Manage your subscription

Your Billing page shows your current plan, and the Stripe Customer Portal handles your payment details, invoices, and cancellation. By the end of this, you’ll know how to change your plan, update your card, and cancel if you need to.

Open Billing

Go to the account menu → Billing. You’ll see:

Your current plan (Free or paid, monthly or annual)
The renewal or cancellation date and price
A summary of your features
Upgrade / Change plan, which opens the pricing page
Manage billing (on paid plans), which opens the Stripe portal

On the Free plan there’s no payment method — Upgrade opens pricing.

Billing page with the current plan and Manage billing

Change your plan

From Billing → Change plan (or the pricing page), pick the plan you want and confirm:

Upgrades take effect immediately. You’ll go through secure checkout and pay the new plan’s price; unused time on your current plan is credited toward future invoices.
Downgrades take effect at the end of your current billing period — you keep your current features until then, with no charge today.

A confirmation step shows exactly what will happen before you commit.

Use the Stripe Customer Portal

Manage billing opens Stripe, where you can:

Update your payment method
Download invoice PDFs
Update your billing details
Cancel or reactivate your subscription

To change your plan, use Upgrade / Change plan on the Billing page (it opens the pricing page) — not the Stripe portal.

Cancellation takes effect at the end of your billing period — your paid features stay until then, and a banner on Billing confirms the pending cancellation. After your plan lapses, your data stays; you may need to drop to a single portfolio for full Free-tier access.

If a payment fails

A past-due subscription shows a banner on Billing. Open Manage billing and update your card. Stripe retries automatically, but a prolonged failure reverts you to Free.

Troubleshooting