Basic vs Plus Plan (What's Included)

EdgeFlo runs on two plans. Both give you the complete core system: execution, risk management, guardrails, journaling, dashboard, and more. Plus unlocks a set of AI features, advanced reporting, and the ability to connect multiple broker accounts.

Plan Pricing

Particulars	Basic	Plus
Monthly	$49/month	$69/month
Annual	$539/year (1 month free)	$759/year (1 month free)
Trial	7 days for $7	7 days for $7
Broker accounts	1	Up to 3
Support	Standard	Priority

Both plans auto-renew at the end of the trial. You can cancel anytime before the trial ends and you will not be charged.

What is included on Plus only

The following features are exclusive to the Plus plan. They are not available on Basic.

Feature	What it does
FloAI (Chat)	An AI coach built into EdgeFlo that helps you stay grounded and disciplined. Ask trading and psychology questions anytime. FloAI does not have access to your live trade data in this version and does not provide signals or predictions.
Weekly AI-generated report	A weekly summary of what worked, what did not, discipline issues, emotional patterns, and one focus for next week. Generated automatically from your journal data.
Trade Plan Performance stats	Win rate, net PnL, trades taken, and compliance tracked per trade plan so you can see which plans actually work.
News Block guardrail	Automatically blocks trading around high-impact news events. Set the impact level and block window in your guardrail settings.
Up to 3 broker accounts	Connect and manage up to 3 broker accounts at the same time. Basic is limited to 1.
Priority support	Faster responses from the EdgeFlo support team.

What is included on both plans

Every feature below is available on Basic and Plus at no difference in functionality.

General

All-in-one trading OS - Dashboard, execution, journal, routines, and news in one workflow.
Multi-broker compatibility - Connect via MT4, MT5, or cTrader.
Markets supported - Forex, Indices, Commodities, Crypto, and Stocks are currently supported. More markets are coming.
Platform access - Desktop web app only. Mobile is coming later.
Secure data - Your trades, stats, and journal entries are stored securely.
Auto trade logging - Trades import automatically from your connected broker.
Guardrail enforcement - EdgeFlo can block trades when you breach your rules. Overrides are logged.
Pre-market routine - A daily checklist to set bias, mark levels, and confirm your plan before trading.
Academy - Step-by-step trading education and platform guides.

Dashboard

Key performance metrics - Win rate, avg R, profit factor, and PnL (R/%/$) updated in real time.
Account equity curve - A clean equity curve to track growth or drift over time.
Global filters - Filter by timeframe (Day/Week/14D/30D) and PnL view (R/%/$).
Discipline summary - Live view of trades taken, remaining trades, max loss/profit target, and window violations.
Recent trades preview - Your latest closed trades with one-click access to the full journal entry.
Session performance - Results broken down by session (London/NY) to identify your strongest windows.
EdgeScore - A single score for trading quality based on performance, discipline, and consistency.

Smart trading platform

Broker connection - Connects to MT4, MT5, or cTrader to sync trades and enforce discipline at execution level.
Always-on risk calculator - Auto-calculates position size and shows risk in $ and R before you place the trade. Uses your account balance as the base for percentage calculations.
Auto-split orders - Splits large positions into multiple child orders automatically when broker lot limits apply.
Trade Guard - Hard guardrails that block trades when you breach your rules (max loss, max trades, trading window, risk cap, profit target).
Pre-market routine - Complete your checklist before trading, with optional trade blocking until it is done.
Price alerts - Set level alerts to stay patient and react to price, not impulses.
One-click trading - Fast execution using pre-set defaults, while still respecting guardrails and risk checks.
Trade plan beside chart - Keeps your active plan visible next to the chart so you confirm rules before executing.
Position management - Close full or partial positions, tracked cleanly for journaling and analytics.

Trading journal

Auto-import trades - Trades sync in automatically from your connected broker.
Manual trade entry - Add trades manually for backfilling or trades placed outside EdgeFlo.
Daily, weekly, and monthly overview - Calendar-style view of your stats and consistency patterns.
Emotion tagging - Tag how you felt at entry and exit to connect psychology with results.
Voice journaling - Speak your reflections instead of typing.
AI reflection prompts - Post-trade questions that guide you to review the right things.
Data integrity - Raw trade data stays untouched. AI only adds interpretation on top.

Economic news and calendar

Upcoming events - Today's and this week's market-moving events in one list.
Watchlist filtering - Events filter automatically based on what you trade.
Impact levels - Clear impact ratings so you know what to watch.
List and calendar views - Choose between a fast scan view or a monthly planning view.
Event details - Actual, forecast, and previous figures with context.
Bookmarks and persistent filters - Save important events and keep your filter preferences between sessions.

Notebook

Fast notes - Create notes instantly with a clean editor.
Templates library - Start from proven templates so you never face a blank page.
Auto-save - Notes save as you type.
Pinned notes, folders, emoji tags - Keep ideas organized and easy to find.
Search - Search across note titles and content.

Edge (trade plan builder)

Build a trading plan - Rules, criteria, entry models, management logic, and strategy notes in one place.
Preset trade plans - Start from ready-made plans, then duplicate and customize.
Entry criteria checklist - Turn your entry rules into a checklist so plan compliance is measurable.
Active plan mode - Set one plan as active and it follows you across trading, journaling, and routines.

Sanctuary

Meditation timer - A distraction-free timer to reset before, during, or after a session.
Ambient sounds - Choose calming sounds to reduce tilt and regulate focus.
Mental toolkit - Guided reset, rewire, and recovery tools to stop revenge trading.
Streak tracker and session logging - Track streaks, total minutes, and sessions so progress is measurable.

Understanding broker account limits

Each EdgeFlo plan controls how many broker accounts you can connect at one time.

Basic allows you to connect 1 broker account. This is one live or demo account from a single broker.
Plus allows you to connect up to 3 broker accounts. These can be different brokers, live accounts, demo accounts, or a combination.

If you are on Plus and need to connect more than 3 accounts, additional trading accounts are available as an add-on. Go to Settings > Billing to manage this.

If you are on Basic and need a second broker account, you need to upgrade to Plus. You cannot add extra accounts on the Basic plan.

Note: Broker accounts and user seats are separate concepts. One EdgeFlo subscription is one user seat. The broker account limit refers to how many trading accounts you can connect to that single seat, not how many users can log in.

Which plan should you choose

Choose Basic if you trade a single broker account and want the full EdgeFlo core system without the AI features. It covers everything you need to execute with discipline, track performance, and build consistency.

Choose Plus if you trade multiple accounts, want the AI coaching and weekly performance reports, or want News Block protection on your guardrails. Most traders benefit from Plus because the AI reflection loop and weekly report accelerate improvement significantly.

FAQ

Is there a free trial?

No. EdgeFlo does not offer a free trial. Both plans start with a 7-day paid trial at $7. After 7 days, your plan auto-renews at the standard monthly or annual rate. You can cancel before the trial ends and you will not be charged the renewal amount.

Can I upgrade from Basic to Plus later?

Yes. You can upgrade at any time from Settings > Billing. Your access to Plus features activates immediately after upgrading.

Does EdgeFlo work on mobile?

Not yet. EdgeFlo is a desktop web app. A laptop is recommended for the best experience. A mobile app is on the roadmap.

Does EdgeFlo give trade signals?

No. EdgeFlo is an execution, risk, and discipline platform. FloAI is a guidance-first coach and does not provide entries, exits, or market predictions.

Does FloAI have access to my live trades?

Not in the current version. FloAI does not connect to your live account data. It responds based on what you describe in the chat. Data-aware AI features are planned for a future version.

What markets does EdgeFlo support?

Forex, Indices, Commodities, Crypto, and Stocks are currently supported. More markets are coming.

Can I cancel anytime?

Yes. Cancel anytime from Settings > Billing. Your access remains active until the end of your current billing period.

What is the "extra trading accounts" add-on on Plus?

Plus includes up to 3 broker accounts. If you need more than 3, you can add extra accounts at an additional cost per account per month. This is managed from your billing settings. You must be on Plus to access this add-on.