Plan & Billing

To navigate to the 'Settings / Plan & Billing' menu, click on the icon in the top right corner and click on 'Settings', then click on 'Plan & Billing'.

• Upgrading plans: Changes take effect immediately, and pricing adjustments are pro-rated for the current billing cycle.
• Downgrading plans: Changes will apply at the end of your current billing cycle.

Once you have selected your new plan and before confirming the change, the exact schedule will be displayed.

In the 'Plan & Billing' menu, click 'Cancel Plan' and confirm. Your cancellation will take effect at the end of the current billing cycle. Until then, you will retain full access to the platform and all its features. If you change your mind, you can renew your plan.

Add-ons operate on a monthly billing cycle. Activation is immediate, and deactivation occurs at the end of the current billing cycle, i.e. latest one month later.

• Asset builder: Extend your asset database by adding additional assets from an external data provider, importing your own asset data, or creating a new asset (e.g. backfill an ETF with historical data of the same index, convert a stock to your base currency).
• Futures: Include futures, specifically continuous futures contracts, in your asset database. In combination with the asset builder, customise the roll calculations to your needs. The included futures historical data is highly accurate and long-term, going back to the 1950s for some futures.
• Export: Export any asset's historical data in .csv format for use outside of the pfolio platform.

In the 'Plan & Billing' menu, click 'Manage Billing' to manage your payment method and billing information and to view your invoices.