Home Screen

After selecting the Phone Experience, you will be brought to the Home Screen. Here it lists all the different menu options you have access to. Tapping on any of the items will display the objects available. For example, if you tap on Portfolios you’ll see a list of your portfolios with some data on each portfolio.

Mobile Experience

Clicking on the magnifying glass icon, allows you to search for any ticker.

Mobile Experience

You can search by ticker or by company name.

Mobile Experience

Clicking on Recent Quotes on the Home Screen will display the tickers you recently searched.

Mobile Experience


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