Account Settings
Account Settings contains three top-level areas: Overview, Integrations, and Billing. The options shown depend on your account and plan.
Algo Agent routing Basic or Professional
Section titled “Algo Agent routing ”There is no account-level model picker. Algo Agent automatically routes each action for ingestion, research judgment, debugging, or final review. The product team maintains that policy so provider model changes do not become account setup work or create inconsistent behavior across product surfaces.
Choose Deep Analysis in the Algo Agent composer only when a difficult decision benefits from broader expert review. It keeps the standard turn cap but can route more consequential reviews through a higher-cost capability.
Review AI credits
Section titled “Review AI credits”Open Account → Billing to see:
- total remaining AI credits;
- monthly, bonus, and purchased balances when present;
- the monthly reset date;
- AI credit usage for the previous 30 days; and
- purchase or request controls available to your plan.
Monthly credits reset at the billing boundary. Purchased credits are tracked separately and currently roll over. During beta, additional credits may require an admin request instead of checkout.
Manage integrations
Section titled “Manage integrations”Use Account → Integrations for Alpaca connections, TradingView settings, and AI service credentials when they are enabled. Follow the dedicated guides for the data contract and verification steps: