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. The Language field allows to add a name and description for each of the available locales.

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 Investments

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.

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: