing 154 Well, let's cruise down here. I think march is a beast Yeah march is a beast. Yeah, you bet march is a four figure month Fantastic, we'll take that but this actually gives the listing of all the holdings that actually pay the dividend You guys see that that's insane So really wanted to showcase. We'll come back to the dashboard here very very simple very very Incredible this is going to be conducive to those folks out there that choose like myself to have multiple accounts I try not to spread myself all over the place But stock rover allows you to spread out a little bit. Yes, but then bring it all home to give you that visual representation number one to the deep analytics and access to Proprietary research through the stock rover platform So all the links are provided in the description below guys the independent investor channel is affiliated with And a product user of stock rover I don't push through products that I don't use on the channel. That's kind of a rule of thumb for me And I expect that you guys will at least take an objective look on this take advantage of the 14 day trial Get started if you don't like it opt out. You've lost nothing, but If you do end up opting for their service the independent investor channel can receive a small compensation For providing this content to you guys and really showing you walking you through a tutorial of what stock rover has to offer So with that guys will kick you back to youtube and we'll conclude the video. All right guys, so we've come out of stock rover I roll these guys these out to you guys to provide you Some insight on how I use stock rover If it's something of interest to you, I think if you're working with a beginning portfolio It may not be the best time for you right now But I've spoke with way too many people in the community who need something like this and they're looking for That opportunity to combine all of their accounts into a one-stop shop And the brokerage connect allows that to happen. That was the main feature that showcased in this video Right, if I had one account, maybe it wouldn't be so important But I think there's a lot of people who seek out strategic opportunity Using a number of different brokerages or they have a multiple multitude of accounts within the same broker Stock rover allows you to separate those out and look at it from a total comprehensive portfolio picture And extrapolate the data for your for your own dissemination and use There's no better product on the market and and I think for the long-standing You know data and the ability of stock rover to manage The data that you input it'll stand the test of time six months down the line a year five years 10 years down the line Stock rover could be one of those integral parts of your portfolio analysis thesis Whereas excel spreadsheets seem to be really really good on the onset six months down the line You've got so many errors and you spend all your time just monkeying around and tinkering with the excel spreadsheet It's a futile effort And our time is worth way more than that guys stock rover allows you to dump the data on them Let them do the data crunching and you can move on with your day and do more important things Guys if you appreciate the content coming through the independent investor channel want to make sure and subscribe to the message I'm going to share this information for anybody out there that's looking for a portfolio tracker Stock rovers the best in the business. They are number one. If you want the number one stock Tracker portfolio analyzer. This is it anything less than stock rover is futile Yeah, it's it's less than sub par in my opinion. There's no better than stock rover out there You want to share it leave your comments at the bottom leave your tutorials if you're having some experience with stock rover You enjoy the product even if you don't like the product. We need to be open Uh on this forum about the stock rover experience what it means to self-directed investors And the ability to extrapolate data On the fly real time Real-time data and analytics and how we're using that data to empower our own financial futures Guys appreciate you sticking with me through the totality of this tutorial. Thank you so much again. Good luck in your investment future