Managing your account

Your account page lets you view your profile, manage preferences, and control your data. This guide covers each tab and what you can do there.

Accessing your account

1. Click your profile icon in the top right
2. Select Account

Profile tab

The profile tab shows your account details:

• Name and email associated with your account
• Avatar from your Google account (if signed in with Google) or a default avatar
• Plan status showing whether you are on the Free or PRO plan
• Usage limits for holdings, portfolios, and watchlists
• Manage subscription button for PRO users to access the Stripe billing portal

Email tab

Control your email preferences:

• Marketing emails toggle to opt in or out of product updates and announcements

Analytics tab

Control how usage data is collected:

• Usage analytics toggle to enable or disable analytics tracking (Google Analytics and PostHog)

When disabled, no analytics data will be collected from your account.

Data tab

Manage your account data:

Export your data

Download all your data as a JSON file, including portfolios, holdings, transactions, and watchlists.

1. Go to the Data tab
2. Click Export my data
3. A JSON file will be downloaded to your device

Delete your account

Permanently delete your account and all associated data.

1. Go to the Data tab
2. Click Delete my account
3. Type DELETE in the confirmation dialog
4. Click Send confirmation code
5. Check your email for a 6-digit confirmation code
6. Enter the code and click Delete my account to confirm

Warning: Account deletion is permanent. All portfolios, holdings, transactions, watchlists, and preferences will be permanently removed. If you have a PRO subscription, it will be automatically cancelled.