Instrument selections locations

The tab allows you to configure the order and content of blocks in the Markets section of the Unity Investments app.

General functionality

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

The following fields are available for locations (blocks in the app):

• Upload Image (for all locations except Expert Strategies (copy trading)) — used to upload images and subsequently use them at the beginning or end of a block description. When copying any uploaded image, a success notification will appear, after which the link can be inserted into the description;
• Name and Description allow you to set the visible name of the block and its description;
• Language allows you to set the name and description for each of the available locales;
• Owner displays the broker in which the location was created (typically the current broker; if the location was provided by a parent broker, its name is shown);
• Type of location determines the visual appearance of the block; it is set by default and cannot be changed;
• Enabling the Disabled checkbox for any location will hide the block in the app, but it will remain available for editing through this section;
• The Share checkbox makes the location available for sharing with child brokers (availability for a specific broker is determined by the Share selection locations for brokers setting in the Contents tab of the broker settings);
• Instrument selection (only for the Tag cloud, Stock Rankings, Conservative Investments, Ready-Made Portfolios, Experts' Pick, Currency, and High Income locations) allows you to define the Instrument selections that will be available in the corresponding blocks;
• Account selection (only for the One Click Investments block) - Allows to select accounts from which the application user can copy positions with one click. The display order of accounts can be adjusted via drag-and-drop, and accounts can be removed by clicking the trash icon.

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

Please note! A location provided by another broker cannot be edited.

One Click Investments

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

Analytics

This subsection configures the display and content of the block of the same name, created to display cards with information about investment ideas and analytical articles to clients in the Unity Investments app:

The content of the library information cards can be configured in the Unity Investments section, in the Publications ➝ Latest Insights tab:

Once published by the administrator, the card will be posted in the app and displayed in the Analytics block of the screen. Markets:

Investor Library

This subsection configures the display and content of the block of information articles of the same name, created for display in the Unity Investments app to the client:

The content of the library information cards can be configured in the Publications ➝ Market Reviews tab of the Unity section. Investments:

Once published by the administrator, the card will be placed in the app and will be displayed in the Investor Library section of the Markets screen: