Plans Built for Every Investor

Yes, you can upgrade or downgrade your plan at any time from your account settings. When upgrading, you gain immediate access to the new features and the price difference is prorated for the remainder of your billing cycle. When downgrading, the change takes effect at the start of your next billing period, so you keep your current features until then. There are no penalties or fees for switching plans.

We accept all major credit and debit cards including Visa, Mastercard, and American Express. Payments are processed securely through Stripe. For Enterprise annual plans, we can also accommodate bank transfers and invoicing. All prices are displayed in US dollars, and your bank may apply its standard currency conversion rate if your card is denominated in a different currency.

We offer a 14-day free trial for the Professional plan so you can experience the full analytics suite before committing. No credit card is required to start the trial. When the trial ends, your account automatically reverts to the Starter plan unless you choose to subscribe. For the Enterprise plan, we offer personalized demo sessions where our team walks you through the features relevant to your organization.

When you cancel a paid subscription, your account automatically downgrades to the free Starter plan at the end of your current billing period. Your portfolio data, watchlists, and historical records are preserved. You retain access to Starter-level features indefinitely. If you wish to delete your account entirely, you can request complete data erasure through your account settings or by contacting our support team, in accordance with our Privacy Policy.

Yes. We offer a 40% discount on Professional and Enterprise plans for registered nonprofits and accredited educational institutions. Contact our sales team through the contact page with documentation verifying your organization's status, and we will apply the discount to your account. This program is part of our commitment to making quality financial tools accessible to organizations that serve the public interest.

We offer a 30-day money-back guarantee on your first payment for any paid plan. If the platform does not meet your expectations within the first 30 days of subscribing, contact our support team and we will issue a full refund with no questions asked. This policy applies to your first billing cycle only. After the initial 30 days, you can cancel at any time but refunds for partial billing periods are not provided.