Settings brings your identity, Agent preferences, plan, connections, notifications, and privacy controls together. On mobile, open Me and use the Settings button; on desktop, open Settings from the account menu.
On this page
Profile and preferences
Under Account, update the display name shown in Mavori and to the Agent. About you stores your investment style, preferred assets, and AI-agent experience so research and explanations can begin at the right level. Preferences controls product analytics, while Appearance lets you use the system theme or choose light or dark mode. Rules & Memory is where you review standing guidance and remembered facts that carry across conversations.
Plan, credits, and billing
Open Billing to see your current plan, included AI credits, and the features available on each plan. You can start or change a plan, manage an existing subscription, and buy additional credits when that option is available. Included credits renew on the cadence shown beside your plan; the credit balance in the account menu gives you the quickest current view.
Connections and notifications
Use Connections for brokerages that provide portfolio context or permissioned trading. The separate MCP connections page manages external AI clients and tool servers. Under Notifications, choose which approval requests, risk events, fired alerts, and daily digests should reach you, then manage the browsers and mobile devices registered to receive them.
Data plugins
Open Data plugins to see the research, news, market, options, portfolio, backtest, and macro data families enabled for your account. This view explains what each family contributes; source, freshness, and coverage still travel with the result that uses it. See Data coverage and freshness for how to read those states.
Security, privacy, and support
Security & Privacy shows your email status and sign-in methods, and lets eligible accounts update an email or password. You can download a copy of your account data or permanently delete the account from the same area. Review the Privacy Policy and Terms of Service for the legal details. If you need help with access, billing, or account data, use the Contact page to reach the appropriate support channel.