Settings

Settings is organized into four categories.

The Settings categories: Account, Preferences, Updates, and About.

Account

Your profile and security:

• Profile: username, email, name, company, and role.
• Security: two-factor authentication status and method, and a Change Password option.
• Data: Export My Data to download your data, App Cache with a Clear Cache button to free disk space, and Send Diagnostic Logs for troubleshooting.
• Sign out and Delete account.

Preferences

How the app looks and behaves:

• Appearance: theme.
• Charts: default period, default chart type, whether to show volume, and comparison mode (percent or price).
• Startup & behavior: which tab opens on launch, and whether to confirm before quitting.
• Equity Dashboard: default ratio basis (Reported or Adjusted).
• Save changes or Restore defaults.

Updates

Manage app updates and see version information:

• Current version, latest available version, and when it was last checked.
• Check for Updates and Install Update.
• Preferences for checking on launch and choosing the Stable or Beta channel.
• Release notes for recent versions.

See Installation & Sign-in for how updates are delivered.

About

Product information: the AtlasEQ wordmark, links to the website and social accounts, links to the Privacy Policy and Terms of Service, and the legal disclaimer.