# Account & Settings Guide

Manage your account, security, preferences, and subscriptions.

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## Account Settings

Access settings at **Settings** in the main navigation.

### Profile
- Update display name
- Change email address
- Update profile picture
- Set timezone

### Password
- Change password (requires current password)
- Password requirements:
  - Minimum 12 characters recommended
  - Mix of letters, numbers, symbols

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## Security Settings

### Multi-Factor Authentication (MFA)

MFA adds a second layer of security to your account.

**Setup Options**:
- **Authenticator App** (recommended)
  - Google Authenticator, Authy, or similar
  - Scan QR code to set up
  - Enter 6-digit code to verify

- **SMS**
  - Receive codes via text message
  - Requires phone number verification

**When MFA is Required**:
- Paper trading
- Live trading
- Sensitive account changes
- Broker connections

### Session Management

**View Active Sessions**:
1. Go to **Settings > Security**
2. See all logged-in devices
3. Information shown:
   - Device type
   - Browser
   - IP address
   - Location (approximate)
   - Last activity

**Revoke Sessions**:
- Click **Revoke** next to any session
- Click **Revoke All** to log out everywhere
- Your current session remains active

**Session Limits**:
- Default: 5 concurrent sessions
- Maximum: 20 (adjustable)
- Oldest sessions auto-expire when limit reached

### Session Timeouts

Configure how long sessions stay active:

| Mode | Default | Range |
|------|---------|-------|
| Dashboard | 60 minutes | 5-240 minutes |
| Terminal | 480 minutes (8 hours) | 15-480 minutes |

Adjust in **Settings > Security > Session Timeouts**.

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## AI Configuration

### Platform Credits
- View current credit balance
- See usage history
- Purchase more credits

### Bring Your Own Key (BYOK)
1. Go to **Settings > AI Configuration**
2. Click **Add API Key**
3. Paste your Anthropic API key
4. Click **Save**

Your key is encrypted and never displayed after saving.

**Benefits of BYOK**:
- Unlimited AI usage
- Pay only for what you use
- Direct Anthropic pricing

### Usage Monitoring
- View AI calls by feature
- Track token usage
- Monitor costs (BYOK)

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## Notification Preferences

### Notification Types
| Type | Options |
|------|---------|
| Price Alerts | Push, Email, Both, None |
| Pattern Detection | Push, Email, Both, None |
| Economic Events | Push, Email, Both, None |
| Strategy Updates | Push, Email, Both, None |
| Account Security | Always Email |

### Push Notifications
- Enable browser notifications
- Allow when prompted
- Test notification from settings

### Email Preferences
- Frequency: Instant, Daily digest, Weekly summary
- Unsubscribe from marketing
- Security emails cannot be disabled

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## Broker Settings

### Connected Brokers
- View all connected brokers
- See connection status
- Test connections
- Remove brokers

### Adding a Broker
See [Broker Setup Guide](./04-broker-setup.md) for detailed instructions.

### Execution Mode
- **Mock** — Default for all accounts
- **Paper** — Requires MFA
- **Live** — Requires MFA + broker + approval

Change mode in **Settings > Trading**.

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## Social Follows

### Personal Follows
- View all your follows
- Add new follows
- Remove follows
- Set polling frequency

### Credential Management
For private channels (Telegram, Discord):
- Bot tokens encrypted
- Update tokens if needed
- Revoke access anytime

See [Social & Sentiment Guide](./07-social-sentiment.md) for setup details.

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## Subscription & Billing

### Current Plan
- View plan name and features
- See renewal date
- Usage statistics

### Upgrade/Downgrade
1. Go to **Settings > Subscription**
2. Click **Change Plan**
3. Select new plan
4. Confirm changes

### Payment Methods
- Add/remove credit cards
- Set default payment
- View billing history

### Invoices
- Download past invoices
- Set up invoice emails

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## Data Export

Export your data for backup or analysis.

### Available Exports
| Data Type | Format |
|-----------|--------|
| Trade History | CSV |
| Recommendations | CSV |
| Alerts | CSV |
| Settings | JSON |

### Requesting Export
1. Go to **Settings > Data**
2. Select data to export
3. Click **Export**
4. Download when ready

### Full Data Export (GDPR)
For a complete copy of all your data:
1. Go to **Settings > Privacy**
2. Click **Request Data Export**
3. Export is prepared (may take up to 24 hours)
4. Download link sent via email

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## Account Deactivation

### Temporary Deactivation
Pause your account without deleting:
1. Go to **Settings > Account**
2. Click **Deactivate Account**
3. Confirm deactivation
4. Account becomes inactive
5. Log in anytime to reactivate

**What happens**:
- Strategies pause
- Alerts pause
- Data is preserved
- Subscription pauses (if applicable)

### Permanent Deletion
Delete your account and all data:
1. Go to **Settings > Account**
2. Click **Delete Account**
3. Complete required steps:
   - Close all open positions
   - Stop all running strategies
   - Confirm deletion
4. Enter password to confirm
5. Grace period: 7-90 days (you choose)

**During Grace Period**:
- Log in to cancel deletion
- Data still exists but is inaccessible
- After grace period, deletion is permanent

### Before Leaving
We recommend:
- Export your data
- Close any open positions
- Stop any running strategies
- Disconnect broker accounts

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## API Access (Enterprise)

### API Keys
For programmatic access:
1. Go to **Settings > API**
2. Click **Generate API Key**
3. Set permissions and limits
4. Copy key (shown only once)

### Rate Limits
| Plan | Requests/Minute |
|------|-----------------|
| Pro | 60 |
| Enterprise | 600 |

### Webhooks
Send events to your systems:
1. Go to **Settings > Webhooks**
2. Add webhook URL
3. Select events to send
4. Test webhook

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## Troubleshooting

### Can't Log In
- Check email and password
- Try password reset
- Check if account is deactivated
- Contact support if locked out

### MFA Not Working
- Check time sync on authenticator
- Use backup codes if available
- Contact support for reset

### Session Keeps Expiring
- Check timeout settings
- Disable browser extensions that clear cookies
- Try different browser

### Notifications Not Arriving
- Check notification preferences
- Allow browser notifications
- Check spam folder for emails
- Verify push is enabled

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## Privacy & Data

### What We Collect
- Account information
- Trading activity
- Platform usage
- Technical data (IP, device)

### How We Use Data
- Provide the service
- Improve features
- Security monitoring
- (With consent) Marketing

### Your Rights
- Access your data
- Export your data
- Delete your data
- Opt out of marketing

See our Privacy Policy for full details.

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## Getting Help

### In-App Support
- Click **Help** button (bottom-right)
- Use **Ask AI** for feature questions
- Access guided tours

### Contact Support
- Email: support@agencio.cloud
- Response within 24 hours

### Bug Reports
Use the **Feedback** button to report issues:
- Describe the problem
- Include steps to reproduce
- Screenshots help!

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*Settings changes take effect immediately unless otherwise noted.*