This article explains how to upgrade or downgrade your EdgeFlo subscription, what plan options are available, what each plan includes, and what to expect when switching.
EdgeFlo subscriptions are managed directly through the app. Upgrades activate immediately. Downgrades take effect at the start of your next billing cycle. This article covers both paths.
Plan comparison
| Feature | Basic — $49/month | Plus — $69/month |
|---|---|---|
| Trading accounts | 1 | Up to 3 |
| Full EdgeFlo core system | Yes | Yes |
| FloAI (AI Chat) | No | Yes |
| Weekly AI-generated reports | No | Yes |
| Trade Plan Performance | No | Yes |
| News Block Guardrail | No | Yes |
| Support | Standard | Priority |
How to upgrade your plan
- Go to Settings and click the Billing tab.
- Click Change Plan.
- In the plan selection modal, choose the plan you want and select your billing frequency (Monthly or Yearly).
- Confirm your selection.
- Your upgraded plan activates immediately. You will see a confirmation in the app and receive a receipt by email.
Note: When you upgrade mid-cycle, you may see a prorated charge for the remainder of your current billing period. This is calculated automatically.
How to downgrade your plan
- Go to Settings and click the Billing tab.
- Click Change Plan.
- In the plan selection modal, select Basic and click Downgrade.
- Confirm your selection.
- Your downgrade takes effect at the start of your next billing cycle. You keep access to your current plan's features until then.
Warning: If you are on Plus with more than one trading account connected, downgrading to Basic means only your first connected account will remain active. Additional accounts will be disconnected when the downgrade takes effect.
Switching to annual billing
Switching to annual billing is treated as an upgrade and is available at any time from the plan selection modal. Annual billing locks in a lower effective monthly rate. Select the Yearly tab in the Choose Your Plan modal to see annual pricing.
What happens to your data when you switch plans
Upgrading does not affect your existing data. All journal entries, trade history, Edge plans, Notebook notes, and account settings carry over without changes. When you downgrade, your data is also preserved, but Plus-only features (FloAI, Weekly reports, Trade Plan Performance, News Block Guardrail) will not be accessible on Basic.
FAQ
When does my upgrade take effect?
Upgrades activate immediately after you confirm. You do not need to log out and back in.
When does my downgrade take effect?
Downgrades take effect at the start of your next billing cycle. You keep your current plan's features until then.
Will I lose my data if I upgrade or downgrade?
No. All your existing data, including trades, journal entries, and plans, carries over. On a downgrade, Plus-only features become unavailable but your data stays intact.
Can I add more trading accounts beyond 3?
The Plus plan supports up to 3 trading accounts. If you need more than 3, additional accounts cost $10 per month per account. Contact support to discuss options.
Can I switch between monthly and annual billing at any time?
You can switch from monthly to annual at any time. Switching from annual back to monthly is treated as a downgrade and takes effect at the end of your current annual period.
Related questions
- What plans does EdgeFlo offer?
- How do I switch to annual billing on EdgeFlo?
- How do I downgrade my EdgeFlo subscription?
- Does upgrading affect my data on EdgeFlo?
- How many broker accounts can I connect on Plus?
- What happens to my extra accounts if I downgrade?
- What is the difference between EdgeFlo Basic and Plus?
- Can I switch between monthly and annual billing?
- How do I cancel instead of downgrade?
- Is there a prorated charge when I upgrade mid-cycle?
- What features do I lose if I downgrade to Basic?
Still having trouble? Contact EdgeFlo Support and we will help you choose the right plan.