How to Upgrade or Downgrade
How to Upgrade or Downgrade
You can change your TraderNest subscription plan at any time. Upgrading gives you immediate access to new features. Downgrading keeps your current plan active until the end of your billing period, then switches to the lower plan.
How to Upgrade Your Plan
Open Billing Settings
Navigate to Settings in the left sidebar, then click the Billing tab.
View Available Plans
You will see your current plan highlighted, along with the other available plans and their features. Click Change Plan to see the full comparison.
Select Your New Plan
Click the Upgrade button on the plan you want. Choose between monthly and yearly billing. Remember that yearly billing offers significant savings (20% on Starter, 25% on Advanced).
Confirm Payment
If you already have a payment method on file, the upgrade will be processed immediately. If not, you will be prompted to enter your credit card details via Stripe's secure payment form.
Start Using New Features
After payment confirmation, your new plan is active immediately. All features associated with your new plan are unlocked right away — there is no waiting period.
What Happens When You Upgrade
- Immediate access — All features of the new plan are available the moment the upgrade is processed.
- Prorated charges — If you are upgrading mid-billing cycle, you only pay the difference for the remaining days. For example, if you upgrade from Starter to Advanced halfway through your monthly billing period, you will be charged approximately half the price difference for the remainder of that period, then the full Advanced price starting the next billing cycle.
- Trade history unlocks — If you are upgrading from Free to a paid plan, your trade history will expand from 3 months to unlimited. Any trades that were previously hidden due to the 3-month limit will become visible.
- Blurred features unlock — Pattern details, Insights pages, and other features that were visible but blurred on the Free plan will fully unlock.
How to Downgrade Your Plan
Open Billing Settings
Navigate to Settings → Billing.
Select a Lower Plan
Click Change Plan and select the plan you want to downgrade to. Click Downgrade to confirm.
Confirm the Downgrade
A confirmation dialog will appear explaining what you will lose access to. Review the list carefully, then click Confirm Downgrade.
What Happens When You Downgrade
- Access continues until end of billing period — You keep your current plan features until your current billing period ends. If you are on a monthly plan and downgrade on March 10, you keep Advanced features until the end of your March billing cycle.
- No refund for remaining time — The current billing period is not refunded. Your plan simply does not renew at the higher tier.
- Data is preserved — Your trades, notes, screenshots, strategies, and all other data are NOT deleted when you downgrade. However, some features become inaccessible. For example, if you had 8 strategies on Advanced and downgrade to Starter (5 strategy limit), all 8 strategies remain saved but you can only view and edit the first 5.
- API connections — If you downgrade from a paid plan to Free, your API connections will stop syncing. The historical data remains, but no new trades will be pulled until you reconnect on a paid plan.
Switching Between Monthly and Yearly
You can switch between monthly and yearly billing at any time from Settings → Billing. Switching to yearly billing saves you 20% (Starter) or 25% (Advanced) compared to paying monthly.
When switching from monthly to yearly, you will be charged the annual amount immediately, and your next billing date will be set to one year from the switch date. Any remaining days on your current monthly billing period will be credited toward the annual payment.
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