InvestFlow Logo

InvestFlow

Settings

Manage your account settings, financial data, and application preferences.

My Account & Profile
Manage your user data, profile information, security, and preferences.

User profile settings, password changes, and notification preferences.

Financial Institutions
Register and manage the financial institutions you use.

List, add, or edit your banks, brokers, and other financial entities.

Accounts
Set up and configure your various financial accounts.

Manage current accounts, savings, investments, credit cards, linked to your institutions.

Assets
Manage your catalog of investment assets.

Add or edit assets manually if necessary (e.g., stocks, bonds, crypto).

Asset Types
View and manage (for admins) asset types available in the system.

System-defined and custom asset classifications (e.g., Equity, Fixed Income, Real Estate).

Transaction Categories
Create and manage personalized income and expense categories.

Define categories and subcategories for better financial tracking (e.g., Salary, Groceries, Utilities).

Market Data Management
Manage market data used by the system, including index definitions and historical values.
Index Definitions
Register and configure market indexes (e.g., CDI, IPCA, IBOVESPA).

Define market benchmarks used for performance tracking and analysis.

Index Values History
Update and consult historical values of market indexes.

Manage the time series data for each defined index.

General Application Settings
Configure general application preferences such as theme, language, and notifications.

Application-wide settings and customization options will be available here.