Account Settings
Account Settings contains three top-level areas: Overview, Integrations, and Billing. The options shown depend on your account and plan.
Choose a default AI model Basic or Professional
Section titled “Choose a default AI model ”Open Account → Integrations → AI Assistant. Under AI Model Preferences, choose a model or select Default (use system default), then save.
The selector in the app is the source of truth for currently available models. Model names, availability, and the system default can change as providers and product policy evolve. Use a more capable option when a task needs deeper reasoning or code work; compare a lower-cost option on bounded, routine requests when credit usage matters.
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 preferences. Follow the dedicated guides for the data contract and verification steps: