How to Upgrade or Downgrade Your Subscription
Change your plan at any time
Upgrading Your Plan
Free → Income Investor Pro at $15/month, tax-inclusive
- Go to Pricing Page
- Click "Get Income Investor Pro"
- Enter payment details
- Confirm subscription
- Get instant access to Pro features
Note: Income Investor Pro is our only paid plan — one simple $15/month, tax-inclusive, billed monthly, cancel anytime.
Billing: Income Investor Pro is billed monthly. Upgrades take effect immediately.
Downgrading Your Plan
- Go to Settings → Billing
- Click "Manage Subscription"
- In Stripe Customer Portal, click "Cancel Subscription"
- Confirm cancellation
Access: You'll retain Pro access until your current billing period ends. Then you'll revert to Free plan limits.
What Happens When You Downgrade?
- Watchlist limited to 10 stocks
- Score alert emails not included (weekly digest only)
- Stress testing and historical data disabled
- Your data and portfolio are preserved