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Filters
Default currency, accounts & date range applied on app open
Default Currency
What currency values are shown in on the Dashboard
Default Accounts
Which accounts are selected when you first open the app
Loading accounts…
Account Breakdown Note
A fixed note shown under the Account Breakdown header on the Dashboard
Default Date Range
The time window applied on Dashboard and Holdings when you open the app
P&L Calculation Method
FIFO assigns cost to the oldest lots first. WAC averages cost across all lots.
Number Format
How monetary values are displayed across the app.
Data Sync
Checking…
Email Notifications
Checking…
Price Alerts
Alert at ±30% daily change
Advanced
Draft Trade & Fund Flow Settings
±1% match · 3d overdue