Profile Management

Managing Your Plutos Equities Profile

Follow these steps to effectively manage your profile, watchlists, and preferences. This visual guide will help you customize your Plutos Equities experience.

Step 1: Access Your Profile & Manage Favorite Companies

Click on your profile icon in the top right corner of any page to access a dropdown menu with profile options. Select "My Profile" to navigate to your profile management page. Here you'll see your favorite companies list.

Favorites Management: Your dashboard shows companies you've added to favorites. Each listing includes company name, ticker, and a trash icon to remove it from favorites. The system also suggests companies based on your interests that you can add with a single click.

Step 2: Edit Personal Information

In the profile dashboard, you can view and edit your personal information, including your name, email, contact details, and profile picture. Click on the "Edit" button to make changes.

Tip: Make sure your contact information stays up-to-date to receive important notifications about your account and investments.

Step 3: Manage Your Subscription Plan

The "Plans & Billing" tab allows you to view your current subscription and explore other available options. Compare features across our three tiers: Basic, Premium, and Enterprise.

Subscription Tip: Review the feature comparison chart to find the plan that best suits your investment needs. You can upgrade or downgrade at any time, with changes taking effect at your next billing cycle.

Step 4: Submit and Track Support Issues

The "Support Issues" tab allows you to view and manage all the issues you've reported to our admin team. You can check the status of each ticket, add additional information to existing reports, and see admin responses.

Support Tip: When submitting a new issue, include specific details such as when the problem occurred and what steps you took. This helps our admin team resolve your issue more efficiently.

Step 5: View and Manage Your Notifications

In the "Notifications" tab, you can see all system notifications from the application. Review important updates, account alerts, and information about companies you follow in one centralized location.

Notification Tip: Use the filters to sort notifications by type or date. You can mark notifications as read or delete them to keep your notification center organized and focused on what matters most.

Profile Features Overview

Your Plutos Equities profile offers several customization options to enhance your experience:

Custom Watchlists: Track specific companies or sectors
Personalized Alerts: Receive timely notifications based on your criteria
Account Management: Manage subscription plans and billing information

Need Help?

If you need assistance with managing your profile settings, please contact our support team at info@plutosequities.com.