Desktop

Getting Started

• How to Manually Add External Portfolios (Seedrs, Crowdcube, WiseAlpha, etc.)
• VIDEO: Getting Started and Basic Features
• Onboarding for New Investors
• Onboarding for Seasoned Investors
• Quick Overview of the Desktop Platform

Managing Watch Lists Of Topics

• Creating New Watchlists
• Managing Topics and Watchlists on Desktop

Using the Tabs

• Overview of the Trending Tab
• Overview of the Topics Directory
• Overview of the Search Tab

Using the Bars

• The Search Bar
• The Trending Bar
• The Story Filters

How We Segment Topics

• Individual Topics
• Sector Categories
• Asset Classes