Quickly access your previously opened portfolio files on the first screen.
Syncing Your Portfolio File from Desktop to Mobile:
Ensure your portfolio file is saved in "binary" format on your chosen cloud storage service (such as iCloud, Google Drive, or OneDrive) using the menu option "File" -> "Save as" -> "Binary". This format is currently the only one supported by the mobile app due to its efficiency and small size. Storing the file directly on a cloud service allows for seamless updates and access on the mobile application.
Note: Mobile operating systems allow apps to access only those files which are explicitly selected by the user. If a new file replaces an old one with the same name, the system may revoke access permissions, making the file unreadable by the app. Therefore, updating the existing file via the desktop application is crucial.
Setting Up the Storage Provider on Your Phone:
For the app to function properly, configure your preferred cloud storage provider on your device.
See Apple help on how to Use third-party cloud apps in the Files app. The gist is:
Install third-party apps that are supported by Android File Manager.
The app's bottom navigation bar offers swift access to its various features. The far-right icon opens the 'Menu' screen, as illustrated below, which serves as your gateway to all other screens in the app. This navigation mimics the structure of the desktop application for familiarity.
At the top of the menu, you'll find several functional buttons. Starting from the left, these buttons allow you to:
To customize your current view, open the filter sidebar by clicking the icon in the top right corner of the screen. The options available in the sidebar will vary depending on the main screen you are using.
For iPhone users, you can also open the filter by swiping from the right edge of the screen. Android users have the same option, although the global 'gesture navigation' might pick up the swipe first. For me, it works best to tap and briefly hold and then swipe to open the sidebar.
Note that some settings in the filter sidebar may also affect other views. For instance, changing the time interval in the filter will apply this change across other screens. This feature is designed to help you analyze your portfolio from various perspectives while maintaining the same time interval for consistency.
Add additional information to the historical price chart:
Interactive Chart Features:
Using the Range Selector:
Historical prices are updated on your phone using the settings of each instrument as configured in your file. Scroll down to the bottom of the instrument page and tap "Available actions" and "Update prices" to update only the prices of the current instrument.
Dashboards allow you to track your investments with the set of indicators that make most sense to you. The mobile app already supports 36 of the 48 widgets available in the desktop version.
Display and Navigation of Desktop Dashboards on Mobile
Customizing Your Mobile Dashboard
The Statement of Assets View provides a comprehensive overview of your portfolio, structured into two main parts for easy analysis:
Top Section: Dynamic Charts
Lower Section: Detailed Position Information
Customizable Layouts with Filter Sidebar
The Taxonomy View allows you to categorize and analyze your portfolio according to your own defined categories. This feature in the mobile application offers a simplified version of the desktop taxonomy view, focusing on exploring the tree structure and valuation of your investments.
The Earnings View in the app displays your earnings, covering both dividends and/or interest payments, and allows you to view these as either net or gross values.
The Performance View is specifically designed to showcase the overall performance of your portfolio, measured as the true-time weighted rate of return.
The lower section of the Performance View details the various categories contributing to your portfolio's performance. These include: