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Portfolios, Import & Settings

How do I edit my profile and notifications?

Update your name, retirement age, currency and timezone — and choose which emails you get.

Updated 23 Jul 2026

A couple of the numbers behind your projections — your age, your target retirement age — live in your profile, alongside the basics like currency and timezone. And if the emails ever feel like too much (or too little), that's yours to tune too.

Your profile

Under Settings → Profile you can set your Name, Date of Birth, Retirement Age, Currency and Timezone, then Save. Two of these do real work: your date of birth and retirement age feed straight into the projection engine, so keep them honest.

Your email is fixed to your sign-in; the rest — including retirement age, which drives your plans — is editable.

Notifications

The Notifications tab is a list of switches split into Email Notifications and In-App Notifications — the weekly report, SIP and EMI reminders, goal milestones, price alerts, and more. Turn off anything you don't want and Save.

Every alert is a toggle — keep the reminders you rely on, silence the rest.

Tip: The SIP Pending NAV Reminder and EMI Due Reminder are the two worth keeping on — they nudge you to confirm the entries that keep your net worth accurate.

Do this on your real portfolio

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