Resources

Practical guidance for getting comfortable with Rover Portfolio—and understanding the numbers it puts in front of you.

Guide hub

Learn the workflow, prepare clean data, and understand every number.

Start with the product tour, then use the reference guides when you are importing files, checking calculations, or explaining a result.

Start here

TourGetting Started

Learn the shape of the workspace, choose a portfolio, and find the right view for the question you want to answer.

DataImporting Portfolio Data

Prepare single-file and bulk imports with accepted columns, signs, manifest options, and ready-to-copy examples.

MethodDashboard Calculations

See how Rover Portfolio calculates total value, investment gain/loss, net inflows, performance, allocation, and tax-preview figures.

GlossaryPerformance Summary Terms

Decode Sharpe ratio, capture ratios, drawdown, volatility, attribution, and other Performance terms.

Reference guides

Guide	Use it when you need to...
Transaction data rules	Understand proceeds-based accounting, trade and cash definitions, symbol limits, duplicates, and transaction IDs.
Settings Persistence	Understand which selections follow you across sessions, which belong to the current browser tab, and which reset when a view closes.
Importing portfolio data	Prepare position, transaction, and bulk manifest files that import cleanly.
Dashboard calculations	Explain a Dashboard tile, chart, comparison, allocation, or tax-preview figure.
Performance summary terms	Explain Sharpe ratio, capture ratios, volatility, drawdowns, attribution, and other Performance terms.

The workspace at a glance

Area	Use it to answer
Dashboard	What changed, why did it change, and where am I exposed?
Performance	How did this portfolio perform, what drove it, where is it exposed, and what income did it produce?
Positions	What do I own now, and how is it grouped?
Transactions	What trading and cash activity took place?
Value	How did portfolio value develop over time?
Cash	Where did money enter or leave the portfolio?
Tax Lots	Which lots are open, realized, short term, or long term?

A useful habit

Start broad in the Dashboard, then move into the focused view that explains the number you want to understand. Your date, sorting, grouping, and display choices are remembered where doing so is helpful.