Ivy & your account
What is free, what Pro adds, and how the trial works
The account page holds your profile, sessions, importers, billing and the danger zone. This article covers the money side plainly: what each tier includes, what the trial does, and how to leave with your data.
The three tiers
| Line | What you get |
|---|---|
| No account | The full builder — 58 templates, the real chain, the strike ladder, Greeks, chance of profit, share links — plus Ivy’s build and support tools. Saves stay on your device, up to 3. |
| Free account | Everything above, synced: the wheel, portfolio, watchlist and alert trackers, Insights, Margin / Cash, the Strategy Finder, the file importer, and 3 saved trades. |
| Pro | Ivy working on your own book, the brokerage-screenshot importer, unlimited saves, and the daily digest. $29 a month or $290 a year — two months free on annual. |
The first 100 members pay founding pricing — $19 a month or $190 a year, locked in for as long as the subscription stays active.
The 14-day trial
Every new account starts with 14 days of Pro, no card. When it lapses you keep everything you made — nothing is deleted. Your newest 3 saved trades stay fully editable (the free cap), the rest go read-only until you upgrade, and the trackers keep working; only the Pro capabilities pause.
Your plan, always in view
The foot of the sidebar carries a small plan tile that says which plan you are on and where to go next. It never pops up or interrupts. On a phone it lives in More, with a short chip in the top bar.
1. Read it on Free
A Free account’s tile names the plan and what it holds, gives the Pro price, and Go Pro opens Pricing, where checkout starts.
2. Read it during the trial
During the 14-day trial the tile counts the days left — down to ends today on the last one — and Keep Pro goes to the same Pricing page. Nothing happens on its own when it reaches zero except the move to Free described above.
3. Read it on Pro
On Pro the tile is status only, never a sale: the renewal date and your price, and Manage opens Account → Billing — switch monthly or yearly, change the card, download invoices or cancel there.
4. Fold it away
On Free and during the trial, the chevron at the tile’s corner folds it to a single line that still names the plan and links to Pricing. It stays folded for 14 days; the chevron opens it again any time. On a laptop screen shorter than 720 pixels it starts folded, so the navigation keeps every row. The Pro tile has no chevron: it is status only, never a sale.
5. Find it on a phone
On a phone the top bar carries a chip — FREE on Free, PRO · 9d style during a trial (the days left), and nothing on Pro. Tap it for Pricing. The full tile is in the More sheet, at the bottom.
Common questions
- Where did the upgrade card on the dashboard go? The plan tile replaces it, in the sidebar instead of between your positions.
- I folded it on one device — why is it open on another? The fold is remembered per device and per account, so a shared computer never carries one person’s choice to the next.
- Does the tile change what I can do? No. It only reports the plan; the plan itself is set by your subscription or trial.
- The trial ended — what does the tile say? It returns to Free, and for a short while it also names the day the trial ended; nothing in your book is deleted.
Subscribing and managing billing
- Upgrade from Pricing, the plan tile at the foot of the sidebar (More on a phone), or the account page — checkout is Stripe’s.
- Account → Billing opens the billing portal: switch monthly/yearly, update the card, download invoices, or cancel. A cancellation runs to the end of the paid period.
- Founding pricing survives plan switches within founding monthly/yearly. Cancel and return after the founding window closes, and Pro is at the regular price.
Your data is yours
- Export everything — strategies, cycles, lots, realized ledger, watchlists — as JSON, any time, on any tier.
- Delete the account with a typed confirmation. It cascades: every row you own is removed.
- Analytics — funnel moments and page views go to PostHog, along with a masked session replay: every piece of text and everything you type is asterisked before it leaves your browser, images and charts are blanked, and recordings are keyed to your account id, never your email. Do Not Track or Global Privacy Control switches it off. The privacy policy states exactly what is collected.
Feedback tickets
The footer’s Feedback link (and the button on Account → Feedback) opens a short form from any screen. After you send it you get a ticket number. Those numbers — and their status — live on Account → Feedback, so a reply from us is something you can match. Signed in, a short “Got it — ticket #N” email also goes to your confirmed account address. Sent without signing in, no automatic email goes out: the optional address on the form is kept only so a person can reply to you. You do not see the internal board that triages them; that is operator-only.