How do I customize my trading platform experience?

The dashboard is your command center. Open the settings panel to drag and reorder widgets like watchlists, positions, and news feeds. Choose which columns appear in data tables and set default timeframes for charts. The AI agent remembers your layout preferences and restores them instantly, across sessions and devices.

Alerts keep you informed without noise. Use the platform’s AI-guided alert builder to set conditions on price, volume, or technical indicators. You can receive notifications through in-app pop-ups, email, or SMS. The agent can even learn your trading patterns and suggest alert thresholds that match your risk tolerance.

Under Preferences, you’ll find granular controls that shape the entire platform. Set a default theme (light or dark), choose your preferred display language from 11 options, and configure notification do-not-disturb hours. The AI agent automatically applies these settings and can sync them across multiple workspaces.

How do I customize my dashboard?

Open the dashboard settings by clicking the gear icon in the top-right corner. From there, you can add, remove, or rearrange widgets. The AI agent will save your layout profile and apply it whenever you log in. If you ever want to revert to the default view, use the “Reset layout” option.

Can I set up personalized alerts?

Yes. Navigate to Alerts from the main menu. Use the alert wizard to define a condition – price above X, volume spike, etc. – and select your notification channels. The AI agent can also recommend alert parameters based on your past trading activity and help you avoid alert fatigue.

What preferences can I adjust on the platform?

You can adjust theme (light/dark), language, time zone, number formatting, notification sounds, and default order entry settings. These preferences are saved to your account and applied consistently across all sessions. The AI agent ensures they load automatically and can even switch profiles based on the workspace you’re in.