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Quick tool buttons (Alert, Journal, Corporate Calendar, Watchlist and Portfolio)

On the 9 Golden Rules screen you can view, edit and create alerts, journal entries, add stocks to a watchlist or view which portfolios the stock you are currently looking at are in, all on the one screen without having to click elsewhere.

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Quick tool buttons

 Alerts for company 

The number along side the bell icon, indicates the no. of alerts set for the company in view. If there's a triggered alert, the bell will become red.

Clicking on the Alerts icon, allows you to view, edit, delete and create alerts for the company in view.

Also, clicking on the radio button next to a Price Alert, will allow it to be selected from the Layout menu under Golden Rule 5.

 Journal Entries for company

The date along side the Journal icon, indicates when the last journal entry was entered/modified.

Clicking on the Journal quick icon, allows you to view, edit, delete and create journal entries for the company in view. 

 Upcoming Corporate Calendar for company

The date along side the Corporate Calendar icon, indicates when the next important event is occurring e.g. Financial Results, AGM, Ex Dividend, Dividend Paid and Lincoln event. 

Clicking on the corporate calendar icon, allows you to view the next 5 up-coming events for the the company in view. 

 Watchlist entries for company

The number along side the Watchlist icon, indicates how many watchlists contain the company in view. 

Clicking on the watchlist icon allows you to view, add (tick) or remove (untick) the company in view from a watchlist. Selecting the 'Add to New Watchlist' button, will allow you to add the company in view into a new watchlist. 

 Portfolio Holdings for company 

The number along side the Portfolio icon, indicates how many portfolios contain the company in view. 

Clicking on the portfolio icon, allows you to view which portfolios the company you are viewing is held within.

 

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