Manage your membership
Your plan controls resource limits, supported assets, trading actions, backtesting, strategy deployment, classroom lab hosting, and live broker connectivity.
Open the account menu and choose Membership to view your plan, billing card, and account controls. The in-product plan comparison is the authoritative source for current prices, billing intervals, trials, and feature availability.
How the plans differ
| Plan | Typical product access |
|---|---|
| Standard | Core research tools and limited saved resources, including one virtual portfolio, screener, watch list, strategy, and notification-focused Market Automation for supported equity assets. |
| Premium | Higher resource limits, more supported asset classes, Market Automation trade actions, strategy backtests and deployments, and classroom lab creation/hosting. |
| Elite | The highest resource limits plus eligible live broker connections and live deployment workflows. |
Some features also depend on the selected asset, market-data entitlement, broker, account permissions, and jurisdiction. A plan alone does not guarantee that a particular order or deployment is supported.
Upgrade or change billing
- Open Membership and select Change Plan.
- Compare the current plan cards and choose an available monthly or annual option.
- Review the checkout total, renewal terms, and any promotional details.
- Confirm the change, then return to Membership to verify the active plan.
Card memberships also show the card brand, last four digits, and expiration date. Select Update Payment Method to securely replace the card through Stripe Checkout. If a Premium or Elite guest/trial membership has no Stripe subscription yet, choose monthly or annual billing on Membership and select Update Payment Plan to enter payment details for the current plan.
Before a downgrade
A lower plan can have smaller limits or omit capabilities used by your current portfolios, screeners, Market Automations, watch lists, strategies, deployments, classroom labs, or broker connections.
Billing and account help
Use the checkout and Membership screens for the current billing state. If a completed purchase is not reflected in your account, contact support@investfly.com with the account email and transaction date; do not send card details.
For profile, email, password, and account deletion instructions, see Profile and Security.