Subscription & billing

Settings → Billing shows your current tier, status, and renewal info, with a button to manage everything else through Stripe.

The two plans

• Basic — every prop firm and every prop account you run, drawdown tracking, the payout and cost ledger, spreadsheet import, and day notes. $11 a month.
• Pro — everything in Basic plus your personal (real-money) brokerage accounts, their cash ledger, commissions by broker, the journal on individual trades and positions, with pictures on the entries, and AI apps that read your data. $16 a month, or $36 a quarter.

Neither plan limits how many firms or accounts you track.

The free trial

A new account starts with 30 days of Pro. Your card is taken at signup and charged when the trial ends, for the plan and billing you chose; cancel before then from Settings → Billing and nothing is charged. Settings → Billing shows the end date, and an email arrives three days before it. If you cancel during the trial, your plan stays on until the trial’s end date, nothing is charged, and your account then pauses; an email confirms the cancellation and says nothing is charged. Keep subscription on the Billing page undoes the cancellation any time before then, and the card is then charged when the trial ends. You can switch to Basic during the trial from the Billing page: your account moves to Basic right away, so personal accounts pause until you choose Pro again, and the charge still waits for the trial’s end, with the remaining trial days carried over when more than three remain (inside the last three days the plan starts the same day).

When the trial ends without a plan, your account pauses: you can sign in and read everything you tracked, but nothing syncs, uploads, or connects until you choose Basic or Pro. Nothing is charged unless you do. The trial is once per account.

Codes

A promotion code goes in the Have a code? field on the plan page, before checkout; it is applied on the Stripe page, where the discount shows in the total before you confirm. The Stripe page has no code box of its own. A code that covers the full price for good needs no card and no trial: the plan is simply active.

Changing plans

Pick the new plan on the Billing page. An upgrade to Pro starts right away: a new billing period begins that day at Pro’s full price, less a credit for the days left on Basic. A move down to Basic starts when the period you already paid for ends, so you keep what you paid for; until then the Billing page shows the scheduled change, and Keep Pro drops it. Pro moves between monthly and quarterly billing the same way: pick the interval on the Billing page, and the new one starts when the current paid period ends. A canceled plan runs to the end of its period and then pauses the account the same way an ended trial does.

Managing your subscription

Cancel subscription on the Billing page schedules the cancellation for the end of the period you have already paid for, or for the end of your trial, and nothing is charged after that; Keep subscription undoes it any time before then. You change plan by picking the new one on the Billing page.

Manage subscription opens the Stripe Customer Portal, where you can update your payment method and view or download invoices.

The portal opens as a redirect rather than a popup, and returns you to PropStax when you are done.

Emails about your subscription

Every email about your plan comes from PropStax at payments@propstax.com: a confirmation when you start Pro, a confirmation when you cancel a plan or keep it, a reminder three days before a trial ends, a receipt for each charge (with a link to the invoice page, where the PDF lives), a reminder a few days before a renewal, a notice if a payment does not go through, and a note when a plan ends or is refunded. Reply to any of them and a person reads it; that address is a support queue, not a mailbox that bounces.