Settings
Manage your budget limits and account preferences.
Monthly API Budget
Set a spending cap for AI and data API calls. Default is $100/month.
Risk Thresholds
Configure concentration limits for the risk panel. Values are stored locally and applied to your portfolio dashboard.
Flag any position exceeding this % of total portfolio
Flag any sector exceeding this % of total portfolio
AI Risk Preference
Controls position sizing in AI recommendations. Higher risk means larger suggested positions.
Data Pipeline
Fetch prices, news, sentiment, SEC filings, macro data, sectors, and generate AI summaries for all portfolio tickers. Runs all streams sequentially.
Import Positions
Upload a CSV exported from Fidelity to update your portfolio. Go to Fidelity.com → Positions → Download to get the file.
Morning Brief Email
Enter your email address to receive daily morning briefs with portfolio insights.
Account Management
Account management settings coming in a future release.