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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, timezone, preferred display density
Current plan, billing cycle, upgrade or downgrade
Payment method, invoices, receipts
Channels (app, push, email, SMS), cadence, quiet hours
Thresholds, fired feed, rule library
Data sharing, social default, leaderboard opt-out, deletion requests
Personal tokens, brokers (read-only), webhooks
Upload broker CSV to import portfolio trades
Density, motion, contrast, font scaling
Theme (dark / light), chart palette, table density
Download portfolios, alert history, audit log, retention
Read-only delegation, advisor scope, plan-only access