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Managing Your Subscription

Pricing Details May Change

Metrifly's subscription management features are being finalised. The steps below reflect the current plan and may be updated before launch.

This guide covers how to update your payment details, view past invoices, change your plan, and cancel your subscription.

Accessing Billing Settings​

  1. Sign in to Metrifly.
  2. Navigate to Settings in the sidebar.
  3. Click Manage Subscription (or Billing).
  4. You will be redirected to the Stripe Customer Portal where you can manage all billing-related settings.

Billing settings

Viewing Your Current Plan​

Your current plan and billing status are displayed at the top of the Settings page:

  • Plan name (Free, Starter, Standard, Pro)
  • Billing period (monthly)
  • Next billing date
  • Payment method on file

Updating Your Payment Method​

  1. Go to Settings > Manage Subscription.
  2. In the Stripe portal, click Payment methods.
  3. Click Add payment method to add a new card.
  4. Enter your new card details.
  5. Set it as the default payment method.
  6. Remove the old card if you no longer need it.

Viewing Invoices​

  1. Go to Settings > Manage Subscription.
  2. In the Stripe portal, click Billing history or Invoices.
  3. You can view and download PDF invoices for each billing period.

Changing Your Plan​

Upgrading​

  1. Go to Settings > Manage Subscription.
  2. Click Change Plan or Upgrade.
  3. Select your new plan.
  4. Confirm the change.
  5. The upgrade takes effect immediately. You are charged a prorated amount for the remainder of the current billing period.

Downgrading​

  1. Go to Settings > Manage Subscription.
  2. Click Change Plan.
  3. Select a lower-tier plan.
  4. Confirm the change.
  5. The downgrade takes effect at the end of your current billing period.
warning

When downgrading, ensure you are within the new plan's portfolio limit. If you have more portfolios than the new plan allows, you will need to delete excess portfolios before the downgrade can complete.

Cancelling Your Subscription​

  1. Go to Settings > Manage Subscription.
  2. Click Cancel subscription in the Stripe portal.
  3. Confirm the cancellation.
  4. Your paid features remain active until the end of the current billing period.
  5. After the billing period ends, your account reverts to the Free plan.

What Happens After Cancellation​

  • You keep your first portfolio and all its data.
  • If you have multiple portfolios, you retain access to view them, but you will need to delete down to one portfolio to continue making changes.
  • No data is deleted automatically. Your transactions, holdings, and reports remain intact.
  • You can re-subscribe at any time to regain access to paid features.

Failed Payments​

If a payment fails (e.g., expired card, insufficient funds):

  1. Stripe automatically retries the payment over the next few days.
  2. You receive an email notification about the failed payment.
  3. Update your payment method as soon as possible.
  4. If payment continues to fail after multiple retries, your subscription may be downgraded to the Free plan.

Troubleshooting​

ProblemSolution
Cannot access billing portalEnsure you are signed in. Try clearing your browser cache and signing in again.
Payment failedUpdate your payment method in the Stripe portal. Check that your card has not expired.
Upgrade not reflectedRefresh the page. Upgrades take effect immediately but may require a page reload.
Still being charged after cancellationCancellation takes effect at the end of the billing period. The final charge covers your current period.
Need a refundContact support. Refunds are handled on a case-by-case basis.