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Plan, billing, security, and the workspace defaults that shape every screen.
Manage subscription, see real-time usage, change billing cycle, or cancel anytime.
Email, password, two-factor, sessions
Name, handle, bio, investor type, discovery visibility
Current plan, billing cycle, upgrade or downgrade
Payment method, invoices, receipts
Channel routing, destinations, cadence, quiet hours
Your alert rules, per-rule channels, daily digest
Data export, shared links, disclosures, deletion requests
Personal access tokens and outbound webhooks
Connect your brokerage (read-only) or upload a broker CSV
Motion, contrast, type scale
Theme, reading mode, page how-to buttons, table density
Download portfolios, watchlists, plans and saved work as JSON
Read-only delegation, advisor scope, plan-only access
Rename, favorite or delete your saved screener presets
Build an iframe snippet for a partner site or newsletter