TuringStudios

Just our splash screen but be sure to read the detailed caption for each screenshot. Did you know you can use the left right arrow keys to scroll these popups?

Create your own market snapshot. Each group can contain stock quotes, news or a chart and you can create as many groups as you desire.

Touch each snapshot item to perform additonal tasks, such as read news, edit symbol information or view charts full-size.

News sections can be any news topic or related to a particular symbol.

The customize screen allows you to create, edit and sort your snapshot groups.

Add any number of symbols to a Symbol based snapshot group

Create a chart on any symbol using one of the pre-defined chart designs.

Pick a news topic or select a symbol to view news on. Also choose the maximum number of stories to display.

View portfolio summary data. Shows the gain and value of each portfolio and also the total across each portfolio. Each portfolio can be in a different currency from the main application currency if desired.

A list of all stocks in the chosen portfolios. The +/Edit buttons at the top allow you to add new symbols or edit existing symbols.

The popup panel at the bottom of the screen shows portfolio summary information.

After selected "Edit" you can reorder or delete symbols in the portfolio. The "Sort" button allow you to perform a quick alphabetical sort of all the symbols.

Press the red minus button to expose the delete button. Pressing the delete button will delete the symbol and all associated lot and trade data.

Pressing the Blue Arrow button on the main portfolio screen will take you to this properties screen. From here you can adjust the cash in the portfolio, change the name, choose the default commission and select an optional currency. You can also view the realized and unrealized gain of the portfolio and futher down the screen (not shown) choose the times when prices will be fetched for this portfolio.

When selecting a currency anywhere in PortfolioLive you will be presened with a list of common currencies to choose.

Selecting "More" on the main currency screen will allow you to choose less common currencies.

Pressing the "+" button on the stock screen will allow you to add new symbols to the portfolios. You can search common data feeds for the symbol of your choice.

If you want to add an symbol that represents a product in your portfolio that cannot be automatically priced you can add a manual symbol and select the desired price.

Shows the screen that allows you to select the start time that pricing should begin for your portfolio. There is another screen just like this for selecting the end time. Times are in local time, so if you are in London and have a portfolio of US Stocks then choose 2pm to 9.30pm as your start and end times.

Notes can be attached to a portfolios (and also to a position).

Selecting a symbol on the main symbol screen will take you to the position details screen. The main screen will show you the key position value and also each of the lots you have created. A new lot is created each time you create a buy or sell short trade. The icons along the top take you to different pages of information about the position.

The detail page shows more financial information about the symbol, such as bid/ask (if available), volume, high/low, etc...

The news page shows news specific to the symbol.

Selecting a news article will show more detail.

Selecting "Full Article" will show the source news article in an embedded browser. This allow you to read the full article without leaving the PortfolioLive application.

If you want to read the article in the Safari application the select the "Safari" button and you will exit PortfolioLive and Safari will load.

The charts page will display the symbol using the default chart design (as set up in settings)

Rotating the phone will show the chart in full-screen landscape mode.

Pressing the blue icon in the corner of the chart will show a heads-up display that will allow you to apply a different range or to pick a different chart design.

The trade page will allow you to create new trades on the current position.

If you are partially selling a position that has multiple lots you will be to allocate the shares being sold to appropriate lots.

When a trade is made you have the option to enter a new trade or to return to the main position screen.

The tasks page allows you to perform various operations on the position, such as managing trade history, entering dividend and splits and moving the position to another portfolio.

When entering a cash dividend the program will try to determine the number of shares you owned on the dividend date. You can change this if necessary. Then just enter the dividend amount and the cash received will be calculated. When you create the dividend, the cash will be automatically added to your portfolio.

When entering a reinvested dividend, you enter the same information as for a cash dividend but also the appropriate share price. The program will calculate the number of shares you received and create a trade to add them to your position. If you do not know the dividend amount, or the share price then just enter what you do know and the program will calculate the rest.

Trade history will show you all the trades you have made in that position. You can also delete them if necessary, but there are restrictions. For example, you cannot delete a buy trade if you have already made a trade to sell part or all of that lot. You must delete all the sell trades first.

To perform a stock split, just enter the split ratio and the date of the split. The program will calculate the number of share you owned on the split date and how many shares you will have post-split. Press "Do Split" to perform the split. Please note that the progam assume that any trades created after the split date are entered with post split quantities. Also you will not longer be able to delete any trades that were created before the split.

To move a position to a new portfolio, simply select the new portfolio and press "Do Move". All trades, lots, commissions and gains associated with the position will be moved to the new portfolio.

The advanced page allow you to change key properties of the position. This includes the name, symbol, multiplier, and pricing information. Note that the multiple is used in cost calculations, such that trade cost is (quantity * price * multiplier) + commission. In most cases this is 1 but will be 0.01 for UK stocks (to handle pounds/pence calculations) and 100 for options to represent the contract size. The multiplier is automatically set wherever possible and you should not need to change it.

You can assign specific notes to a positions (as well as to a portfolio).