Profile Settings

Managing Your Profile

Customize your TradeLogist profile and preferences.

Accessing Profile Settings

  1. Click your avatar in the top right
  2. Select Settings
  3. Navigate to Profile tab

Profile Information

Editable fields:

  • Display Name
  • Email Address
  • Profile Photo
  • Time Zone
  • Currency Preference

Changing Your Email

  1. Go to Profile → Email
  2. Enter new email address
  3. Verify via confirmation link
  4. Old email notified of change

Updating Your Photo

  1. Click on your avatar
  2. Upload new image (JPG, PNG)
  3. Crop to fit
  4. Save changes

Photo requirements:

  • Minimum 200x200 pixels
  • Maximum 5MB file size
  • Square aspect ratio recommended

Time Zone Settings

Your time zone affects:

  • Trade timestamps display
  • Calendar view
  • Report date ranges
  • Daily P/L calculations

To change:

  1. Go to Profile → Time Zone
  2. Select from dropdown
  3. Choose to convert existing trades or not

Currency Preference

Set your preferred currency for:

  • P/L display
  • Account balance
  • Analytics

Note: This doesn't convert actual values, just display.

Trading Experience Level

Helps us customize your experience:

  • Beginner: More tooltips and guidance
  • Intermediate: Standard interface
  • Advanced: Power user features

Display Preferences

Customize how data appears:

  • Date format (MM/DD/YYYY or DD/MM/YYYY)
  • Number format (1,000 or 1.000)
  • P/L colors (green/red or custom)