Workspace emphasis
Dashboard for awareness, Portfolio for active position work, History for review.
Settings
Pick one area at a time. Runtime awareness stays on Dashboard and Portfolio.
Display
Layout and density preferences for the product shell (not live trading state).
Coming next
Simple / Standard / Advanced UX modes, chart defaults, and per-surface density overrides will land here.
AI & visibility
Narration density for open trades and the Dashboard engine readout (shared with Portfolio).
Broker & exchange
API keys, connection tests, and read-only exchange readiness for this workspace.
Checking broker connection…
Detailed readiness tables live under System & health so this page stays focused.
Notifications
Delivery preferences and channel choices.
Email notifications
Session alerts, trade lifecycle messages, and operational notices.
- Controls will wire here in a later pass.
Alert posture
Quiet by default; escalate only for actionable or safety-related events.
Plan & billing
Plan selection and onboarding progress cached in this browser (not entitlement truth).
Security
Account access and verification.
System & health
Secondary diagnostics for integrations. Open only when you are troubleshooting.
Readiness diagnostics (expand)
Loading read-only readiness snapshot…
Advanced / operator
Links into deeper operational surfaces.