Profile
Preferences & account controls
Keep your investing profile, alerts, and contact information consistent across the platform.
Summary
How you invest
Risk tolerance
MODERATEMax position: 2.5% · Stop loss: 4–6%
Time horizon
LONGBalanced portfolio, S&P 500
Portfolio size
MEDIUMExperience: INTERMEDIATE
Preferences
Investment profile
Update preferences used across the screener, watchlists, and portfolio tools.
Risk tolerance
Time horizon
Portfolio size
Experience
Goals
Preferred sectors
Quick Actions