Profile Settings
Customize your profile information and preferences to personalize your Ascentia experience.
- Click on your profile icon in the top-right corner of the dashboard
- Select "Profile Settings" from the dropdown menu
- You'll be taken to your profile management page
Display Name
The name shown throughout the platform. This is how other users will see you if you share reports or collaborate.
Email Address
Your primary contact email used for login and important notifications. Email changes require verification for security.
Phone Number
Optional contact number for account recovery and two-factor authentication.
Time Zone
Ensures accurate timestamps for your trades and notifications. Critical for accurate trade logging.
Trading Experience
Select your experience level: Beginner, Intermediate, or Advanced. This helps Ascentio AI provide appropriate insights.
Primary Markets
Choose the markets you trade: Stocks, Forex, Crypto, Options, Futures, etc. You can select multiple markets.
Trading Style
Indicate your primary trading style: Day Trading, Swing Trading, or Position Trading. This affects AI recommendations.
Risk Tolerance
Set your risk profile: Conservative, Moderate, or Aggressive. Used for risk management insights.
- Click "Change Profile Picture" button
- Upload an image (JPG or PNG format, maximum 5MB)
- Use the cropping tool to adjust your image
- Click "Save" to update your profile picture
- Language: Choose your preferred interface language
- Currency: Set your default currency for P&L calculations
- Date Format: Select between MM/DD/YYYY or DD/MM/YYYY
- Number Format: Configure decimal and thousands separators
- Keep your email address current for important account notifications
- Set your correct time zone to ensure accurate trade timestamps
- Complete your trading profile to receive personalized AI insights
- Use a professional profile picture if sharing reports with others
- Review and update your profile information quarterly