Everything about you — appearance, language, personal details, security — is set from your profile. Some fields are cosmetic; others feed the projections and recommendations.
Finding the profile
Click Account at the bottom of the sidebar on desktop. Four tabs: Profile, Security, Preferences, Data.
Profile — your details
Name, date of birth, marital status, employment status, dependants, target retirement age, annual income.
Security
Two blocks.
- Sign-in methods — the one-time email code, always active, and Google sign-in if it's configured on this environment.
- Active sessions — the real list of your open sessions: browser, system, IP address, date. You can sign out every other session in one click, which is the right reflex after signing in on a device that isn't yours.
Preferences
Four cards.
- Appearance — light, dark or system, and the accent colour among 7: Atlas (default), Ocean, Royal, Rose, Ruby, Sunset, Gold.
- General — language (French or English) and your main currency. See Change my main currency.
- Notifications — two switches: Account freshness (an account with no update in over 30 days) and Asset revaluation (an alternative asset not revalued in over a year). Both are off by default; once on, they raise a notice in the app and at most one email a month, naming what has gone stale and how long ago — never any amount.
- Help & discovery — the Show again button replays the welcome tour that introduces the main views.
Data
- Export — three formats: a CSV per family (accounts, real estate, alternative assets, debts), a laid-out PDF report, and a full JSON export that serves as a backup.
- Import — a CSV of monthly balances, which creates or updates the matching accounts.
- Delete my account — permanently, with everything attached to it.
Not configurable yet
- Date format — Atlas follows your language:
dd/mm/yyyyin French,mm/dd/yyyyin English. No picker. - Email address — it's your sign-in identifier, and it can't be changed from the app.