Settings

Settings is organized into four categories.

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 (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.