Upgrading Your Plan

Upgrade to unlock more features and remove limitations on your trading journal.

How to Upgrade

From the App

1. Click your avatar in the top-right
2. Select Settings
3. Navigate to Billing tab
4. Click Upgrade to Pro
5. Choose billing cycle (monthly/yearly)
6. Enter payment information
7. Complete purchase

From Limit Warning

When you hit a Free plan limit:

1. Click Upgrade Now on the limit message
2. You're taken directly to upgrade page
3. Complete the upgrade process
4. Continue with no interruption

Billing Cycles

Monthly Billing

• Cost: $19/month
• Flexibility: Cancel anytime
• Best For: Trying Pro features

Annual Billing

• Cost: $190/year ($15.83/month)
• Savings: Save $38/year (17%)
• Best For: Committed traders

Switching Cycles

To switch from monthly to annual:

1. Go to Settings > Billing
2. Click Switch to Annual
3. Credit from remaining month applied
4. New annual term begins

What Happens When You Upgrade

Immediate Access

Upon upgrading:

• All Pro features unlock instantly
• Trade limits removed
• History extends to full data
• Analytics become available

No Data Loss

Your existing data:

• All trades preserved
• Strategies intact
• Settings maintained
• Progress continues

Billing Start

Your billing cycle starts from the upgrade date.

Upgrade Confirmation

After upgrading you receive:

1. Email Receipt: Payment confirmation
2. In-App Notification: Upgrade successful
3. Billing Page Update: New plan reflected

Prorated Upgrades

Mid-Cycle Upgrades

If upgrading mid-billing cycle:

• Only charged for remaining days
• Next full cycle at new rate
• Fair calculation automatically

Example

Upgrading on day 15 of a monthly cycle:

• Charged ~50% of monthly rate
• Next month: full monthly rate

Team Plan Upgrades

Upgrading to Team

Contact us for Team plans:

1. Email [email protected]
2. Describe your team size and needs
3. Receive custom quote
4. Set up team account

Migration Assistance

We help migrate existing accounts:

• Import existing trades
• Transfer strategies
• Set up team structure
• Onboard members

Gift Subscriptions

Giving TradeLogist

Gift Pro subscription to others:

1. Go to Settings > Billing
2. Click Gift Subscription
3. Enter recipient email
4. Choose duration
5. Add personal message
6. Complete purchase

Receiving a Gift

If you receive a gift:

1. Check your email for gift notification
2. Click activation link
3. Create or log into account
4. Subscription automatically applied

Corporate Billing

For Companies

Business billing options:

• Invoice payment (Net 30)
• Purchase orders
• Multiple seats
• Expense reports

Contact [email protected]

Upgrade FAQs

Can I try Pro before paying?

Free plan lets you experience core features. Upgrade when you're ready.

What if I don't like Pro?

14-day money-back guarantee. Full refund if not satisfied.

Can I pause my subscription?

Not currently, but you can cancel and resume later. Data is preserved.

Will I lose data if I downgrade later?

No, data is never deleted. You just can't add beyond Free limits.

Can I upgrade for one month then downgrade?

Yes, upgrade and downgrade anytime. No commitments.

Troubleshooting

Payment Failed

1. Verify card details
2. Check with your bank
3. Try different payment method
4. Contact support if issues persist

Upgrade Not Reflected

1. Refresh the page
2. Log out and back in
3. Clear browser cache
4. Contact support

Wrong Plan Selected

Contact support immediately and we'll correct it.

Next Steps

• Payment Methods - Payment options
• Invoices & Receipts - Access billing history
• Plans Overview - Compare plans