For the complete documentation index, see llms.txt. This page is also available as Markdown.

Access Preference Settings

Only applied to Summary and Financial Analysis workspaces

You can access the preference settings of these workspaces by:

#1: Click on the "Add Panel" button located within the main workspace.

Figure 1: Add new panel

#2: Click on the setting icon:

Figure 2: Settings icon

The general settings will be displayed as shown below in either case:

Figure 2: Summary Preference Settings
Figure 3: Financial Analysis Preference Settings

Last updated