Loungely Loungely Settings
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Settings

Account & Security

Your identity and login credentials.

Display name & handle

Shown at the top of every page instead of your name. Unique across Loungely.

Change password

Investor Profile & Appearance

How Loungely is tailored to your strategy, and how it looks.

Investor profile

— — this is what your dashboard is built around.

Appearance

How Loungely looks on this browser.

Dashboard hero

The picture at the top of your dashboard.

Accounts & Taxes

Where you trade, and the tax figures your dashboard and future tax screens use.

Accounts

Add one per account you trade in, including more than one of the same type — each can have its own strategy.

Cost basis method

How Loungely works out what the shares you sell originally cost you. It decides the realized gain or loss on your dashboard and journal.

Investment fees

Choose which costs are taken off the income and return figures on your dashboard and journal.

Income goal

What you're aiming to collect each month from dividends, covered-call premiums, and ETF/mutual fund distributions combined.

Marginal tax rate

Optional. Your top marginal rate — used to estimate taxes on year-end capital gains, dividends and income, and the benefit of deducting interest on money borrowed to invest. Not tax advice, just a rough figure for your dashboard.

Account filters

Controls which accounts appear as filter pills at the top of the dashboard and journal. A leveraged account and the loan/LOC funding it always show together, linked by , when both are visible.

Import log

Every brokerage file you've imported, and the account it landed in.

Imported into the wrong account by mistake? Delete that import here — it removes only the transactions it added, nothing else.

Close account

Leave Loungely for good.

Delete my Loungely account

Permanently erases your login, every account you've set up, and every transaction in your journal. It happens right away and can't be undone — not by you, not by us.

CLOSED

Last call at the lounge

You're about to flip the sign to Closed — permanently. The lights go out, the chairs go up, and the bartender clears your tab for good. Every transaction, every account, every dashboard you've fussed over leaves with you.

This one's permanent. No undo, no grace period, no “actually, wait.” We can't bring it back for you either.