Settings

Workspace, risk policy, and account preferences

4BD

Settings

Coming in Phase 2

Manage your workspace, risk policy, and account preferences. Risk policy values currently seed the dashboard's Risk Policy panel; editing lands in a later phase.

  • Risk policy: single-stock, active allocation, stop-loss review, ETF core target
  • Account profile and investment-style preferences
  • Authentication and workspace management (auth-ready shell in place)