Using the dashboard

Profile

Click your name at the bottom of the menu to open Profile. It has three tabs along the top: Profile, Chat Sessions and Memory.

The Profile tab: look, voice, notifications, plan, Discord, your key and your invite linkThe Profile tab: look, voice, notifications, plan, Discord, your key and your invite link

The Profile tab

SectionWhat is there
AppearanceDark mode.
VoiceWhich voice Atlas speaks with, the language, and When Atlas needs to press something: Ask for permission or Fully auto.
NotificationsPhone notifications. Manage chooses which ones you get: workflows, triggers and trades, alerts, collaborators, Studio.
SubscriptionYour plan, how much you have used, and Manage Subscription. See Plans and how you get charged.
Linked AccountsLink Discord to get workflow and trade messages.
API / CLI / MCP KeyShow, copy or Rotate the key for the Web API and command line.
InviteYour invite link, to share.
Danger ZoneSign Out and Delete Account.

Your broker is not here. It is in Connect → Brokerages.

Chat Sessions

Your saved chats, to open or delete, and Tool permissions: whether Atlas asks before it changes anything (an order, a trade, a workflow, an alert, a message). Looking things up never asks.

More than one account

The ... next to your name lists the accounts signed in on this device. Add account signs in another, and clicking one switches to it. Dark mode and Sign out are there too.

Deleting your account

Delete Account tells you exactly what will be removed before you confirm. It cannot be undone. Positions at your broker are not closed for you, so close those first.

Heads up

Your key can place real orders with a linked broker. Keep it secret, and press Rotate here if it ever leaks.

Need help? Email accesspoint@finmanagerai.com.