Building pockets

Learn how to manage your investment “Pockets” — a flexible way to organize, track, and move your funds. In this section, you’ll learn how to create pockets, transfer funds, edit or delete pockets, and view operation history.

Step-by-Step Guide

1. Accessing Pockets

From your home screen, tap on "Pockets". This will show you an overview of your total investment balance, along with quick actions like Top Up or Withdraw.

2. Viewing Pocket Portfolio
Each pocket shows a list of your investments (e.g. Upwork, Toyota, Mercedes Benz, etc.), including:

• Number of shares
• Value in dollars
• Associated category (e.g. Industrials, IT Business)

You can also view the Top Movers — assets with the biggest gain or drop.

3. Managing a Pocket

Tap the three dots (⋯) in the top right corner of a pocket to open options:

• Edit: Rename or adjust pocket settings
• Transfer Pocket: Move assets between pockets
• Delete Pocket: Permanently remove a pocket
  
  

⚠️ Deleting a pocket does not delete your assets. Assets will be moved to your default investment view.

4. Transferring Between Pockets

To transfer:

• Tap Transfer Pocket
• Select the assets to move using the checkboxes or Select All
• Adjust the quantity using the + / – buttons
• Tap Continue once ready
  
  

5. Choose Destination Pocket

You’ll then be prompted to:

• Confirm the source pocket
• Select the destination pocket
  Once confirmed, tap Transfer Pocket to finalize the move.

6. Operation History
You can view past actions like transfers, edits, or deletions under your Operations tab from the bottom navigation bar.