Organisation setup

Settings → Setup (/settings/orgs) is the admin hub for structure and connections.

Organisation profile

Timezone, region, default currency, number format, and AI model defaults live here. European date format (DD/MM/YYYY) applies across the product.

Legal entities

Entities (individuals, trusts, companies) own positions and bank accounts. Create entities before large imports so statements attach to the right book.

Settings → Setup → Entities or ask chat to create entities by name.

Bank accounts

Register custodian and operating accounts. Statement imports reference bank account name and portfolio name for grouping.

Integrations

Connect external services where available (portals, data feeds). Availability varies by plan and region.