Edit Markets

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Wealth Passport's Markets contains multiple portlets with different market information.

Accessing Markets: The Markets section can be found by clicking the Markets tab.

Use this page to:

Market Summary Portlet:  The Market Summary Portlet contains basic summary information.

Editing the Market Summary Portlet

  1. Click the Edit button.

  2. Change Summary information.

  3. Click the Save Selection button.

Insights Portlet: This portlet contains the Monthly Market Insights video.

  1. Click on the Insights portlet to view Monthly Market Insights video.
  2. Click on the Refresh icon in the upper corner of the portlet to refresh portlet.

Market Movers Portlet: This portlet contains different Market Movers.

 

Watchlist Portlet: You are able to add multiple stocks to your Watchlist by entering the stock’s symbol.

  1. Enter symbol into the Enter symbol textbox.

  2. Click the Add button.

Editing the Watchlist Portlet

  1. Click the Edit button.

  2. Edit Portlet name.

  3. Click the Save Selection button.

Market News Portlet: This portlet contains different Market News such as Top Stories, Market Plus, and My News.

Editing the Market News Portlet

  1. Click the Edit button.

  2. Edit the Market News portlet information.

  3. Click the Save Selection button.

Currencies Portlet: The Currencies portlet contains the different currencies rates, quotes, and a currency converter.

Editing the Currencies Portlet

  1. Click the Edit button.

  2. Change Currencies portlet information.

  3. Click the Save Selection button.

Related FAQs

How do I create a watch list?

How do I change my time zone preference?

 

Related Topics

Edit Dashboard Pages