Profile & Account
Manage your personal information and account credentials.
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Javier Sepulveda
JPG, PNG or GIF — max 2 MB
Display Name
Shown in the sidebar and across the app.
Email Address
Used for account recovery and future notifications.
Password
Set a strong password to secure your account.
Portfolio Settings
Configure how your portfolio data is tracked and displayed.
Base Currency
All values across the dashboard will be shown in this currency.
Display & Preferences
Customize the look and feel of the interface.
Language
Sets the display language for labels, menus, and messages.
Theme
Switch between dark and light mode.
Date Format
Controls how dates appear throughout the app.
Notifications
Coming Soon
These features are planned for a future update and are not yet functional.
Significant Gains / Loss Alerts
Receive an email when a position moves more than a set threshold (e.g. −5% in a day).
Performance Summary Email
Weekly or monthly digest of your portfolio performance sent to your inbox.
Price Target Alerts
Set a custom price target per holding and get notified when it is reached.
Dividend Payment Reminders
Get notified ahead of upcoming dividend ex-dates for holdings in your portfolio.
Privacy & Security
Coming Soon
These features are planned for a future update and are not yet functional.
Two-Factor Authentication (2FA)
Add an extra layer of security by requiring a verification code at login.
Active Sessions
View all devices currently logged into your account and revoke access remotely.
Login History
Review a log of recent sign-ins including location, device, and timestamp.
Data Export
Download a full copy of your portfolio data, transaction history, and account information as CSV or PDF.
Integrations
Coming Soon
These features are planned for a future update and are not yet functional.
Connect Brokerage Account
Sync holdings and transactions automatically from GBM+, ACTINVER, and other supported brokers.
API Key Management
Generate and manage API keys to access your WealthOS data programmatically.
Danger Zone
Irreversible actions — proceed with caution.
Delete Account
Permanently deletes your account and all associated data. This cannot be undone.