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Accessing Common Actions

Accessing Common Actions

In many app views you’ll notice a gear icon in the main toolbar at the top right of the screen.  This button is called the Action Button and tapping it presents a list of actions that are possible in the current view context.  For example, when viewing a portfolio the Action Menu allows you to add and remove stock positions, add and remove cash accounts, change portfolio settings and more.  When more options exist than can fit on screen, simply scroll the list up to reveal the additional options.

 

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