Metravise

What it's for

The welcome tour walks you through the main parts of the Dashboard in six short steps: the Metravise Portfolio, the Daily Bulletin, Market Status, search, My Portfolio and notifications.

How to use it

  1. Press “Restart the tour” on the Help Center home page, or pick it from the user menu in the top-right corner.
  2. The Dashboard opens and the tour starts from step one.
  3. Move through it with “Next” and “Back”, or close it at any point with “Skip tour”.

Good to know

  • The tour opens by itself once, the first time you sign in. If you leave halfway, it picks up where you stopped.
  • On a phone, the last step opens the side menu.
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