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Documentation

Settings Overview

Open Settings by clicking the gear icon at the bottom of the sidebar. Settings are organized into sections in the left navigation panel.

Account

Profile

Your personal information: username, email address, and password. You can also add social links and view your achievements.

  • Change your username (must be unique)
  • Update your email (requires verification)
  • Change your password (requires current password)
  • Google-linked accounts can add a password for email login

Security

Protect your account with two-factor authentication (2FA), manage active login sessions, and delete your account.

  • 2FA — Enable TOTP-based 2FA using an authenticator app (Google Authenticator, Authy, etc.). See Setting Up 2FA
  • Active Sessions — View all devices currently logged into your account. Revoke any session you don't recognize. See Managing Active Sessions
  • Delete Account — Permanently delete your account and all data. See Account Deletion

Privacy

Control your data, retention, cookie preferences, and exports. Every control on the Privacy page saves on change — there's no Save button.

  • Profile Visibility & Public Data — Who can see your profile, stats, achievements, and trading history
  • Activity Visibility — Online status and last-seen toggles
  • Cookie Preferences — Analytics and marketing cookie toggles
  • System Data Retention — Configure how long login history, old sessions, and activity logs are kept
  • Plan-Based Retention — FREE: screenshots archived after 6 months, records after 24 months (30-day recovery); PRO: unlimited
  • Export Data — Opens a dedicated page where you pick categories (trades, journal, strategies, protocols, goals, accounts, settings, profile, sync, backtesting, invoices), optionally include screenshots, and download as JSON or CSV. Rate-limited to one export every 5 minutes.

Notifications

Choose which notifications you receive and how.

  • Email notifications for account events (Auto-Sync disconnect, security alerts)
  • In-app notification preferences

API

Manage API keys for external integrations.

  • Generate and manage your API key
  • Download the browser extension to sync TradingView trades

Billing

Manage your subscription plan.

  • View your current plan (FREE or PRO)
  • Upgrade, downgrade, or cancel
  • Start a 7-day free trial
  • View billing history and invoices
  • See FREE vs PRO Plans for feature comparison

Preferences

General Preferences

Global display settings that affect the entire app.

  • Timezone — Your local timezone for displaying trade times. See Timezone & Time Format
  • Time Format — 12-hour (AM/PM) or 24-hour clock
  • Currency — Display currency for P&L values
  • Default Account — Which account loads when you open the app

Theme

Customize the look of your app.

  • Dark/Light Mode — Switch between dark and light themes
  • Accent Color — Change the primary color used for buttons and highlights
  • P&L Colors — Custom colors for win, loss, and breakeven trades
  • Presets — Save and load color presets
  • See Theme Customization

AI Consent

Grant or revoke consent for AI features and review the data-sharing policy for each AI provider (OpenAI, Anthropic). Required before any AI feature can run. Revoking here disables all AI immediately.

AI Settings

Configure all AI-powered features (only accessible after AI consent is granted).

  • AI Correction — Spelling, grammar, smart marking, and custom instructions for journal notes
  • AI Chat — Default model selection for Tradavity AI. The chat automatically uses your timezone and P&L colors when formatting responses.
  • Usage Overview — Current month's token and budget usage across providers

Trading

Accounts

Create and manage your trading accounts. Each account represents a separate broker account or trading context.

  • Create, edit, archive, and delete accounts
  • Set broker, currency, breakeven offsets, and color tags
  • Sync — Import trades via CSV or Auto-Sync
  • See Creating Trading Accounts

Copy Trading

Group multiple accounts together so trades copy between them automatically.

  • Create groups with Master, Any to All, or Manual copy modes
  • Set quantity multipliers per account
  • Sync historical trades and link matching trades
  • See Copy Trading Groups

Calculations

Control which trade metrics are auto-calculated when you add or edit a trade.

  • Toggle auto-calculation for: Gross P&L, Net P&L, Total Points, Holding Time, Expected R:R, Realized R:R
  • These settings apply to both manual entry and CSV import
  • See Auto Calculation Settings

Order Grouping

How individual executions from broker CSV exports are grouped into trades.

  • Grouping Mode — Flat-to-Flat, Per Order, or Time Window
  • Merge Partial Fills — Combine fills at the same price
  • Same Direction Only — Split on direction change
  • See Importing Trades via CSV for details

Tags

Create and manage tags to categorize your trades.

  • Create tags with custom names and colors
  • Organize into categories
  • Apply to trades for filtering and analysis
  • See Using Tags

Trade Templates

Set default values for the trade entry form so you don't have to fill in the same fields every time.

  • Trade Defaults — Default asset type, direction, quantity
  • Instrument Settings — Default symbol, multiplier
  • Market Environment — Default session, market condition
  • Default Strategy — Pre-select a strategy and setup
  • Mindset Defaults — Default confidence, emotional state
  • Default Notes — Template text for trade notes
  • Default Tags — Auto-apply specific tags to new trades

CSV Schemas

Create custom CSV import schemas for brokers not in the built-in list.

  • Define column mappings, delimiter, date format, and direction values
  • Upload sample CSV and broker logo
  • Up to 10 custom schemas per account
  • See Custom Import Schemas