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Subscription and billing

Everything about paying for Chartnaut lives on one page: your plan, the next bill, plan changes, cancelling, invoices, and how much of each limit you have used.

Open it from the menu under your name at the bottom of the sidebar: click Subscription. The bar at the top shows your plan and its status, Active, Cancelled or Inactive.

Screenshot to capture · 16:10 · subscription-and-billing-page
The Subscription page on a paid plan
Route/morpheus/settings/subscription
FocusFrom the top bar (plan name, Active status, Upgrade and Cancel buttons) down through Your plan, AI credits and the Usage & billing tabs with Limits selected
StateCapture account on Pro, active, renewing automatically. Limits tab selected.
Sourceclient/src/routes/authenticated/morpheus/settings/Subscription.tsx:381 SubscriptionPage
The Subscription page on Pro: Your plan, AI credits and the Limits tab.

Your plan

Your plan shows the date and amount of your Next Bill, how it renews (Automatic, Billed monthly), and what the plan includes. Beside it, AI credits shows your balance. Credits are bought separately from the plan: see AI credits.

On Free, the card reads $0 and Free forever, and a banner above it lists what upgrading adds. Every limit on every plan is in Plans and limits.

Change plan

  1. Click Upgrade at the top of the Subscription page. It opens the plan list whichever way you are moving.

  2. Pick a plan.

  3. Click the button at the bottom right. It names the change: Upgrade to Pro, Downgrade to Starter.

  4. Check the details and click Confirm upgrade or Schedule downgrade.

On Free, step 3 takes you to checkout instead.

Screenshot to capture · 16:10 · subscription-and-billing-change-plan
The plan list with Pro selected
Route/morpheus/upgrade
FocusThe Change Subscription Plan heading and description, the four plan rows (Free, Starter, Pro, Ultra) with Pro selected, and the Upgrade to Pro button at the bottom right
StateCapture account on Starter, active. Pro row selected.
Sourceclient/src/routes/authenticated/morpheus/settings/UpgradePlan.tsx:184 UpgradePlanPage
The plan list with Pro selected and the Upgrade to Pro button.

An upgrade starts straight away. You pay the difference for the rest of the billing period today, and the confirm button shows the amount.

A downgrade waits for the end of the billing period, and you keep your current plan until then. There is no credit for the unused part. A Plan change scheduled banner shows the date; click Keep current plan in it to call the change off.

Plans bill monthly. To go back to Free, cancel your paid plan.

Cancel

  1. Click Cancel at the top of the Subscription page.

  2. Under Why are you cancelling?, tick at least one reason and write a line about each (10 characters or more).

  3. Click Cancel subscription.

Your plan keeps working until the end of the period you paid for. A Subscription cancelled banner shows the date access ends. You cannot change plan while a cancellation is pending.

When the period ends, your account runs on Free: no Charts, live accounts, research, AI or API. Nothing is deleted. Your trades, playbooks and chartbooks stay where they were.

Reactivate

Before the end date, click Reactivate at the top of the page or in the banner. Renewal carries on as before.

After the end date, the Subscription page shows the plans again. Pick one and go through checkout.

The help chat can also cancel or reactivate for you. It shows a card to approve first: see Support.

Usage and billing

Below your plan are four tabs.

Tab

What it shows

Limits

A meter for each library limit: trades stored, events, definitions, studies, indicators and apps. Counts refresh at most once an hour. See Library limits

Broker accounts

Live MetaTrader accounts in use against your plan's Live at once limit, and Manage accounts. See Live accounts

Transactions

Every subscription payment and AI credit purchase, with a download link for each invoice

AI usage

Credits used per model each month, and messages, conversations and daily credit use over the last 7, 30 or 90 days