Metravise

What it's for

The “Getting started” card at the top of the Dashboard suggests five quick steps for finding your way around. Each one opens the right page and ticks itself off once you've done it.

How to use it

  1. “Review a stock”: open any stock page and look at its Quality Score. How to read a stock page
  2. “Add a stock to your portfolio”: record a stock you own in My Portfolio. Adding transactions
  3. “Turn on notifications”: save your choices under Settings → Notifications, or switch on browser notifications. Channels and the preference table
  4. “Open a ready-made list in Explore”: tap one of the lists at the top of Explore. Ready-made lists
  5. “Read the Daily Bulletin”: open today's bulletin. What's in the bulletin

Good to know

  • You can close the card with “Hide”. Finish all five and you'll get a short congratulations note.
  • You can restart the welcome tour whenever you like.
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