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    Mobile Companion App Reference Guide

    Mobile Companion App Reference Guide

    The Wallstreet.io Mobile Companion App is designed to provide a simplified, on-the-go experience for our platform users. While it offers convenient access to essential features, it's important to note that the app is intended to be used as a companion tool for users of the Wallstreet.io web-based platform and it cannot be used on its own.

    This guide will walk you through the key features of the Mobile Companion App, highlighting what you can do within the app and what remains exclusive to the desktop version. Understanding these differences will help you make the most out of your mobile experience.

    Key Features and Navigation

    Upon logging into the Mobile Companion App, you’ll find five main tabs at the bottom of your screen:

    • Watchlist: Keep track of your favorite assets and monitor their performance in real time.

    • Chart: View and analyze basic charts for the assets on your watchlist.

    • Alerts: Manage your strategy notifications and stay updated on your followed strategies.

    • Chatroom: Engage with the community through real-time chat, although this is a simplified version compared to the desktop experience.

    • More: Access additional options such as Education, Strategy, and Settings through this tab.

    While you can manage and view your followed strategies within the app, advanced features like the Community Wall, Discover Tab, Scan Tab, and Smart Studies Tab are currently only accessible through our desktop platform. The Mobile Companion App is a helpful tool for quick access, but it should be used alongside the full Wallstreet.io desktop experience for complete functionality.

    The next sections will dive into each tab, providing detailed explanations and tips on how to best use them.

    Watchlists

    When you first log into the Wallstreet.io Mobile Companion App, you are greeted with the Watchlist tab.

    The Watchlist tab is designed to give you quick access to essential market data, helping you keep track and monitor the performance of the stocks and ETFs that matter most to you, whether you're following your personal investments or keeping an eye on broader market trends.

    Here's how you can navigate and use the Watchlist tab:

    Customizing Your Watchlist

    At the top left of the screen, you'll see the name of the current Watchlist (in this case, "Most Popular") with a dropdown arrow next to it. This dropdown menu allows you to switch between different watchlists:

  • • My Watchlists: Select from your saved Custom Watchlists.

  • • Community Watchlists: Access predefined watchlists for different sectors, such as "Transportation" and "Most Popular."

    • Tapping on any of these options will refresh the list below to display the relevant stocks or ETFs.

    Creating a New Watchlist

    In the top right corner, there is a three-dot menu. Tapping this menu allows you to create a Custom Watchlist by adding the stocks or ETFs of your choice.

    Viewing Stock Information

    The watchlist itself displays a list of stocks or ETFs with the following details for each:

  • • Logo: The company or ETF logo.

  • • Symbol: The stock or ETF ticker symbol.

  • • Name: The full name of the company or ETF.

  • • Current Price: The latest trading price.

  • • Net 24h Dollar Change: The dollar amount the stock or ETF has gained or lost in the last 24 hours.

  • • Net 24h Percent Change: The percentage change in price over the last 24 hours.

    • Accessing the Chart Section

    To dive deeper into the analysis of a specific stock or ETF, simply tap on its listing in the watchlist. This will redirect you to the Chart section, where you can view more detailed charts and analysis tools.

    Chart

    The Chart tab in the Wallstreet.io Mobile Companion App provides a straightforward and simplified but powerful way to analyze stocks and ETFs on the go, making it easier for you to stay on top of your investments.

    Here’s a detailed look at how to navigate and use the Chart section:

    Symbol Lookup and Drawing Tools

  • • Symbol Lookup (Magnifying Glass Icon): Located at the top left, this feature allows users to quickly search for and load different stock symbols to view their charts.

  • • Drawing Tools (Pencil Icon): Next to the magnifying glass, this icon opens up the drawing tools, enabling users to add trend lines, support/resistance levels, and other annotations directly onto the chart.

    • Chart Customization

  • • Chart Type (Candles Icon): Found at the top right, this icon allows users to switch between different chart types. In this example, Heikin-Ashi candles are being used, but users can select from various other chart types according to their preferences.

  • • Add Studies (Science Beaker Icon): Right next to the candles icon, the beaker icon opens the options for adding technical studies to the chart. Users can enhance their analysis by applying various indicators, such as moving averages, RSI, or Bollinger Bands.

  • • Three-Dot Menu: Located at the top right, this menu offers additional settings and options that might be scattered across different sections in the desktop version. We will explore these options in more detail in the following sections.

    • Navigating Between Symbols and Timeframes

  • • Symbol Scrolling: At the bottom left of the chart, users can quickly switch between different symbols within their current watchlist by scrolling up or down. This feature is especially useful for comparing the performance of multiple assets quickly.

  • • Timeframes (1D, 5D, 1M, 1Y): On the bottom right, users can toggle between different timeframes, including 1 Day (1D), 5 Days (5D), 1 Month (1M), and 1 Year (1Y). It’s important to note that these timeframes are not the same as candle periodicity; instead, they adjust the overall view of the chart to match the selected timeframe.

    • In the next section, we’ll explore the options available within the three-dot menu for further customization and settings.

    Chart Settings

    When users tap the three-dot menu on the top right of the Chart section of the Wallstreet.io Mobile Companion App, they access the Chart Settings area, which provides a wide range of options for customizing how market data is displayed and analyzed.

    By adjusting these settings, users can tailor the charts to better suit their individual trading needs and preferences, ensuring that they have the most relevant information at their fingertips while on the go.

    Here’s a breakdown of what you can do in this settings area:

    Additional Tools

  • • Add Comparison: This option allows users to compare the selected stock or ETF with another symbol on the same chart. It’s useful for analyzing correlations or relative performance.

  • • Toggle Crosshair: Enables or disables a crosshair tool on the chart, helping users more precisely identify specific data points like price levels or dates.

    • Chart Events

  • • Earnings: Toggle this option to display or hide earnings events on the chart. When enabled, earnings dates are marked, helping users correlate price movements with earnings announcements.

    • Chart Preferences

  • • Range Selector: This toggle allows users to quickly change the time range of the chart by adding a selector to the bottom of the chart.

  • • Extended Hours: Enable this toggle to include pre-market and after-hours trading data on the chart. This is particularly useful for traders who monitor price action outside of regular market hours.

    • Y-Axis Preferences

  • • Log Scale: This toggle changes the Y-axis to a logarithmic scale, which is useful when analyzing large percentage changes over time.

  • • Invert: Flips the Y-axis, providing a different perspective on the price action, which can be helpful for identifying certain patterns or trends.

    • Locale

  • • Change Timezone: This option allows users to adjust the timezone displayed on their charts, ensuring that the time data aligns with their local trading hours.

    • Saved Views

  • • Saved Views: This section lists all the chart views that the user has previously saved.

  • • Save View: Tap this to save the current chart layout, including any studies, indicators, and settings, so it can be quickly loaded later.

    • Alerts

    The Alerts tab in the Wallstreet.io Mobile Companion App serves as your notification center, mirroring the Desktop In-App Notification panel. This section is designed to keep you informed about important updates, social interactions, and strategy updates.

    Notifications within each tab are sorted by time, ensuring that the most recent updates are at the top. If there are any unread notifications, a red badge will appear next to the corresponding notification type tab, indicating how many new alerts you have.

    Here’s what you can expect:

    Notification Types

    There are three types of notifications available, each with its own tab:

  • • System Notifications: This tab displays announcements and updates from Wallstreet.io, including new features, platform updates, and special offers. It's where you'll find important news directly from the Wallstreet.io team.

  • • Social Notifications: Here, you'll see notifications related to social interactions within the platform. This includes likes, comments, and other engagements on your posts, helping you stay connected with the community.

  • • Strategy Notifications: This is where you’ll receive notifications about your followed strategies. Whether a strategy is starting or ending, you’ll be notified here. Tapping on any of these notifications will take you directly to the Strategy section of the app for further details.

    • Chatrooms

    The Chatroom tab in the Wallstreet.io Mobile Companion App is your gateway to real-time discussions and interactions with the Wallstreet.io community.

    Whether you're seeking advice, sharing your own insights, or just staying informed, this tab is a key part of staying engaged with the Wallstreet.io ecosystem:

    Here’s a guide on how to navigate and use the Chatroom section:

    Managing Chatroom Notifications

  • • Notifications (Bell Icon): Located at the top left, this bell icon allows you to manage your Chatroom Mobile Notifications. You can choose from the following options:

  • • All Messages: Receive push notifications for every message posted in the chatroom.

  • • Contributors Only: Get notified only when contributors post messages.

  • • Notifications Off: Disable notifications for the chatroom entirely.

    • Switching Between Chatrooms

    Next to the Chatroom name label at the top, you’ll see a downward arrow.

    Tapping on this arrow lets you select from different chatrooms available on the platform, such as General Chat, Market Recap, Swing Trading, etc.

    Engaging with the Community

  • • Viewing Messages: The main area displays the ongoing conversation in the selected chatroom. You can scroll through to catch up on the latest discussions and insights shared by other members.

  • • Sending Messages: At the bottom of the screen, you’ll find a text box where you can type and send your own messages to contribute to the conversation. Simply type your message and hit the send icon to post it in the chat.

    • More

    When users tap the More tab in the Wallstreet.io Mobile Companion App, the main navigation menu temporarily hides to reveal additional options for exploring the platform’s resources and settings:

  • • Education

  • • Strategy

  • • Settings

    • In the following sections, we will dive deeper into each of these options, explaining their functionalities in detail.

    Education

    The Education section of the Wallstreet.io Mobile Companion App is your go-to resource for expanding your trading knowledge and skills.

    This section provides access to a wide range of educational content, including live streams, on-demand courses, and replay videos of past events. Here’s how to navigate and make the most of the Education section:

    Streams

    At the top, you’ll find the Streams carousel, which features live and upcoming streams on various trading topics. Users can swipe left or right to browse through the available streams and tap on one to join the session or view more details.

    On-Demand University Courses

    Below the Streams, you’ll see various on-demand courses like "Advanced Options" and "PayDay Cycle Masterclass." These courses are designed to take your trading skills to the next level, offering in-depth lessons on specific strategies and market analysis techniques.

    Keep Watching

    The Keep Watching section allows you to pick up where you left off with previously watched videos. Whether it’s a recent analysis or a tutorial, this section ensures you can seamlessly continue your education without losing track of your progress.

    Meetups

    The Meetups section provides access to replay videos of past live sessions. If you missed a session or want to revisit a particular topic, you can find it here. Swipe left or right to browse through the available replay videos.

    Recent Videos

    This section shows you the latest videos uploaded to the platform that have been popular among users. It’s a great way to discover new content that others in the community are engaging with.

    Indicators

    The Indicators section offers a series of educational videos focused on specific trading tools and techniques. Here, you can learn more about Heikin-Ashi charts, Moving Averages, RSI, and other essential indicators used in trading.

    Strategy

    The Strategy section in the Wallstreet.io Mobile Companion App provides a detailed overview of the strategies you are currently following. This section is designed to help you monitor the performance and status of each strategy with ease.

    Here’s a breakdown of the features and data available in this section:

    Filter and Sort Options

    At the top of the Strategy section, you’ll find three dropdown menus that allow you to customize the view of your strategies:

  • • Status Filter: Allows you to filter strategies by their current status: Ending, Active, or Starting. This helps you focus on strategies that are most relevant at any given time.

  • • Stock Filter: You can choose to view strategies for All Stocks or filter by a specific stock. Selecting the latter option will prompt a pop-up where you can type in a stock symbol, narrowing down the list to only those strategies associated with that symbol.

  • • Sort By: This dropdown lets you sort the strategies based on key performance metrics:
  • • Rating: Wallstreet.io's proprietary 10-factor weighting system. An "A" strategy is ranked higher than a "B" strategy, and so on.

  • • Batting Average: The percentage of successful trades within the strategy.

  • • Risk-Reward Ratio: The ratio between the potential reward and risk for the strategy.

  • • Annual Return: The average annual return of the strategy.

    • Strategy List

    The strategy list provides a comprehensive snapshot of each strategy you are following. The following data is displayed for each strategy over a 10-year Lookback period:

  • • Symbol: The ticker symbol of the stock or ETF associated with the strategy.

  • • Strategy Return: The total return of the strategy in a year.

  • • Strategy Nickname: The custom name or identifier for the strategy.

  • • Ranking: The Wallstreet.io proprietary rating for the strategy (e.g., A, B, C).

  • • Risk-Reward Ratio: The average risk-reward ratio calculated for the strategy.

  • • Batting Average: The percentage of trades that were successful within the strategy.

  • • Annual Return: The average annual return percentage of the strategy over the 10-year Lookback period.

  • • Strategy Type: Indicates whether the strategy is a Long or Short strategy.

    • Interaction with Strategies

    Currently, the information displayed in the Strategy section is for viewing only, and no additional actions or interactions are available when tapping on a strategy. The data provided is intended to give you a clear and concise overview of how each strategy is performing, helping you decide which strategies to monitor more closely.

    Settings

    The Settings section of the Wallstreet.io Mobile Companion App is where users can manage certain account details and preferences, and access support.

    Here’s a detailed overview of the options available in this section:

    Profile Information

    At the top of the Settings section, users will see their avatar, username, and email address. This provides a quick reference to the account currently logged in.

    Below the profile information, users can access the following options:

    Account

    Tapping this option allows users to edit their account details. The following fields can be updated:

  • • Email Address

  • • Username

  • • Password

  • • First Name

  • • Last Name

    • Notifications

    This section is currently under construction and will be available in a future update. Once completed, it will allow users to manage their notification preferences directly from the app.

    Sign Out

    This option allows users to sign out of their account on the Mobile Companion App. It’s a straightforward feature for securely ending a session.

    Billing

    Selecting this option will redirect users to the browser-based platform, where they can manage their billing details. This includes updating payment information, viewing invoices, and managing subscription plans.

    Support@wallstreet.io

    This option provides quick access to customer support. Users can either send an email to the Wallstreet.io support team or visit the Wallstreet.io website for additional resources and assistance.