{"id":222,"date":"2024-06-25T00:16:27","date_gmt":"2024-06-25T00:16:27","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=222"},"modified":"2025-03-14T00:10:40","modified_gmt":"2025-03-14T00:10:40","slug":"adjusting-your-settings","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/adjusting-your-settings\/","title":{"rendered":"Adjusting Your Settings"},"content":{"rendered":"\n<p>You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of your dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-1024x576.png\" alt=\"Adjust your user settings in Diversiview.\" class=\"wp-image-855\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The Settings allows you to adjust various elements that pertain to your profile.<\/p>\n\n\n\n<ul>\n<li><strong>Name <\/strong>\u2013<strong> <\/strong>Update the name of your profile. This is also the default name given to the portfolio names.<\/li>\n\n\n\n<li><strong>Unique referral link <\/strong>\u2013 see more info about the <a href=\"https:\/\/diversiview.online\/affiliates\">Diversiview Affiliate program<\/a><\/li>\n\n\n\n<li><strong>Password <\/strong>\u2013 change your password regularly to keep your account secure<\/li>\n\n\n\n<li><strong>2FA <\/strong>\u2013 set the two-factors authentication to ON and you will get a code via registered email every time you try to login to your account. This extra protection step is recommended but optional.<\/li>\n\n\n\n<li><strong>Professional Registration Number<\/strong> \u2013 only available on Professional accounts.<\/li>\n\n\n\n<li><strong>Preferred portfolio benchmark<\/strong> \u2013 select your preferred benchmark index.<\/li>\n\n\n\n<li><strong>Preferred returns method<\/strong> \u2013 select your preferred returns method.<\/li>\n\n\n\n<li><strong>Market risk-free rate of return<\/strong> \u2013 select your preferred market risk-free rate of return.<\/li>\n\n\n\n<li><strong>Manage Connection<\/strong> \u2013 revoke access to any brokerage connections.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"4269\" height=\"2400\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5.png\" alt=\"The Settings in Diversiview allow you to adjust various elements that pertain to your profile.\" class=\"wp-image-1198\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5.png 4269w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-5-2048x1151.png 2048w\" sizes=\"(max-width: 4269px) 100vw, 4269px\" \/><\/figure>\n\n\n\n<p><strong><a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today to adjust your settings and analyse and optimise your portfolio the way you want.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Adjusting Your Settings | Diversiview Help","_seopress_titles_desc":"Learn about the settings you can adjust in Diversiview and personalise your portfolio analysis and optimisation 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