Portfolio Settings
Portfolio Policy Settings
Configure guardrails and save behavior defaults.
Controls
Settings actions with save result confirmation.
Enable allocation drift alerts
Enable auto-rebalance suggestions
Send weekly risk warning digest
No settings saved yet.
About the Settings Page
Set default thresholds, notification behavior, and governance rules to keep investment operations consistent.
Portfolio Settings
Portfolio Policy Settings
Configure guardrails and save behavior defaults.
Controls
Settings actions with save result confirmation.
Enable allocation drift alerts
Enable auto-rebalance suggestions
Send weekly risk warning digest
No settings saved yet.
About the Settings Page
Set default thresholds, notification behavior, and governance rules to keep investment operations consistent.