User Preferences
Short answer: User Preferences holds 500 settings across investment management, portfolio accounting, investor relations, capital activity, risk & compliance, tax, treasury, valuation, ESG, documents, communications, security, data & integrations, fundraising and portfolio companies.
User Preferences holds 500 settings across investment management, portfolio accounting, investor relations, capital activity, risk & compliance, tax, treasury, valuation, ESG, documents, communications, security, data & integrations, fundraising and portfolio companies.
- Search, filter by area, or show Customized only
- Changes save the moment you make them; customised rows get an accent edge
- Items marked LIVE change the app immediately (info tooltips, market ticker, menu pin, table density)
- Export downloads your full settings as JSON; Reset All restores defaults
Try it in the free demoTalk to us
Related
- Getting started
- Docent — the built-in assistant
- Favorites & Recents
- Appearance — Graphite, palettes, light & dark
- Getting around
- Info tooltips