Wearables SEO - Apple Watch & Android Wear (SMX Advanced 2015)
Standard Life My Smart Planner for Android (Middle East) - Portfolio and Watch List
-
Upload
standardlifeaem -
Category
Mobile
-
view
76 -
download
0
description
Transcript of Standard Life My Smart Planner for Android (Middle East) - Portfolio and Watch List
How to manage your investment portfolio and maintain your watch list of fund options?A guide to Standard Life My Smart Planner Android app
Open Access – Information is intended for a public audience
Choose your Standard Life office
When you first launch the app after installation, select your Standard Life office from the list by tapping here.
Open Access – Information is intended for a public audience
3
Choose your Standard Life office
Then tap “Next” to confirm
Once you tap on the radio button and “Confirm” your language selection, your selection will be shown here…
Open Access – Information is intended for a public audience
4
Choose your Standard Life office
You can confirm your Standard Life office selection within the Navigation Drawer
If you need to re-select the office, please go to the “About” section and tap on “Selected office” to make the change. Your latest change will be stored in the app so you don’t have to change it every time.
Open Access – Information is intended for a public audience
Investment Search
You can search for investment choices by entering a keyword…
…or search by different combinations of investment categories.
Tap here to “Clear all” if you want to start over.
Tap “Search” for a list of all available funds that match your criteria.
Open Access – Information is intended for a public audience
Category Search
Tapping on different categories will bring up full list of all available investment manager, asset class, or investment universe.
Open Access – Information is intended for a public audience
Example
For example, you can search for all funds available from an investment manager
Open Access – Information is intended for a public audience
Fund overview and Rate of return
Overview of FundsCumulative Performance (Year to date, 1 year, 3 years, and 5 years)
Calendar Year Performancefor the last five years
You can choose to display different fund information based on:
Open Access – Information is intended for a public audience
Fund details
Fund name and the fund manager.
Performance chart of the fund. Tap on the chart to enlarge.
Explanation of the fund’s investment objective
The Bid Price and Offer Price of the fund
Rate of return by calendar year and cumulative performance
Tap the menu to access other functions on the app.
Open Access – Information is intended for a public audience
Adding funds to the Watch List
Tap the “Add to watch list” button to add funds to the Watch List. You can add a maximum of 30 funds to the Watch List.
To access the Watch List, tap
on the watch list button on the
menu.
Open Access – Information is intended for a public audience
Edit the Watch List
You can remove a specific fund from the Watch List by tapping on the delete button.
Tap and drag this button to organize your watch list to the display order
you wanted.
Tap here to edit your watch list.
Tap here when you are done.
For more information about the app, please visit
www.standardlife.ae/app