Settings

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

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. Defaults to 21.
• Reset Tours - clear your product-tour history so the welcome prompt and every page tour reappear, including ones you skipped or turned off.
• 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.

Your Data

Download my data takes a full copy of your trading journal as a single CSV file. It's available to every account on every tier - exporting your own data isn't a paid feature.

• Download CSV - builds and downloads the file. Every option trade and every stock trade in your organization is included, with no filters applied: the date range, portfolio filter, or search you have set elsewhere in the app make no difference to it. Large histories can take a minute.
• The file is named optionspro-trades-YYYY-MM-DD.csv and opens in Excel, Numbers, or Google Sheets as-is.

See Exporting Your Data for what each column holds, the file-size ceiling that can stop an export, and the two filtered exports on Trades and Positions that download just the rows you're looking at.

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 - prices, Greeks, and implied volatility are provided by Massive, a third-party market data service. The section names the provider and links to it. An option price is that provider's estimated value for the contract rather than a quote off the book - see What a price is.
• 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.

Delete Account

The last section on the page permanently deletes your OptionsPro account. There is no undo, and support cannot restore an account once the deletion has run.

Clicking Delete account opens a confirmation dialog that spells out what happens and asks you to type DELETE before the final button enables:

• Any active subscription is canceled immediately, with no further charges. This is not the end-of-period cancellation you'd get from the Stripe portal - Pro access ends with the account.
• Your personal portfolio, trades, and brokerage connections are deleted, along with everything derived from them.

The dialog also links to Download your data first, which jumps you back up to Your Data so you can keep a CSV copy of every option and stock trade before anything is removed. Take the export first if you want one - it isn't offered afterward.

Once you confirm, you're signed out straight away and the removal continues in the background, so a large history keeps deleting after you've left. Deleting your account at your identity provider has the same effect: the same cleanup runs either way.

When deletion is refused

Deleting your account can never take data or access away from someone else, because OptionsPro checks for shared resources before anything is canceled or removed. If it finds one, the request stops there with a message naming what to resolve, and nothing at all has changed - your subscription is still active and your account is untouched. You'll see this if:

• You own a shared organization. Its ownership and billing have to be transferred first.
• Your personal workspace has other members. Their data has to be preserved first.
• You connected a brokerage inside a shared organization. That connection has to be resolved first.
• You own more than 100 organizations, or more than 100 brokerage connections. Too much to unpick automatically, so it gets a human look.

Each of these is a Support conversation, not something you can clear from Settings. Once it's resolved, the delete goes through normally.