Plan and billing
Open the page from Settings, then Plan & Billing.
pfolio offers three plans—Explorer, Investor, and Investor Pro—each billed either monthly or annually, with the annual cycle offered at a discount. Changing plan lets you switch tier, switch billing cycle, or both. Once you have chosen, and before you confirm, the exact schedule and any price adjustment are shown.
- Upgrading to a higher tier, or moving from monthly to annual on the same tier, takes effect immediately, and the current cycle is pro-rated.
- Downgrading to a lower tier, or moving from annual to monthly on the same tier, takes effect at the end of the current billing cycle.
Click Cancel Plan and confirm. Your cancellation takes effect at the end of the current billing cycle; until then you keep full access to the platform and every feature. If you change your mind before it lapses, you can renew without interruption.
Add-ons extend what the platform can do and are billed monthly, on their own cycle. Activation is immediate; deactivation takes effect at the end of the current month, so at most one month later. Three are available:
| Add-on | What it unlocks |
|---|---|
| Asset Builder | Extend your asset database by adding assets from an external data provider, importing your own data, or creating a new asset—for example, backfilling an ETF with the longer history of the same index, or converting a stock to your base currency. Included with Investor Pro. |
| Futures | Include continuous futures contracts in your asset database; combined with the Asset Builder, customise the roll calculations. The included history is accurate and long-term, reaching back to the 1950s for some contracts. |
| Export | Export any asset's historical data in .csv format for use outside pfolio. |
Manage your billing
Click Manage Billing to open the secure billing portal, where you can update your payment method and billing information and view your invoices.
