How to Track Investments with iPhone’s Stocks - dummies

How to Track Investments with iPhone’s Stocks

By Joe Hutsko, Barbara Boyd

Whether you have a single mutual fund or a sizeable portfolio managed by a financial advisor, iPhone’s Stocks app allows you to keep an eye on your investments easily. Stocks is a simple yet powerful tool you can tap into to display and track activity for the stocks and funds you’re interested in for the time interval you want.

How to add, delete, and reorder stocks, funds, and indexes

Stocks comes with an assortment of U.S. and foreign index listings along with share activity of a few publicly traded companies already specified.

The first thing you want to do is add your personal stock or fund holdings or those that you’re interested in watching for potential investments and delete any loaded ones that don’t interest you. Here are the steps to follow:

  1. Tap Stocks on the Home screen.


  2. Tap the List button in the bottom right corner.

    The Stocks screen opens.

  3. Tap the plus sign button in the upper left corner.

    A search field opens with a keyboard.

  4. Type a company name or a stock identification code.

    Stocks searches and a list of possible matches appears.

  5. Tap the stock you wish to add to your list.

    The screen returns to the list. The stock or fund you chose is added to the bottom of the list.

  6. Repeat Steps 3, 4, and 5 to add as many stocks as you wish.

  7. Tap the Done button in the upper right corner.

    The current price screen returns.

To delete a stock or index from your list:

  1. Tap Stocks on the Home screen.

  2. Tap the List button in the bottom right corner.

  3. Tap the minus sign to the left of the name.

    A delete button appears to the right of the name.

  4. Tap the Delete button.

    The stock or index disappears from the list.

    If you tapped the minus sign by mistake, tap it again to cancel.

  5. Tap the Done button in the upper right corner.

    The current price screen returns.

You can arrange the stocks and indices in any order you want, such as putting those you’re most interested in at the top.

Touch and hold the reorder button, and then drag the stock to the position on the list. Drag the names of the stocks around until they are in the order you like.

The three buttons at the bottom of the Stocks screen let you choose how you view market fluctuations: by percentage changes, by price changes, or by market capitalization.

The market fluctuations appear on a green background if there’s been a price increase and on red if there’s been a decrease. The information lags about 20 minutes behind actual market activity.

How to scroll through views and news in iPhone Stocks

After you establish the stocks and indices you want to follow, you may want to look at some historic data or see what the press has said about that company today.

The screen is divided into two zones: The top holds the list of stocks and indices you follow (six appear at a time, but you can scroll to see the other companies on your list).

The lower zone shows information about whichever stock or index you select from the upper zone. This zone scrolls left to right. After the price activity section, there’s a graph that shows historic activity from one day up to two years.

Scroll to the next screen to see a vertically scrollable list of news stories related to the stock or index highlighted in the upper zone — tap a news headline to open the complete article in Safari or tap and hold to add the article to Reading List. That’s one information-packed screen!

Turn on Stocks in Settings→Notifications and list of the status of your chosen markets, stocks, and funds appears in the Notification Center.

How to monitor investment performance over time with iPhone’s Stocks

But wait, there’s more. Go back to the graph that shows historic activity. There are seven time intervals at the top. Tap any of those intervals and the graph expands or contracts to show price fluctuations from today back to the date that corresponds with the interval you chose.

To display a more detailed view, turn your iPhone to landscape view. The graph for the interval you were viewing in portrait view appears with the greater detail that increased landscape size allows. This screen is interactive.

For example, tap the one week view, and then touch and drag the blue line left and right. You see price fluctuations at intervals throughout the day. If you knew an announcement was made at a certain time on a certain day, you could see how soon after the announcement a change in the share price appeared.

Touch and hold on the screen to bring up the blue line, and then drag left and right to see the price for different days.

In the three month, six month, and one year views, the detail gives the daily closing price; in the two year view, the daily closing price is given for every other day; in the five year view, every year; and in the 10 year view, every other year.

If you put two fingers on the screen at once, two vertical, blue lines bracket a time interval and the share price change in that period is shown.

Move your fingers in and out to shorten and lengthen the time interval. In landscape view, when you flick from left to right, you see the graph for the same interval for each of the stocks and indexes on your personalized list.