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Settings & Configuration

InvestSync provides extensive customization options to tailor the platform to your specific investment management needs. This page covers the various settings available for both user and organization preferences.

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User Settings

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Profile Settings

Manage your personal account information:

  1. Navigate to Settings from the user menu in the top-right corner
  2. Update your profile information:
    • Name and contact details
    • Profile picture
    • Email preferences
    • Password and security settings

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Interface Preferences

Customize how InvestSync looks and behaves:

  • Theme: Choose between light mode, dark mode, or system default
  • Default View: Set your preferred landing page after login
  • Date Format: Select your preferred date display format
  • Currency Display: Configure how currencies are displayed

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Notification Settings

Control how and when InvestSync notifies you:

  1. Navigate to Notification Settings
  2. Configure notification preferences:
    • Email notifications
    • In-app notifications
    • Notification frequency
    • Alert thresholds for portfolio changes

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Organization Settings

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General Settings

Configure the basic properties of your organization:

  • Organization name and description
  • Logo and branding
  • Default currency
  • Fiscal year settings
  • Business hours and timezone

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Financial Settings

Set financial parameters for your organization:

  • Base Currency: The primary currency for portfolio valuation
  • Exchange Rate Sources: Sources for currency conversion
  • Transaction Fee Settings: Default fee assumptions
  • Tax Settings: Configure tax rates and withholding percentages

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Category Management

Customize investment categories to match your needs:

  1. Navigate to Categories in organization settings
  2. Add, edit, or remove investment categories
  3. Define custom allocation targets
  4. Set category display order

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Integration Settings

Configure connections with external services:

  • Data Providers: Connect to market data sources
  • Bank Connections: Link to financial institutions
  • Export Services: Configure integrations with tax software
  • API Access: Manage API keys and permissions

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Security Settings

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Account Security

Protect your InvestSync account:

  • Two-Factor Authentication (2FA): Enable additional security verification
  • Session Management: View and terminate active sessions
  • Login History: Review recent account access

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Organization Security

Control access to organization data:

  • IP Restrictions: Limit login from specific locations
  • Password Policies: Set password requirements for team members
  • Data Access Controls: Configure what different roles can view and edit
  • Audit Logging: Track all activity within the organization

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Advanced Settings

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Data Management

Control your data within InvestSync:

  • Data Import/Export: Import or export portfolio data
  • Data Retention: Configure how long data is kept
  • Backup Settings: Set up automatic data backups

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Developer Options

For advanced users who want to extend InvestSync:

  • API Keys: Generate and manage API keys
  • Webhooks: Configure event notifications to external systems
  • Custom Scripts: Create automation for specific tasks

Changing certain organization settings may affect historical data presentation. Always review the potential impact before making significant changes to financial settings.