Fundy is a fundamentals-first research workspace in alpha. All output is educational only, not investment advice. Verify every thesis, data point, and order before acting. Demo mode mirrors the real app in read-only paper mode and does not save changes.
Manage your account, trading preferences, goals, and access.
Profile Information
@DEMO
Trading Preferences
Goals & Risk
Subscription
Fundy AI Quota
Discord Copilot
Your Discord identity is linked. Use the commands below inside the Fundy server.
See the Discord copilot surface and account-link guidance.
Plan, quota, and sync readiness.
Compact portfolio and risk snapshot.
Private Fundy AI chat in Discord.
Ticker brief with share-safe card.
Current advisory setups from your Fundy context.
Connections
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Ask Fundy AI
Active Context
Account Settings
Theme and notifications stay in your user settings, while investment goals and risk profile now save through the goal-profile endpoints used by onboarding and account health analysis.
Investment Goals
Your goal profile feeds account health analysis, concentration checks, and risk-aware recommendations. Update it here any time.
Alpaca Credentials
Paper and live credentials are managed separately. Existing values stay masked, so enter both fields again whenever you rotate a key pair.