User Preferences and Privacy Mode
The User Preferences and Bot Preferences cards in Account Settings let you shape the dashboard, protect your privacy on screen, and tune a few global bot behaviors.
Everything below lives in Account Settings. Changes save as soon as you flip a switch or pick an option.
Default homepage
Default Homepage decides where you land after login: the Trading Dashboard or the Backtick Dashboard. Pick whichever you open first each morning.
Privacy Mode
Privacy Mode hides account values and your name, which is handy when you are streaming, screen-sharing, or trading in public. You can toggle it on the spot from the account menu (the user icon in the top bar), and the Default to Privacy Mode On preference makes every session start private.
Main dashboard cards
The Main Dashboard Settings switches control what the Trading Dashboard shows, including:
- Hide Closed Trades on Bots Table
- Show Today's Bot Trade Profit Card and Show All Bot Trades Profit Card
- Show Strategy Profits on Profit Cards
- Show Intraday Chart and Show Trade Counts Card
- Show Recent Bot Activity, with a selectable number of entries
Intraday chart settings
When the intraday chart is on, you choose what plots alongside your account: Buying Power, VIX, VIX9D, VIX1D, an index chart, and markers for your trades. Delay Chart Start Until 9:31am skips the first noisy minute of the session, and Use All-Account P&L Instead of Bot-Only P/L switches the chart between everything in the account and just bot trades.
Chart Comparison Index picks the benchmark for the index chart, with choices including SPX, NDX, RUT, DJX, OEX, VIX, and the SPY, QQQ, and IWM ETFs. Every choice is available on all plans, whichever broker you have linked. This same index powers the Account vs Market Performance report.
Bot preferences
The Bot Preferences card holds a few account-wide bot behaviors:
- Percent Sizing Uses Minimum Quantity of 1 and Leverage Sizing Uses Minimum Quantity of 1: open at least one contract even when the sizing math rounds to zero.
- Wide Spread Patience Window: when a strike shows an abnormally wide bid-ask spread, tradeSteward pauses management and stops for open trades until normal quotes return or your window expires, whichever comes first. Choose a window from 15 seconds to 5 minutes; once it expires, the bot proceeds on whatever quotes are available. Until Normal Quotes keeps waiting as long as the spread stays wide, and Off skips the pause entirely, so trades are managed and stops fire on whatever quotes are available. See Wide Spread Protection for the full story.
- Profit Target Trigger: submit profit-target orders immediately, or only once a trade has covered a chosen percentage of the distance from its entry price to its target, which conserves orders and buying power. New accounts start at 20 percent. It applies to every bot on the account, and it is rechecked on every pass, so an order that gets canceled while a trade is open is not resubmitted until the trade is back over the trigger. See Profit Target Trigger for worked examples.
- Enable Bot Webhook Controls: turns on webhook remote control and manages its token.