Settings.
Tune how the dashboard reasons — the bank's management fee, the sectors you favor or avoid (your Gemini agent reads these to triage broker offers), and which data feeds are live.
Management & fees
% per year
Data sources
Preferences · click a tag to cycle prefer / avoid
Access · who can see this dashboard
Owner has full control. A banker / second pair of eyes gets a read-mostly view; an audit trail records every suggestion. Roles are a preview — auth & multi-user wire in with the admin.kh.group login layer.