StockRover Re-Linked to Fidelity Portfolio
It has been some time since I took another look at my StockRover Premium account from a portfolio perspective. I use StockRover every time I review the history of dividends for any of our stocks or ETF holdings. I like the visual approach because it is easier to see trends.
On Saturday I took the time to relink our Fidelity portfolio to StockRover and to do some cleanup. During my exploration I revisited a couple of the features of this tool.
Holdings Heat Map
Using this tool I can see the YTD return in a color-coded fashion. This also reveals the relative size of the largest holdings across all eight of our Fidelity accounts. As you can see, most of our largest holdings have started 2025 with some positive increases in asset value. STX, EOG, and SMCI have had the best YTD growth. However, MAIN, AVGO, and VYM are showing good progress as well.
One of the limitations of the tool is that a screen snapshot doesn’t reveal what I can see if I hover over a box like “Assets” or even some that are green but don’t show a ticker symbol. I did not find an easy way to modify this, but the tool by itself is a helpful way to see the relative size of all of our holdings in total.
Dividend Forecasts
There is also a way to look at dividends by month, quarter, and by position. I took a few minutes to download a csv file from StockRover to create the table shown on the left. Then, using Excel, I created a chart to show the forecast for dividends by month for 2025.
As expected, the last month of every quarter (March, June, September, and December) are the big dividend months. However, it is easy to see that the other months all have at least $5,000 in dividends and the first month of every quarter are all above $10,000 per month.
Bear in mind that these are estimates. The software cannot predict which positions will increase or decrease their dividends. Also, if I buy or sell positions, that can materially impact the dividends going forward. However, I am not a day trader, so there should not be any huge changes in our base holdings.
Week Three Options Update
On an unrelated note, I was once again pleased (and surprised) that my options trades generated significant income. I am always looking at a couple of factors.
The first is income per trading day. 2025 YTD I am averaging $1,041.38 per day. Bear in mind that my time spent on this is less than two hours per day.
The second is “contracts assigned.” I try to avoid this unless it is a cash covered put option. If I sell a covered call option, I want to keep the profit from the trade and keep my shares. This past week was a success because four contracts expired and were not assigned. This was for BMY, KO, and JNJ. The JNJ contract was a put, so I did not have to buy the JNJ shares and can reenter the PUT on Monday if it makes sense to do so.
The third is the income trend. Using a bar graph, it is easy to see the upward climb for the first three weeks of 2025. This is not sustainable, but it is encouraging. In any case, the total YTD options income is $15,620.66. That is more than I can expect in dividends for January 2025.
RECOMMENDATION: You may be wondering if I prefer Seeking Alpha or StockRover. Both have strengths. If you can only afford one, then Seeking Alpha is my first choice and recommendation. See my previous post called Seeking Alpha is My Favorite Tool if you want to learn more.
Know Your Flocks & Herds 
Hi Wayne,
I’ve used stock rover for some time, but have been reluctant to link my fidelity portfolios due to security concerns. Would you mind sharing why you feel comfortable linking the accounts with the amount of hacking reports that we hear about constantly.
Thanks,
Eniac
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It is true that nothing is perfectly “secure” on the internet. Even if you don’t link accounts to other providers you still have online risks. I do a couple of things to enhance our security.
1. I use a VPN from NordVPN for all of my work on the internet.
2. I use extremely complex passwords generated by Dropbox Passwords.
3. I watch for any strange behaviors and never click on links within email messages. Rather, I go to the link directly from my laptop.
4. I review the privacy and security information on each provider I choose to share information with. Here is StockRovers: https://www.stockrover.com/help-resources/faqs/#ps1
They also use a third party provider as an additional layer of protection: “How is my brokerage information protected and who has access? – We value security and respect your privacy so we have partnered with the most trusted data aggregation provider, Yodlee. Yodlee handles billions of transactions for millions of users and they have our trust as well. Their security policies are supervised by banking agencies and they comply with the Gramm-Leach-Bliley Act (GLBA) preventing the disclosure of personally identifiable information. Only Yodlee interacts with your account credentials and institutions–Stock Rover never handles that most sensitive information. We still treat the contents of your portfolio as highly sensitive information and never share these details. Within our company multiple firewalls and encryption layers prevent unauthorized access. Only a few key personnel have permission to access portfolio data and then only for the purpose of ensuring proper imports and updates.”
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