HALO Mobile

HALO Mobile: User Guide Welcome to HALO Mobile! This app is designed to bring institutional-grade equity research tools to your fingertips, whether you're a novice investor or an experienced trader. Follow this guide to get started and make the most of HALO Mobile's powerful features. 1. Getting Started Download and Install: Start by downloading and installing HALO Mobile from your preferred app store. Create an Account: Sign up or log in using your existing credentials. If you’re new, follow the prompts to create your account. 2. Navigating the App Home Screen: Upon logging in, you’ll be taken to the home screen where you can access your portfolio, monitors, watchlists, and other features. Bottom Navigation Bar: Use the navigation bar at the bottom of the screen to switch between different sections such as Monitors, Portfolio, Watchlists, and Settings. 3. Using HALO Monitors Access Monitors: Tap on the “Monitors” tab to access a list of investment opportunities based on your selected criteria. Customize Monitors: Choose your preferred indicators and filters to narrow down opportunities. Swipe through the list to explore different stocks and alerts tailored to your interests. Active Alerts: Set up active alerts for specific stocks or criteria so you’re notified of any significant changes in the market. 4. Managing Your Portfolio Portfolio Overview: In the “Portfolio” tab, view your integrated portfolio and track the performance of your holdings. Performance Analysis: Compare your portfolio’s performance against the market and other benchmarks. HALO Mobile provides detailed insights to help you assess your investment strategy. Integration Across Devices: Your portfolio is synchronized between HALO Mobile and HALO Desktop, allowing you to manage your investments seamlessly across devices. 5. Exploring HALO Watchlists Create Watchlists: Use the “Watchlists” tab to create and manage lists of stocks you’re interested in. Monitor Opportunities: Cycle through charts in your watchlists to find new opportunities daily, all aligned with your investment criteria. Customization: Tailor your watchlists by adding or removing stocks and adjusting criteria to stay focused on your investment goals. 6. Customizing Your Experience Search and Analysis: Use the customizable search tools to narrow or expand the range of stocks and markets you want to explore. Bring over your portfolios, scanners, and blends from HALO Desktop to maintain consistency in your research. Chart Configuration: Personalize your chart settings, including chart type, Factset Consensus information, moving averages, technical indicators, and duration. This ensures that your analysis is aligned with your specific needs. 7. Setting Up and Managing Alerts Create Alerts: Set up alerts for specific price movements, market events, or changes in your portfolio. HALO Mobile will notify you in real-time so you can react quickly. Manage Alerts: Adjust or delete alerts as your investment strategy evolves. This keeps you informed without being overwhelmed by unnecessary notifications. 8. Keeping Up with Market Trends Market Insights: Stay informed with the latest market trends and data provided within the app. Use these insights to refine your investment strategy and stay ahead of the curve. Regular Updates: HALO Mobile frequently updates its features and data to ensure you have the most accurate and up-to-date information at your disposal. 9. Settings and Preferences Personalize Your App: In the “Settings” tab, customize your experience by adjusting preferences such as notifications, display settings, and account information. Help and Support: Access help guides, FAQs, or contact support directly from the app if you encounter any issues or need assistance. 10. Starting Your Free Trial Free Trial Access: Begin with a fully functioning application and explore up to 50 clicks per geographical region. This allows you to experience HALO Mobile’s features before committing to a subscription.