Cancelling is two clicks, and it doesn't cut you off on the spot — you keep everything you paid for until the end of the period, then simply move to the Free plan. No retention hoops, no phone call.
Where to cancel
Go to Settings → Plan & Billing and click Cancel (you can also reach it from the Pricing page). A confirmation asks you to make sure.
Cancel subscription?
Your Investor plan stays active until the end of the current billing period, then you move to the Free plan. No further charges will be made.
Keep my planCancel subscription
Cancelling keeps your plan active until the billing period ends — then you move to Free, with no further charges.
What happens next
- Your plan stays active until the end of the current billing period — you don't lose access early.
- After that you move to the Free plan, and no further charges are made.
- Changed your mind? Keep my plan backs out, and nothing changes.
Before the period ends: Free includes one portfolio, so if you track family members, export those extra portfolios to CSV first — then you can bring them back any time.