Quick Comparison

FeatureFreePro
Strategies1Unlimited
Routines1Unlimited
Routine SchedulingYesYes
Trade Plan (Philosophy, Mindset, Why, Notes)Full accessFull access
Risk Management — Position Sizing & DrawdownFull accessFull access
Risk Management — Advanced (8 additional sections)LockedFull access
Dashboard widgetsAllAll
iCloud syncYesYes
All platforms (iPhone, iPad, Mac)YesYes
Plan BuilderYesYes
Flow HistoryYesYes
Example StrategiesView onlyView only
AchievementsYesYes

What Free Gets You

The free plan is genuinely useful. You can:

  • Build a complete trading plan (philosophy, mindset, why, risk, notes)
  • Create one strategy with unlimited rules
  • Create one routine with unlimited steps
  • Run strategy flows and routine flows
  • Sync everything across your devices via iCloud
  • Use all dashboard widgets

For traders just starting out, or traders who have one focused setup they're working with, the free plan covers the essentials.

What Pro Adds

Multiple Strategies

If you trade more than one setup — different markets, different timeframes, different entry styles — you need a separate strategy for each. Pro removes the one-strategy limit entirely. Create as many as you need.

Multiple Routines

Pre-market, pre-trade, post-session, weekly review — serious traders run multiple routines for different purposes. Pro lets you create all of them.

Advanced Risk Management

The eight advanced risk sections (concurrent trade risk, correlation risk, spread risk, news risk, slippage risk, overnight risk, execution error protocol, conditions to trade, and technology risk) are Pro-only. These are the sections that move risk management from "basic" to "professional-grade." See Advanced Risk Features for details.

Who Should Upgrade?

You'll benefit from Pro if:

  • You trade more than one strategy or want to develop multiple approaches
  • You run different routines for different session types
  • You want to build a comprehensive risk management framework
  • You're serious about treating trading as a business

The free plan is probably fine if:

  • You're learning and building your first strategy
  • You have one focused setup you're working with
  • You want to try the app before committing

How to Upgrade

Tap Profile → Upgrade to Pro or tap any locked Pro feature. For pricing and subscription details, see Upgrading to Pro.

Still need help?

If this article didn't answer your question, our support team is happy to help.

Email support@tradingplan.io