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← iPad User Guide
Categories are a securities grouping that allows you to selectively combine positions across multiple portfolios. They are useful for tracking aggregate performance of custom position classifications such as long term, foreign markets, or sector-specific, just to name a few possibilities. Unlike Portfolios, Categories are strictly based on position value and performance, and do not recognize or account for cash activity. While Categories can contain securities with no open position, a Watchlist stock for instance, it is much more common to add open positions whose performance is of interest to the group.
The Categories tab lists your Categories, their performance characteristics, positions and more.
In landscape orientation the app will show you a list of all Categories on the left side with Category-specific data on the right. To select a Category, tap the list on the left side, or select it from the Categories popup menu accessible from the tab bar. In portrait orientation, you will only see Category data related to the selected Category; navigating between Categories is most easily accomplished using the popup menu accessible by tapping the Categories tab bar item (shown below).
The Category View presents value and performance for the selected category. Some content views provide a condensed display that supports scrolling to reveal additional data. In the above image, for example, you may notice the PERFORMANCE label with a downward arrow. This indicates that the view can be scrolled to reveal performance data for the category. Optionally, you can expand this view using the pinch gesture to show both value and performance simultaneously.
Look to the small toolbar (located within the content view) to locate tab options for displaying stocks, bonds, options and closed positions in the lower area of the content view. You will also find tab options there that control how your positions are displayed — you can view your positions in list, heatmap and pie chart forms.
The small arrows found in the toolbar allow you to expand the view, maximizing it’s space on screen. For example, tapping the left arrow icon will hide the list of Categories so that you can focus on Category data only.
Savvy users can use the pinch gesture to expand and condense these content views to full screen size.
Look to the main toolbar along the side of the screen for configuration options for the selected category, to add new categories and to configure certain view options including what type of data is shown when listing positions.
Categories can be renamed, and their positions can be modified, using one of several toolbar items located along the side of the screen. Toolbar items are identified by their icons – the affected object type (Category) appears as the larger part of the icon with the action as a badge at the lower right (eg. Add (‘+’), Edit (wrench), etc).
The value and performance for all categories is always converted to your default, app-wide currency setting (see the Settings section of the User Guide for information on configuring your default currency).
Categories can be added by tapping the “+” icon located in the main toolbar or by selecting “Add Category…” from the Categories popup menu accessible from the tab bar.
Savvy users can double tap the list of categories to add a new one.
Categories can be deleted by selecting the category and tapping the delete (trash can) icon found in the main toolbar. You can also delete categories by swiping across their name in the Categories list.
Savvy users can swipe across the category list to delete categories.