Account and billing
Plans and what each one includes, how to upgrade or cancel, payments, your profile and password, and end-of-day report emails.
Overview
Your account has three pages under Account: Account (your settings), Billing (plan, renewal, usage and payments) and End-Of-Day reports (report emails, on plans that include them).
Account → Account groups its settings in tabs, each with its own link (for example /account?tab=preferences):
| Tab | What it holds |
|---|---|
| Profile | Name, phone, address |
| Security | Password and recent sign-in activity |
| Preferences | Theme, time zone, table density, colour-blind palette, pinned items, option chain window, default alert channels, Screener Autopilot |
| Notifications | Which e-mails and alerts you get, on which channel, quiet hours, linking the Telegram bot and browser push |
| Plan & usage | Meters against your plan's limits and what the plan includes (see Plan and usage) |
| Subscription | Your plan and renewal |
| Recent activity | What you opened, downloaded and shared, and your shared links |
| Support requests | Questions you sent us and our replies |
| Your data | Download or delete your data (coming soon) |
Plans
Current prices and the full feature comparison are on the Pricing page; prices are stored by the platform and can change. In outline:
| Free | Pro | |
|---|---|---|
| Screeners and reports | Previous-day snapshots | Latest snapshot |
| Dashboard leaders | Previous day | Latest |
| Charts | Limited | Full |
| CSV export | – | Yes |
| Daily summary email | – | Yes |
| Watchlists, saved screens, alerts | Small limits | Larger limits |
Pro is offered monthly and yearly; the yearly plan is billed once per year at a discount to twelve monthly payments. No plan includes real-time data.
Steps
Upgrade
- Open Account → Billing and click See plans.
- Choose a plan. Payment is handled by Stripe Checkout; card details never touch our servers.
- When Stripe sends you back, the page shows the new plan as soon as the payment is confirmed (this can take a few seconds).
Cancel
- Open Account → Billing.
- Cancel the subscription and confirm. Your plan stays active until the end of the current billing period, then drops to Free. Watchlists, saved screens and alerts are kept; anything above the Free limits is paused.
Change your profile or password
- Open Account → Account.
- Use the Profile tab for your name, phone and address, and the Security tab to change your password. Passwords need at least 10 characters with an upper-case letter, a lower-case letter and a number.
- If you signed up with Google, the Security tab lets you set a password so you can also sign in by email.
Set your Screener Autopilot defaults
- Open Account → Account, then the Preferences tab.
- Under Screener Autopilot, set the universe, minimum open interest, maximum spread, DTE window and delta band.
- Click Save Autopilot. New screens and the assistant start from these values and show that defaults were applied.
Choose end-of-day report emails
On plans that include them, open Account → End-Of-Day reports and pick the reports you want by email after the close. Every email carries the same freshness information as the web pages.
Renewal, payments and refunds
- Subscriptions renew automatically at the then-current price. Account → Billing shows the renewal date, your usage against the plan's limits and your last 12 payments; receipts and full history are in the billing portal.
- If a renewal payment fails, the account is treated as Free until the payment succeeds.
- Refund terms are set out in the Terms of service.
FAQs
How do I delete my account?
Send a request from the feedback page while signed in. Billing records are kept as required by law; see the Privacy policy.
How do I stop marketing or report emails?
Every email has an unsubscribe link. Transactional emails (receipts, password resets, security notices) cannot be switched off.
Troubleshooting
I paid but my plan still shows Free
Stripe confirms payments a few seconds after the redirect. Reload Account → Billing after a minute. If it still shows Free, send the payment date from the feedback page.
I cannot sign in after changing my password
Changing your password signs out your other sessions. Sign in again with the new password, or use Forgot password on the sign-in page.