Account, Watchlists, Portfolio, and Billing Docs

Use the Dashboard

The Dashboard shows one card for Alerts, Charts, Screeners, Option Flow, Trade Flow, Watchlists, Portfolio, and Terminal. Counts and recent names are shown when that tool has saved records.

Select a card to open the corresponding page or saved control. The Watchlists card opens the default list when one is set. The Charts card opens the saved-chart control, and the Flow cards open their saved filters.

Account Dashboard with cards for saved tools and data — Each Dashboard card opens the page or control that owns those saved records.

Update account settings and sessions

Account shows the signed-in email, join date, security controls, display preferences, and active sessions. Password accounts can change their email or password and request a password reset. Accounts using Google or GitHub manage that sign-in credential with the provider.

Set one timezone and separate Default, Tables, and Charts date and time formats. These preferences are used by supported dates and times across the site.

Each session shows its browser, operating system, IP address, last activity, and authentication method. The current session is labeled This device. Revoke another session from its row, or select Log out all other sessions.

Account security and timezone, date, and time preferences — Account keeps security actions and display preferences on the same page.

Account session list with device, activity, IP, authentication, and revoke controls — The current session cannot revoke itself. Other sessions can be revoked individually or together.

Manage watchlists

Create, rename, clone, delete, or set a default watchlist. Search by ticker or name to add a symbol. When a crypto or forex result has several venues, select the venue from the expanded results.

Watchlist columns include Symbol, Name, Price, change, percentage change, and a 30-day sparkline. Set a row color, drag rows into a different order, remove symbols, choose visible columns, and save a note for the list.

Watchlist manager with list actions, symbol search, rows, and a list note — The selected watchlist provides its list actions, symbol search, columns, row controls, and note.

Record portfolio lots

Portfolio is manually entered and does not connect to a brokerage account. Add an open or closed lot with its broker label, symbol, quantity, per-unit cost, and date. A negative quantity represents a short position.

Open lots show the latest available price, gain, book value, and market value. Edit or delete a lot, or close an open lot by entering its closing cost and date. Closed lots retain both the opening and closing values.

Use Allocation for long, short, and net exposure from open lots. Use Performance for realized and unrealized gain grouped by symbol across open and closed lots.

Portfolio page with Open, Closed, Allocation, and Performance tabs — Portfolio stores manual lots and provides separate tables and summaries for them.

Manage Premium and billing

Plan & Billing lists active subscriptions with their status, tier, covered-through date, renewal period, price, currency, and auto-renew setting. Available actions can skip a trial, change a tier, turn automatic renewal on or off, or open a pending invoice.

An account with Data API access also sees its masked API key and API tier. Use the remaining sections to update invoice name and location, add or select a card or PayPal payment method, and view invoices.

Access and Limits lists the earliest available history for extended datasets.

Plan and Billing page with subscriptions and a masked API key — Plan & Billing includes subscriptions, API access when present, invoice details, payment methods, and invoices.

Open account tools

The account bar contains Overview, Account, and Premium. Open Manage for Watchlists, Portfolio, and Alerts. On smaller screens, all account pages are listed in one menu.