Settings Summary

Customize your Trader Node experience and manage your account preferences.

The Settings page contains six tabs that control everything from your personal profile to your subscription. Access Settings from the sidebar.

Articles

1. Accounts Settings

  • Managing your profile photo, name, email, and password

  • Setting up your business profile

  • Understanding the danger zone (delete data, close account)

2. General Settings

  • Configuring your timezone

3. Currency Settings

  • Setting your default display currency

  • Enabling and disabling currencies by region

  • Managing exchange rates used for the Dashboard display currency conversion

4. Categories & Tags Settings

  • Managing prop firms, brokers, and platforms lists

  • Adding and organizing transaction categories

  • Creating and managing tags for challenges, funded accounts, private accounts, and transactions

5. Templates Settings

  • Creating challenge templates for faster data entry

  • Setting up funded account templates

  • Deleting saved templates

6. Billing Settings

  • Viewing your current plan and features

  • Updating your payment method

  • Accessing billing history and downloading invoices

  • Changing, upgrading, or cancelling your subscription

Quick Reference

Tab

What It Controls

Accounts

Your identity, business profile, account deletion

General

Date format, number format, timezone

Currency

Default currency, enabled currencies, exchange rates

Categories & Tags

Prop firms, brokers, platforms, categories, tags

Templates

Saved configurations for challenges, funded accounts

Billing

Subscription plan, payment method, invoices

First-Time Setup Checklist

If you're new to Trader Node, configure these settings first:

  1. General, set your date format and timezone

  2. Currency, set your default currency and enable the currencies you use

  3. Categories & Tags, add your prop firms and brokers before creating challenges or accounts

  4. Accounts, add your business name for accurate reporting

Templates and billing can be configured later as needed.

No fiscal year setup needed. The Reports page uses a date range picker, so you pick the period you want each time you export. There's nothing to configure in advance.