1. OWNERSHIP LIST

Ownership list is the collection of assets owned by the investor in progress holdings, which may include Stocks, Bonds, Derivatives contracts, Covered warrants and ETFs.

Step 1: After the customer successfully places an order to buy investment products, the customer chooses the Hamburger icon (3 dashes) in the left corner of the screen, and the Ownership list will appear. Step 2: Select Ownership list, list of stock code held by investors will appear here and is divided according to the sub-account that the investor orders.
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2. ADD FAVORITE LIST/ NEW LIST

Favorites list is a collection of stock codes that investors are interested in.

  • Quickly add Stocks to Favorites

Step 1: Search for code stocks you love by choosing magnifying glass in the right corner of the screen, then select the heart shape to add on category.

Or swipe left on any stock on the market/price list screen and select the heart shape.

Or select detailed stock code and select the heart shape in the right corner of the screen.
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Step 2: Enter any name for the stock portfolio. Step 3: Check Favorite Categories in the Categories section, select Favorite Categories, the favorite category name will be displayed.
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  • Manually Add Favorites List

Step 1: In the Category section, select Add new category and Enter category name.

Step 2: Select Add, then search for the stock code on the search bar, then select the heart shape to add the newly named category.

Or click the (+) sign in the Suggestion section below if you don't have any ideas.
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Step 3: If you want to add an Ownership List to the newly created List, please select "Yes". If "No", it will lead to the stock search bar and add your favorite stock code as above. Step 4: Check Favorite Categories in the Categories section, select Favorite Categories, the favorite category name will be displayed.
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3. PHS RECOMMENDATIONS LIST

PHS recommendation list is one set of stock codes thanks to PHS relying on technical signals to select and recommend to customers. Depending on the market situation, stock codes will have the status of buying, selling to take profits, cutting losses or continuing to hold.

Daily Investment suggestions are stock codes with the statuses of Buy - Sell - Take Profit - Stop Loss - Hold that PHS advises investors. To see details, investors click on the "View" button. or the light bulb icon in the right corner of the screen or click on the suggestion banner in other categories
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List of recommended Stocks is a collection of stocks that PHS has recommended to investors and is currently still holding, advising investors in Buy - Hold status.
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