Unity investments

Instrument selections locations

This tab allows you to configure the order and content of the instrument selectios locations (blocks) in the Markets section of the Casual application.

The display order of locations on the app screen can be adjusted by holding down the left mouse button on the six dots near the selected location and dragging it to the desired position.

General functionality

For most locations (blocks in the app), the fields Name and Description are available. These allow you to specify the visible name of the block and its description.

Please note! Changing the name will also update the location name in the list.

The fields Owner and Type in locations are set by default and cannot be modified.

If the Disabled checkbox is selected for any location, the corresponding block in the app will be hidden but will remain available for editing in this section.

To save changes to any location (block), click the Update button.

One click portfolio

This subsection configures the display and content of the block designed for one-click portfolio copying from the selected account:

Upload pictures is used to upload images for subsequent use at the beginning or end of the block description. When copying any uploaded image, notification that confirms the action will appear, after which the link can be inserted into the description.

Account selection Specifies which accounts will be available for copying positions. The display order of accounts can be adjusted via drag-and-drop, and accounts can be removed by clicking the trash icon.

Ready solutions

This section presents ready-to-use provisioning solutions. It differs from the Instrument selection in that there are additional parameters when creating:

Parameter	Description
Icon	icon for the instrument specified in the Root instrument field. It will be displayed over the background image in the app.
Background image	image of the ready solution in the app
Background color	Background color for the image (if needed)
Average per year	average annual income in percent. If the expected return is 17% - the value of this field should be 17.
Root instrument	ETF instrument of the given solution
Instruments	ETF instruments included in the given ETF. The Add instruments field allows you to add the required instruments to the list.

Instrument selection

This section is intended for configuring the selections that are displayed on various screens (Instrument selections locations) of the application.

Each selection can be placed in one or more locations:

• Market leaders
• Just arrived
• Popular now
• Ready solutions
• Currencies
• Tag cloud
• Instrument feed

For each new collection you need to fill in the following parameters:

Parameter	Description
Icon	icon for the instrument selection
Name	for some locations available to display name of the selection
Description	the description of the selection is available for some locations
Locations	one or more locations where the current set will be shown
Instruments	set of instruments included in the selection. The Add instruments field allows you to add the required instruments to the list.

Account selections

In this tab the configuration of the accounts selection available for conseqent use in the One-click portfolio location.

Please note! The account selection created in the main broker will also be available in the demo broker (if exists).

The Add account selection button allows you to configure a new account for display in the One-click portfolio location.

The top image is used for display within the location, while the bottom image is shown on the portfolio screen itself.

The Name field allows to specify the desired portfolio name which will be used in the block.

The Description field allows to provide a custom description for the portfolio.

The Account field is used to select the account from which positions will be copied.

The Create and Update buttons save changes to the account selection, while the Remove button removes it from the subsection.

Publications

The tab allows you to customize the display of different types of publications located in the Overview tab of the Markets screen.

The publications table consists of the fields:

Name	Description
ID	publication number (assigned automatically by the system)
Time of publication	time when the created article will be published (set when creating the publication)
Expired	time when the publication expires (set when the publication is created)
Story topic	topic (title) of the publication
Status	current status of the publication
Expiration	the time remaining until the article is removed from the publication
Show	checkbox enables or disables display of the article in the application
History weight	allows you to set the order of displaying articles of any of the tabs. The higher the weight - the higher the article will be displayed.

In each of the tabs of the subsection you can filter articles by ID, Publish time and Expired.

When creating a publication (of any type) you should fill in the fields:

Name	Description
Name	publication name
Cover	the displayed image of the publication
Localization	localization of the publication (the language and content of the article can be added by clicking on the Add locale button)
Preview title	publication title on the Markets screen (set separately for each language)
Title	article title displayed when the publication is opened.
Markdown	article text

Markdown syntax is used to edit the text of an article. It can be used to customize the format and style of the displayed text, delimiters, blocks of different types, links, and to add images. To preview the publication during the editing process, just click the Fullscreen button:

By clicking the Action button, a trading instrument can be attached to the publication:

In the window that opens, you must select the Tool to which the specified fragment of Text will refer. Optionally, you can set the Font style of its display, Text color and Button background (if the Show as button checkbox is enabled).

Copy trading settings

This tab allows you to configure the display of public accounts on the Markets screen in the casual app.

Widget settings

The Widget settings block allows you to configure how public accounts are displayed on the Markets screen.

The Count field defines the number of public accounts to display. The Sort field sets the sorting rule:

• ID – sort by public account ID
• Profit trades percent – percentage of successful trades on the public account
• Subscriber count – number of subscribers on the public account
• Trading days – number of trading days on the public account
• Yield monthly – monthly yield of the public account
• Yield total – total yield of the public account from its creation to the last closed day

The Use custom checkbox allows you to specify a list of particular accounts to display, instead of showing a defined number of accounts based on sorting rules.

Public account page settings

The Public account page settings block allows you to configure the list of public accounts shown when opening the screen containing all available accounts.

The Count and Sort fields function the same as in the Widget settings block.

The Pinned public accounts field allows you to specify particular accounts that will always appear at the top of the public accounts list.

To save changes to public account settings, click the Save button.