Finding your way around

A quick tour of the top bar, the Manage button, the customize banner, and the three-dot menus you will use most.

Overview

This page walks through the main areas of the app so you know where everything lives.

The top bar

Tap the StackerTracker name on the left to go to your dashboard.

Tap the menu icon (three lines) on the right to open the account panel. You will see your name, email, Theme toggle, Currency picker, and the four main actions: Add New Asset, Add New Container, Edit Portfolio, and Customize Dashboard.

Theme, Currency, the four portfolio shortcuts, and Sign Out.

The Manage button

On the dashboard, the wide Manage button opens a centered panel with the same four actions: Add New Asset, Add New Container, Edit Portfolio, and Customize Dashboard. Each row has a short helper line underneath.

Manage is always visible near the top of the dashboard. The menu (top right) has the same shortcuts if you have scrolled past it.

Manage

Manage lists the four main actions with helper text.

Item and folder headers

Open any item and you will see a three-dot menu in the header. It contains actions like Edit item, Duplicate item, Relocate item, Share item, and Delete item.

Folders work the same way: the three-dot menu offers Edit container, Share container, and related actions.

The three dots sit in the header row of every item and folder.

The customize banner

When you turn on Customize Dashboard, a blue banner appears with Cancel, Undo, Redo, and Save changes. This is where you manage your dashboard layout.

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