Subscription

OptionsPro is freemium. The free tier covers manual journaling and the core data views; Pro unlocks brokerage connections and the analytics layer that sits on top of them.

Tiers

Free

• Dashboard, Calendar, Trades, Positions, Stocks - the core data views.
• Profit Calculator - model hypothetical positions.
• Manual trade entry - add trades that aren't tied to a brokerage.
• Trade Import - bulk-import trades via the AI wizard, up to 500 trades total, lifetime.

Pro

Everything in Free, plus:

• Brokerage connections via SnapTrade - every supported broker.
• Portfolios - group trades into named buckets.
• Strategies page - automatic detection and grouping of multi-leg positions. Group-by-strategy view on the Positions page is also Pro-only.
• Trends - P&L and win rate broken down by weekday, hour of day, and days to expiration.
• Risk & Insights - key risk indicators, win/loss & streak analysis, portfolio Greeks, and the embedded AI assistant.
• Unlimited Trade Import - no cap on AI-powered bulk imports from CSV, Excel, PDF, text files, and screenshots. Free accounts get the same wizard capped at 500 trades lifetime; see Trade Import.

Upgrading

1. Click the gold Go Pro button in the top header (or any in-app upgrade card) to open the Go Pro page.
2. Pick Monthly or Yearly and continue to the Stripe-hosted checkout. Current pricing is shown on the Go Pro page.
3. Complete payment. Pro features unlock as soon as you return.

Managing your subscription

In Settings → Billing you can:

• See your current plan, status, and next renewal (or access-until) date.
• Click Manage Billing to open the Stripe customer portal, where you can update payment methods, change plans, view invoices, or cancel.

If you're on the free tier the section instead shows a Go Pro button.

Trials

First-time users are eligible for a 7-day free Pro trial. The trial starts at checkout and a payment method is required up front - if no payment method is on file when the trial ends, the subscription is canceled automatically. You can cancel any time before the trial ends from the Stripe customer portal to avoid being charged. Each account is eligible for one trial.

Refunds

If you're not satisfied, we'll refund your full purchase. Reach out via Support and we'll handle it on a case-by-case basis.