> ## Documentation Index
> Fetch the complete documentation index at: https://support.rallies.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up the Mobile App

> Complete guide to configuring the Rallies.ai mobile app after installation. Set up your profile, enable notifications, configure biometric login, and sync your data.

# Setting Up the Mobile App

You've downloaded the Rallies app. Now let's get everything configured so you can get the most out of it.

## Prerequisites

Before you begin:

* Download the Rallies app ([iOS](/mobile/download#download-for-iphone--ipad) or [Android](/mobile/download#download-for-android))
* Have your Rallies account credentials ready (or be prepared to create an account)
* Ensure you have a stable internet connection for initial setup

## Step 1: Sign In or Create an Account

### Signing In to an Existing Account

1. Open the Rallies app
2. Tap **"Sign In"**
3. Choose your sign-in method:
   * **Email and password** - Enter your credentials directly
   * **Continue with Google** - Use your linked Google account
   * **Continue with Apple** - Use your linked Apple ID
4. If you have two-factor authentication enabled, enter your code when prompted
5. Wait for your data to sync (usually takes a few seconds)

> Your watchlists, portfolios, AI conversation history, and settings automatically sync from the web version.

### Creating a New Account

1. Open the app and tap **"Sign Up"**
2. Choose email, Google, or Apple sign-up
3. If using email, verify your email address
4. Complete your profile setup (optional)

[Detailed account creation guide](/getting-started/create-account)

## Step 2: Configure Notifications

Push notifications are one of the biggest advantages of the mobile app.

### Enabling Push Notifications

**On iOS:**

1. Tap **"Allow"** when prompted on first launch
2. If you missed the prompt: iPhone **Settings** > **Rallies** > **Notifications** > Toggle on

**On Android:**

1. Notifications are usually enabled by default
2. To verify: Phone **Settings** > **Apps** > **Rallies** > **Notifications**

### Notification Types

| Notification Type      | Description                    | Requires Pro? |
| ---------------------- | ------------------------------ | ------------- |
| Price Alerts           | Stock hits your target price   | No            |
| Breaking News          | Major news on watchlist stocks | No            |
| Deep Research Complete | AI research report is ready    | Yes           |
| Weekly Summary         | Portfolio performance recap    | No            |

### Customizing Preferences

1. Open Rallies > **Profile** > **Settings** > **Notifications**
2. Toggle individual notification types on or off
3. Set quiet hours if you don't want alerts at night

## Step 3: Set Up Biometric Login

Skip typing your password every time by using Face ID, Touch ID, or Android biometrics.

**On iOS:**

1. Go to **Settings** in the Rallies app
2. Tap **Security**
3. Toggle **Face ID** or **Touch ID** on
4. Authenticate to confirm

**On Android:**

1. Go to **Settings** in the Rallies app
2. Tap **Security**
3. Toggle **Biometric Login** on
4. Authenticate with your fingerprint or face

> You can always fall back to your password if biometrics fail.

## Step 4: Sync Your Portfolio

If you've connected a brokerage on the web, your portfolio syncs automatically. To connect from mobile:

### Connecting a Brokerage

1. Tap **Portfolio** in the bottom navigation
2. Tap **Connect Account** or the **+** button
3. Search for your brokerage (Fidelity, Schwab, Robinhood, etc.)
4. Sign in through the secure connection window
5. Select which accounts to link
6. Your holdings will appear within seconds

[Full list of supported brokerages](/portfolio/supported-brokerages)

### Adding Holdings Manually

1. Tap **Portfolio** > **Add Manually**
2. Search for a stock by ticker or company name
3. Enter shares and cost basis (optional)
4. Tap **Save**

## Step 5: Import Your Watchlists

Watchlists created on the web automatically appear in the mobile app. To create new ones:

1. Tap **Watchlists** in the bottom navigation
2. Tap **+ New Watchlist**
3. Name your watchlist and add stocks
4. Your watchlist syncs to all devices instantly

**Quick actions:**

* **Reorder** - Tap and hold, then drag
* **Rename** - Tap the watchlist, then the edit icon
* **Delete** - Swipe left and tap Delete

## Step 6: Configure App Preferences

### Theme Settings

Go to **Settings** > **Appearance** and choose Light, Dark, or System (matches your phone).

### Default Screen

Choose what you see when opening the app: **Settings** > **General** > **Default Screen**

Options: Home, Chat, Watchlists, or Portfolio

### Data Refresh

Control how often data updates in **Settings** > **Data**:

* Auto-refresh frequency
* Background refresh toggle
* WiFi-only option to save cellular data

## Step 7: Enable Widgets (Optional)

Add Rallies widgets to your home screen for quick stock info.

**iOS:**

1. Press and hold on your home screen
2. Tap **+** and search for **Rallies**
3. Choose Small (single stock), Medium (watchlist), or Large (portfolio)
4. Add and configure the widget

**Android:**

1. Press and hold on your home screen
2. Tap **Widgets** and find **Rallies**
3. Drag to your home screen and configure

## Verifying Your Setup

After completing setup, verify everything works:

* [ ] You can sign in without issues
* [ ] Push notifications are enabled
* [ ] Biometric login works
* [ ] Your portfolio data appears correctly
* [ ] Watchlists are synced from web

## Troubleshooting Initial Setup

### Data not syncing

* Check that you're signed into the same account on all devices
* Pull down to refresh
* Sign out and sign back in

### Notifications not arriving

* Verify notifications are enabled in both app and phone settings
* Check that Do Not Disturb is off
* On Android, disable battery optimization for Rallies

### Biometric login fails

* Ensure biometrics are set up in your phone's settings first
* Disable and re-enable biometric login in the app

[Full troubleshooting guide](/mobile/troubleshooting)

***

## Frequently Asked Questions

### Do I need to set up the app separately from the web?

No. Once you sign in, everything syncs automatically. The setup steps above are optional customizations.

### Can I use different settings on mobile vs. web?

Some settings are device-specific (notifications, biometrics), while others (watchlists, portfolios) sync across all devices.

### Can I use the app on multiple phones?

Yes, sign into your Rallies account on any device. Your data syncs everywhere.

***

## Related Articles

* [Downloading the Mobile App](/mobile/download)
* [Mobile App Features](/mobile/features)
* [Mobile App Troubleshooting](/mobile/troubleshooting)
* [Setting Up Price Alerts](/watchlists/price-alerts)