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.
• Covered call capacity - the shares you hold against your open short calls, on Positions and Stocks.
• Download my data - a full CSV of every trade you have, on any tier.

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.
• Rolling Repair Assistant - ranked roll candidates for a position, from its Repair row action.
• Filtered exports - the trades or positions you're looking at, filters applied, as a CSV.
• 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.

Previewing a Pro feature

On a free account, Pro features carry a small gold diamond: in the sidebar next to Trends, Risk & Insights, Strategies, Portfolios and Brokerages (and Import Trades, once the free 500-trade allowance is used up), and on the Pro controls through the app - the portfolio filter, the grouped view modes and the Export button on Trades and Positions, Group into Strategy, a position's Repair action, the AI assistant button and the Trade Import banner.

Clicking a diamond previews that one feature rather than navigating away: what it does, a screenshot where we have one, a button straight to checkout (Start 7-day free trial if you're still eligible, Subscribe otherwise), and a See all Pro features link to the Go Pro page. There's no backdrop, so the page stays usable behind it, and Esc, the close button or a click anywhere else dismisses it. On a phone it slides up from the bottom.

Opening a Pro page directly is different: that shows the page's full upgrade card, with the same Go Pro path.

Upgrading

Prices read live from Stripe wherever they're shown: the pricing section of optionspro.com, open without an account and carrying a Monthly / Yearly switch and a 7-DAY FREE TRIAL badge while you're still eligible, the public Pricing page, and the in-app Go Pro page, where the flow below starts. While the next plan launch is paused, the public pricing page continues to show the current Pro plan.

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.
3. Complete payment. Pro features unlock as soon as you return.

If you're eligible for the trial, that button reads Start 7-Day Free Trial with a 7-DAY FREE TRIAL badge, and the line under it states the terms in full: a card is required, nothing is charged for 7 days, and what the first charge will be. If you've used your trial it reads Subscribe Now and checkout charges immediately.

Backing out of the Stripe checkout returns you to the Go Pro page with a Still deciding? note confirming that you weren't charged and, if you were starting a trial, that the trial hasn't started either. Your plan choice is still there whenever you want to pick it up again.

Managing your subscription

In Settings → Billing you can see your current plan, status and next renewal (or access-until) date, and click Manage Billing to open the Stripe customer portal, where you can update payment methods, change plans, view invoices or cancel. On the free tier the section shows a Go Pro button instead.

Trials

First-time users are eligible for a 7-day free Pro trial, one per account. It starts at checkout and a payment method is required up front - if none is on file when the trial ends, the subscription is canceled automatically. Cancel any time before the trial ends from the Stripe customer portal to avoid being charged.

See Starting a trial from the marketing site for what happens when you click Start 7-Day Free Trial before you have an account.

If a payment fails

When a renewal payment is declined, the subscription moves to Past Due and Pro access pauses immediately, not at the end of the period: brokerage syncing, portfolios, Strategies, Trends and Risk & Insights all stop while the payment is outstanding.

So that isn't a mystery, a "We couldn't process your payment" dialog appears once per app load while the subscription is past due, offering Update payment method (the same Stripe portal as Settings → Billing) and Not now, which dismisses it for that page load.

Nothing is deleted at this stage. Your account, trade history, imports, dashboard, calendar and positions all keep working, and every Pro feature comes back as soon as a payment succeeds. Stripe retries the card over the following couple of weeks; if it keeps failing, the subscription is canceled and the section below applies.

What happens when Pro ends

Whether you cancel or the subscription lapses after failed payments, the sequence is the same:

1. Pro features switch off. Cancellations you schedule yourself keep access until the end of the paid period (Settings shows the Access Until date); a failed payment pauses them straight away, as above.
2. The subscription is closed out - the end of the paid period for a scheduled cancellation, or the point where Stripe gives up retrying a failed card. A grace period, 14 days by default, starts here, and your brokerage connections are left in place for it. Resubscribing inside that window cancels the cleanup and nothing is lost.
3. Brokerage connections are then removed. Once the grace period passes without a resubscription, each connected brokerage is disconnected and deleted exactly as if you'd disconnected it by hand. That includes the accounts under it and every trade and stock holding imported from those accounts - see Disconnecting a brokerage for the full list.

If you resubscribe after the cleanup has run, reconnecting the broker does a one-time full backfill of its available history, so the trades come back. Reconnecting the same broker account within 90 days also puts trades back into the portfolios you had filed them in. Manually grouped position-to-strategy links are not restored, so you'll need to group those positions again, and fee overrides and notes do not come back either. Export anything you can't afford to lose before letting a subscription lapse.

Refunds

New Pro subscriptions come with a 30-day money-back guarantee on your first payment. See Refunds for what it covers, what it doesn't, and how to ask for one.