Account Settings, Security & Notifications
Profile & Preferences
Settings lets you configure:
- Name, email, avatar
- Timezone and date format
- Theme (dark/light)
- Default currency
- Default benchmark
Security
Password
Change your password anytime. Minimum 8 characters with complexity requirements.
Two-Factor Authentication (2FA)
- Go to Settings → Security → Enable 2FA
- Scan QR code with your authenticator app
- Enter verification code to confirm
- Save backup codes securely
Active Sessions
View and revoke login sessions. See device type, location, and last activity.
Notifications
Notifications Center lets you control:
- Price Alerts — When alert conditions are met
- Dividend Alerts — Before ex-dividend dates
- Earnings Alerts — Before earnings reports
- Portfolio Alerts — Value threshold notifications
- Email Summaries — Daily, weekly, or monthly
Integrations
| Page | Description |
|---|---|
| Integrations | Connect third-party services |
| Broker Connect | Link brokerage accounts |
| API Access | Generate API keys for automation |
Client Management
Clients — For wealth managers to manage multiple client portfolios with per-client filtering and reporting.