Sorting

How to automatically or manually sort quotes, holdings, and portfolios

Automatic Sorting

To automatically sort the 'Portfolios Overview' screen, 'Quotes' screen, or 'Holdings' screen, tap on the column header to sort. For example, on the 'Quotes' screen you can tap the 'Ticker' column header to sort alphabetically by symbol name, or tap the 'Change' column header to sort by Change.

Manual Sorting

To manually sort the 'Portfolios Overview' screen, 'Quotes' screen, or 'Holdings' screen:

Android

1. Press hold on an item for 1 second and release

2. Press hold on an item again for 1 second and you can drag up/down the list (don’t release).

iOS

1. Click the sort button (top right of screen)

2. Press and hold on the drag handle bar on the right of each item to drag up/down the list