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How to Compare Subscription Plans

Overview​

Understand differences between Trial, Basic, and Pro plans to choose the right one.

Steps​

1. Navigate to Plans Page​

Option A: Settings

  • Go to Settings > Subscription
  • Click "Compare Plans" or "Upgrade"

Option B: Pricing Page

  • Click "Pricing" in menu (if available)

Screenshot: Compare plans button

2. View Plan Comparison​

See side-by-side comparison table:

  • Features per plan
  • Limits and quotas
  • Pricing
  • Included vs excluded

Screenshot: Plan comparison table

3. Check Feature Requirements​

Click on any feature to see:

  • Which plan includes it
  • Limitations by plan
  • Upgrade requirement

Screenshot: Feature details

Success!​

You understand the differences between plans.

Plan Comparison​

Trial Plan (Free)​

⏰ Duration: 14 days
✅ Dashboard with widgets
✅ Daily Journal
✅ Trades Log
✅ Open Positions
✅ Strategy Board
✅ Discipline Diary
✅ Basic Reports
✅ Broker Integration
❌ Notebook
❌ Mentor Mode
❌ Advanced Analytics

Accounts: Up to 3
Storage: 100 MB

Basic Plan (₹999/month)​

✅ All Trial features
✅ Notebook
✅ Advanced Reports
✅ Tag Management
✅ Note Templates
✅ Export unlimited
✅ Priority support

Accounts: Up to 5
Storage: 1 GB

Pro Plan (₹1,999/month)​

✅ All Basic features
✅ Mentor Mode (AI Coach)
✅ Advanced AI Analytics
✅ Mentee Access (share account)
✅ Custom dashboards
✅ API access
✅ Scheduled reports
✅ White-label exports

Accounts: Unlimited
Storage: 10 GB
Support: Priority + Phone

Screenshot: Full comparison

Annual vs Monthly​

Save with Annual​

Monthly Billing:

  • ₹999/month (Basic)
  • ₹1,999/month (Pro)
  • Cancel anytime
  • Monthly flexibility

Annual Billing:

  • ₹9,999/year (Basic) - Save 17%
  • ₹19,999/year (Pro) - Save 17%
  • 2 months free
  • Better value

Screenshot: Annual savings

Feature Breakdown​

Core Features (All Plans)​

✅ Unlimited trade storage
✅ Broker integration
✅ Dashboard & widgets
✅ Basic analytics
✅ Daily journal
✅ Trade tagging

Basic Plan Additions​

✅ Notebook
✅ Advanced reports
✅ Export flexibility
✅ More accounts (5)

Pro Plan Additions​

✅ AI Mentor Mode
✅ Mentee sharing
✅ Unlimited accounts
✅ API access
✅ Priority support

Account Limits​

Comparison​

  • Trial: 3 broker accounts
  • Basic: 5 broker accounts
  • Pro: Unlimited accounts

Multiple brokers: Counts per account

Storage Limits​

Data Storage​

  • Trial: 100 MB (~ 10,000 trades)
  • Basic: 1 GB (~ 100,000 trades)
  • Pro: 10 GB (~ 1 million trades)

Includes: Trades, notes, journal, attachments

Screenshot: Storage comparison

AI Features by Plan​

AI Analytics​

Trial: Basic insights
Basic: Advanced analytics
Pro: Full AI Mentor Mode

Pro Exclusive:

  • Conversational AI
  • Personalized coaching
  • Predictive insights
  • Learning curriculum

Support Levels​

Support Access​

Trial: Email support (48h response)
Basic: Priority email (24h response)
Pro: Priority + Phone + Chat (4h response)

Which Plan for You?​

Choose Based On​

Trial: Testing the platform
Basic: Regular trader, needs notebook
Pro: Serious trader, wants AI coaching

Decision Matrix​

Go Basic if:

  • ✅ Active trader
  • ✅ Need more than 3 accounts
  • ✅ Want advanced reports
  • ✅ Use notebook feature

Go Pro if:

  • ✅ Trade professionally
  • ✅ Want AI coaching
  • ✅ Share with mentees
  • ✅ Need unlimited accounts
  • ✅ Want best support

Screenshot: Decision guide

Money-Back Guarantee​

Risk-Free Trial​

  • 7-day money-back
  • Full refund if not satisfied
  • No questions asked
  • Easy process

Promotional Offers​

Check for Discounts​

  • First-time signup offers
  • Annual plan discounts
  • Referral bonuses
  • Seasonal promotions

Screenshot: Active offers

Plan Migration​

Switching Plans​

Upgrade: Immediate access
Downgrade: Next billing cycle
Annual ↔ Monthly: Contact support

Quick Tips​

  • Start with Trial
  • Upgrade when needed
  • Annual saves money
  • Check feature requirements
  • Use trial fully before deciding

FAQs​

Can I switch plans? Yes, anytime
Refund if downgrade? No, prorated credit
Cancel anytime? Yes, access till period end
Change billing cycle? Contact support

Next Steps​

Troubleshooting​

Can't see comparison? Check if logged in
Prices different? May be promotional period
Feature locked? Check plan requirement
Need custom plan? Contact sales
Need help? Contact support@tradelyser.com