Upgrade, downgrade & proration

1. Open Settings → Billing in the dashboard.
2. Pick the plan you want from the plan cards.
3. If you're already a paying subscriber, the change applies in-app immediately — no second checkout.
4. If you're moving up from Free for the first time, you'll go through Stripe Checkout to enter a card.
5. Your dashboard refreshes onto the new plan and its limits.

When an existing subscriber changes tiers, Stripe pro-rates the difference and settles it on your next invoice — you're not charged a fresh full amount on the spot.

• Upgrading mid-cycle: you're charged a prorated amount for the higher tier for the rest of the current period, applied to your next invoice. The new features unlock right away.
• Downgrading mid-cycle: Stripe credits the unused portion of your higher tier against your next invoice, so the lower price effectively kicks in from the change.
• Your billing date doesn't move — you keep the same monthly renewal schedule.

• New subscriber (currently on Free, no card on file): selecting a paid plan opens Stripe Checkout to collect payment, then your plan flips once payment succeeds.
• Existing subscriber (already paying): the switch happens in-app instantly and proration is handled on the next invoice.
• Promo code? You can enter it during Stripe Checkout when you first subscribe.

Downgrades take effect right away, so features above your new tier stop being available and your monthly limits drop to the new plan. Data you've already saved — tracked products, watchlists, pipelines — stays in your account, but anything beyond the new plan's caps may be read-only until you're back under the limit or upgrade again.