Back to Knowledge Base
Settings & DataPortfolio & Calculations
How to customize FolioSync
How to adjust holding cards, portfolio summary cards, navigation tabs, theme, and balance privacy.
Common symptoms
- You want to hide balances before sharing your screen.
- You want different metrics on holding cards or portfolio summary cards.
- You want to choose which bottom navigation tabs appear.
What to try first
- 1Open Settings.
- 2Use Dark Mode to switch the app theme.
- 3Use Hide Balances to mask amounts and quantities across the app.
- 4Open Customize Holding Cards to choose which metrics appear on stock holding cards.
- 5Open Customize Portfolio Summary to reorder or show/hide portfolio summary metrics.
- 6Open Customize Navigation to choose the tabs shown in the bottom navigation.
- 7Use reset options on customization screens if you want to return to the default layout.
When opening a ticket
- Send the setting name, screenshot, and app version if a customization does not apply.
- Mention whether the issue happens after restarting the app.