Navigation & Basics

XS Portfolio navigation is mostly done by using the sliding palette of options at the bottom of the screen. Tapping the arrows on the slider will show icons allowing you to jump to sections of XS Portfolio with a single tap. Once the slider is visible, tap the area you want to jump to, tap the arrows to dismiss the slider.
The icons will take you to the following screens

View Portfolio screen

Top Lists screen

Trading account screen

Portfolio charting screen

Portfolio reporting screen

Trading account reporting screen

Maintain stocks, currencies, sectors and markets screen

The options screen

 
Sorting List Columns
Some headed list controls will show a small down or up arrow in the heading section of one of the columns. This arrow represents the lists sort column and the direction of the sort. If you want to see the list data sorted by another column, tap the list column header. Tapping the same list column will change the sort to either descending or ascending.

Popup Calendar
To save time entering dates, all XS Portfolio date fields will popup a calendar.  You can use the calendar to set the date, rather than entering a range of digits.

Popup Calculator
To save time entering numbers, most XS Portfolio number fields will popup a simple calculator. You can then press the various buttons of the calculator in the same way you would use a traditional calculator. Simply press the 'OK' button when you have entered your numeric value.