Overview
Settings lets you manage your account profile, security credentials, and platform-wide preferences. Changes made here affect your experience across the entire platform — from how stocks are scored to default risk management parameters.
Tabs
View and edit your account information including display name, email, and account status.
- -Email address (read-only, set during registration)
- -Editable display name
- -Account badges (Admin, Beta Tester) if applicable
- -Member since date and last login timestamp
Change your password with a visual strength meter that ensures strong credentials.
- -Current password verification
- -New password input with real-time strength indicator
- -Password strength levels: Weak, Fair, Good, Strong
- -Confirm new password validation
Configure platform-wide defaults that affect scoring, risk management, and data filtering across all views.
- -Fundamental vs Technical weight slider (affects composite scoring globally)
- -Max Stop Loss percentage
- -Max Take Profit percentage
- -Minimum Reward:Risk ratio
- -Default results limit for data tables
- -Minimum market cap filter
- -Minimum score threshold
- -Save and Reset to Defaults buttons
Preferences in Detail
Scoring Weights
The Fundamental vs Technical weight slider controls the default weighting used in Composite Ranking and any feature that references composite scores. Moving the slider left emphasizes fundamental health (value investing); moving right emphasizes technical momentum (trend trading). The two weights always sum to 100%.
Note
Risk Management
| Parameter | What It Controls | Guidance |
|---|---|---|
| Max Stop Loss % | Maximum stop loss distance for risk calculations and suggestions | Typical range: 3-10%. Tighter for day trading, wider for swing trading |
| Max Take Profit % | Maximum take profit target for position sizing calculations | Typically 2-3x your stop loss for good reward:risk |
| Min Reward:Risk Ratio | Minimum acceptable ratio of potential gain to potential loss | 2:1 or higher is recommended; 1.5:1 minimum for most strategies |
Default Filters
| Filter | What It Controls | Guidance |
|---|---|---|
| Results Limit | How many rows appear by default in data tables | 25-100 is typical; higher shows more data but loads slower |
| Min Market Cap | Excludes stocks below this market cap from rankings | Higher values filter out small/micro caps; lower includes more universe |
| Min Score | Excludes stocks below this composite score from default views | Setting this to 5+ filters out below-average stocks automatically |
How to Use
- ●Navigate to Settings from the sidebar footer
- ●Update your display name on the Profile tab
- ●Change your password on the Security tab — use a strong password (rated "Good" or "Strong")
- ●Configure your default scoring weights on the Preferences tab to match your investing style
- ●Set risk management parameters that align with your typical position sizing approach
- ●Adjust default filters to control what shows up in ranking tables platform-wide
- ●Click Save to persist your preferences, or Reset to Defaults to start fresh
This platform provides data and analysis tools for educational and informational purposes only. Nothing on this platform constitutes financial advice, investment recommendations, or solicitation to buy or sell any securities. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.