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How to View Your Current Subscription Plan

Overview​

Check your active plan, features, and billing details.

Steps​

1. Navigate to Subscription​

Go to Settings > Subscription

2. View Current Plan​

See plan details:

  • Plan name (Trial/Basic/Pro)
  • Start date
  • Renewal/Expiry date
  • Billing amount
  • Billing cycle (Monthly/Annual)
  • Payment status

3. Check Plan Features​

See what's included:

  • ✅ Available features
  • ❌ Unavailable features
  • Feature limits
  • Usage statistics

4. View Billing History​

Scroll to see:

  • Past invoices
  • Payment dates
  • Amounts paid
  • Download receipts

Success!​

You're viewing your complete subscription details.

Plan Types​

Trial Plan​

⏰ Duration: 14 days
💰 Cost: Free
✅ Includes: Most features
❌ Excludes: Mentor Mode, some Pro features

Basic Plan​

💰 Cost: ₹999/month or ₹9,999/year
✅ Includes: All trial + Notebook
✅ Accounts: Up to 5
✅ Storage: Enhanced

Pro Plan​

💰 Cost: ₹1,999/month or ₹19,999/year
✅ Includes: Everything
✅ Mentor Mode: AI coaching
✅ Unlimited: Accounts & storage
✅ Priority: Support

Trial Status​

Check Trial Details​

If on trial:

  • Days remaining
  • Expiry date
  • What happens after
  • Upgrade options

Warning: Shows when < 7 days left

Payment Method​

View/Update Card​

  • Card last 4 digits
  • Expiry date
  • Update card
  • Add new card
  • Remove card

Next Billing Date​

When You'll Be Charged​

  • Next payment date
  • Amount to be charged
  • Auto-renewal status
  • Cancel deadline

Usage Statistics​

Current Usage​

See your usage:

  • Accounts connected: 2/5
  • Trades stored: 1,250
  • Storage used: 45 MB / 1 GB
  • AI analyses: 5 / Unlimited

Feature Access​

Check Feature Availability​

Your Plan Includes:

  • ✅ Dashboard
  • ✅ Daily Journal
  • ✅ Trades Log
  • ✅ Reports
  • ✅ Strategy Board
  • ❌ Mentor Mode (Pro only)

Click feature to see requirements.

Upgrade Options​

See Higher Plans​

  • Compare features
  • View pricing
  • Upgrade button
  • Special offers (if any)

Downgrade​

Switch to Lower Plan​

  • Available plans shown
  • Takes effect next cycle
  • No immediate change
  • Confirm downgrade

Cancel Subscription​

Cancellation​

  • Link to cancel
  • Cancel anytime
  • Access till period end
  • No refund for unused time

Invoice Download​

Get Receipts​

For each payment:

  1. Find invoice in history
  2. Click "Download"
  3. PDF invoice
  4. For expense claims/tax

Auto-Renewal​

Manage Auto-Renewal​

  • View status (On/Off)
  • Turn off to cancel
  • Turn on to continue
  • Update before renewal date

Special Offers​

View Active Promotions​

  • Discount codes
  • Limited-time offers
  • Referral benefits
  • Annual plan savings

Apply at checkout or upgrade.

Quick Tips​

  • Check plan before analysis
  • Know feature limits
  • Download all invoices
  • Update payment before expiry
  • Upgrade when needed
  • Annual plan saves money

Next Steps​

Troubleshooting​

Can't see plan? Login required
Wrong plan showing? Contact support
Payment failed? Update payment method
Need invoice? Download from billing history
Need help? Contact support@tradelyser.com

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