Feature Use Case
What features are available in the trading platform mobile app?
The trading platform mobile app gives you everything you need for mobile trading – place orders, monitor markets, and manage your portfolio with full app functionality. AI agents answer your questions instantly from a built‑in knowledge base, and exclusive mobile tools like biometric login and push alerts keep you connected on‑the‑go.
AI Agents for On-the-Go Assistance
The app includes smart AI agents that resolve routine questions automatically, without waiting for support. Right from your chat interface, the agents can explain trading instruments, walk you through funding steps, or clarify account details. Because the agents are grounded in the same knowledge base your support team uses, every answer is accurate and tailored to our platform. This means you get consistent, instant help wherever you are, so your mobile trading day never stalls on a simple query.
Knowledge Base Access from Your Phone
A full knowledge base of guides, FAQs, and how‑tos is built directly into the app. Whether you need to understand margin requirements or check settlement times, just ask the AI agent or browse the article library. The knowledge base is constantly updated, so the answers you receive on mobile are identical to those on desktop. You never have to dig through emails or third‑party sites again – everything you need is in your pocket.
Mobile Trading and Order Management
The app delivers a complete trading experience optimized for mobile screens. You can view streaming quotes, place market and limit orders, and set alerts all from one place. Portfolio balances, open positions, and watchlists update in real time, giving you the same control you would have at your desk. On-the-go trading includes all the tools active traders rely on, with a responsive layout designed for speed and clarity on any device.
Exclusive Mobile Features
Several features are unique to the mobile app, enhancing your on‑the‑go trading workflow:
- Biometric login – secure access with fingerprint or face recognition.
- Push notifications – get price alerts, order fills, and margin warnings instantly.
- Mobile‑optimized AI agent – the chat interface is designed for thumb‑first use, with quick suggestions and one‑tap access to common tasks.
- Offline article access – save knowledge base articles for reference even without a connection.
FAQ
Can I trade on the go with the mobile app?
Yes. The mobile app supports the full trading workflow – market orders, limit orders, stop orders, and real‑time quotes. You can manage positions, fund your account, and monitor markets just as you would on desktop.
What features are exclusive to the mobile app?
Exclusive features include biometric login (fingerprint/face), push notifications for trade events and market alerts, a mobile‑optimized AI agent chat interface, and the ability to download knowledge base articles for offline reading.
How do I access my portfolio on the mobile app?
After logging in, tap the “Portfolio” tab in the bottom navigation bar. You will see your balances, open positions, profit/loss summary, and account metrics. The portfolio view updates in real time and can be refreshed with a pull‑down gesture.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.