Settings

Manage your profile, connections, and preferences.

Profile

Name

Your account

Not signed in

Risk profile

Tell the AI advisor your risk appetite in chat and it remembers.

Moderate (default)

Appearance

Theme

Warm paper white, the default. Saved on this device.

Accent

Gold

Data density

How much the Discover, Markets and heatmap visuals show at once. A healthy middle.

Price alerts

No price alerts yet. Set one from any stock page, Alerts tab.

Weekly watchlist digest

Every Monday: your watchlist's moves and fresh congressional trades on your tickers.

Developer API & MCP

Query SteadyShares from your own code, or connect it to an AI tool with the MCP connector. Read the docs.

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Data connections

Market data (Yahoo)

Live

News (Google News, Yahoo)

Live

SEC 13F (EDGAR)

Live

Bank linking (Plaid)

Coming soon

Data & privacy

Watchlist, portfolio, alerts & screens

Saved in your account when signed in (private to you, enforced by row level security). Guests keep everything in this browser.

Synced to your account

AI privacy

Raw bank details are never sent to the AI advisor.

Aggregates only

Dashboard layout

Widget positions stay local to each browser.

This device

Educational information, not financial advice.