Managing your account
Learn how to update your profile, check your plan status, and manage account settings.
Your account settings let you manage your profile, preferences, and subscription. This guide covers the key account management features.
Accessing account settings
- Click your profile icon in the top right
- Select Settings
- Or go directly to Settings in the sidebar
Profile settings
Display name
Your name shown in the app:
- Go to Settings > Profile
- Edit your display name
- Click Save
Email address
The email associated with your account:
- Used for sign-in
- Used for notifications
- Can be changed if needed
To change your email:
- Go to Settings > Profile
- Click Change email
- Verify the new email address
Profile picture
Your avatar shown in the app:
- Uses your Google profile picture (if signed in with Google)
- Or a default avatar
Plan status
See your current subscription:
Free plan
Shows:
- Current limits (holdings, portfolios)
- Usage (how much you've used)
- Upgrade option
PRO plan
Shows:
- Subscription status (active, cancelled)
- Renewal date
- Payment method
- Manage subscription option
Usage overview
Track how much you're using:
| Metric | Free limit | PRO limit |
|---|---|---|
| Holdings | 10 | Unlimited |
| Portfolios | 1 | 10 |
| Watchlist | 5 | Unlimited |
The usage bar shows how close you are to limits.
Notification preferences
Control what notifications you receive:
Email notifications
- Weekly portfolio summary
- Significant price movements
- Dividend announcements
- Product updates
Push notifications (if enabled)
- Price alerts
- Dividend dates
- Important account updates
Toggle each notification type on or off.
Data and privacy
Export your data
Download all your data:
- Go to Settings > Data
- Click Export my data
- Download includes holdings, transactions, settings
Delete account
To permanently delete your account:
- Go to Settings > Data
- Click Delete account
- Confirm deletion
Warning: Account deletion is permanent. All portfolios, transactions, and data will be lost.
Security
Password
If you signed up with email:
- Go to Settings > Security
- Click Change password
- Enter current and new password
Connected accounts
If you signed in with Google:
- See connected Google account
- Disconnect if needed
Sessions
View active sessions:
- Devices where you're signed in
- Sign out of other devices if needed
Preferences
Display currency
Set your preferred currency for portfolio values:
- USD (US Dollars)
- AUD (Australian Dollars)
Date format
Choose how dates are displayed:
- DD/MM/YYYY (Australian style)
- MM/DD/YYYY (US style)
- YYYY-MM-DD (ISO style)
Theme
Select your colour theme:
- Light mode
- Dark mode
- System (follows your device)
Getting help
From account settings:
- Help guides — Link to help section
- Contact support — Get help from our team
- Report a bug — Let us know about issues