Settings

The Settings page is a single scrollable form with sections for User Preferences, Public Portfolio, Billing, and Data Sources.

User Preferences

Personal display preferences. Changes save the moment you make them, and a toast confirms each save.

• Time Format - choose how times are displayed across the app. The label shows a live preview using the format you pick.
• Show Seconds - include seconds in time displays.
• Date Format - choose how dates render. The label shows a live preview.
• Timezone - the timezone used to display times across the app. Choose Browser default or UTC.
• Show Timezone - include the timezone abbreviation alongside times.
• UI Density - scale the interface in five steps from Most dense (90%) to Least dense (110%). Default is Normal (100%).
• Color Vision Mode - remap red/green semantic colors. Options: None, Deuteranomaly (Green-Weak), Protanomaly (Red-Weak), Deuteranopia (Green-Blind), and Protanopia (Red-Blind).
• Cookie Preferences - choose Only Necessary to block analytics cookies, or Allow All to enable analytics and marketing cookies. This option only appears in regions where cookie consent is required.
• Calendar Manage Marker (DTE) - set the days-before-expiration offset used to flag positions for management on the Calendar. Only appears when that feature is enabled for your account.
• Reset Tours - clear your product-tour history so onboarding tours reappear. Only appears when product tours are enabled for your account.
• Reset Settings - restore every preference above to its default value.

Public Portfolio

An opt-in sharing feature that generates a unique read-only link to your aggregate trading performance. When enabled, anyone with the link can view your headline stats - no individual trade details are exposed.

• Enable public portfolio - toggle the feature on or off. Enabling generates a unique link and automatically copies it to your clipboard. Disabling invalidates the link, subject to a short cache window - see Sharing.
• Share link - shown when the feature is enabled. Two buttons let you Copy the link to your clipboard or View it in a new tab to see exactly what visitors see.
• Rotate link - generates a new link and permanently invalidates the current one. Use this if a link was shared with someone you no longer want to have access.

The public page shows aggregate P&L, win rate, your equity curve, and your top five strategies. Your display name appears at the top (e.g. "Jane's Portfolio"). See Sharing for exactly what a visitor can and can't see, and for the image share cards available elsewhere in the app.

Billing

Your subscription status and a link to manage it.

• Subscription Status - Active, Trial, Past Due, Set to Cancel, Canceled, or Not Subscribed. Pulled live from Stripe.
• Current Plan - price and interval (e.g. $X/month) for active subscriptions.
• Next Billing Date (or Access Until if cancellation is scheduled) - when the subscription will renew or end.
• Manage Billing - opens the Stripe customer portal to update payment, view invoices, or cancel. If your subscription is already set to cancel, this becomes Renew Subscription. If you're not subscribed, it becomes a Go Pro button that links to the upgrade page.

A Past Due status means a renewal payment was declined and Pro features are paused until it clears - see If a payment fails. For what happens to your data when a subscription ends, see What happens when Pro ends.

Data Sources

Attribution for the third-party data we use, and how fresh it is.

• FRED® API - risk-free rate data is supplied by the Federal Reserve Bank of St. Louis FRED® API. OptionsPro is not endorsed or certified by them.
• Options Market Data - quotes, Greeks, and implied volatility are provided by Massive, a third-party market data service. The section names the provider and links to it.
• Freshness notice - a line at the bottom of the card states how current that data is: underlying spot prices refresh about every 60 seconds during market hours, and options data about every 2 minutes.

See Market Data for which numbers in the app depend on these feeds and what to do when a price is missing.