summary: how to switch between edgeful's 3 plans — essential, pro, and all access. step-by-step walkthrough, what to expect with billing, what API access changes between tiers, and what to do if the downgrade option isn't showing up.

edgeful offers 3 plans: essential ($49/mo) for research basics with starter API access, pro ($99/mo) for full API access on top of essential, and all access ($299/mo) for algos plus the deepest API tier. you can move between tiers at any time from your account settings. here's the full walkthrough for each direction.

1. click your profile icon in the top right corner of edgeful.

2. select manage account.

3. click the membership tab.

4. click cancel now if you're downgrading from a higher tier, or use the plan-change controls on the membership page if you're upgrading.

5. on the next screen, pick the option that matches the change you want — for example, "I want to keep edgeful, just not algos" downgrades you from all access without cancelling entirely. for switches the UI doesn't expose directly (e.g., pro → essential, or all access → pro), see the switching to or from pro section below.

once you confirm, you'll keep all your current plan's features through the end of your billing period. after that, your account switches to the new tier automatically.

on essential, you keep:

what you lose coming from pro: full reports catalog and ticker coverage on the API, the 1-year lookback, and the live WIP + screener endpoints. essential's starter API is enough to confirm the API works and prototype, but not for production use across the full catalog.

what you lose coming from all access: all of the above, plus the 4 algo strategies (ORB, IB, gap fill, engulfing), automated trade execution, the algo analyzer, the algo optimizer, the 8-year API lookback, and per-day detail in API responses.

on pro, you keep everything in essential, plus the full API — all reports, all tickers, 1 year of historical lookback, and the live WIP + screener endpoints.

what you lose vs. all access: the algos suite (ORB, IB, gap fill, engulfing, automated execution, algo analyzer, algo optimizer) and the deepest API tier (8 years of lookback, per-day detail). rate limits stay the same — they're uniform across all 3 tiers (30 req / 60s sustained + 5 req / 5s burst).

if you decide you want algos back later, you can upgrade to all access again from the membership page.

when you downgrade, nothing changes immediately on the billing side. here's the timeline:

right now: you keep your current plan's features until the end of your billing period. if you paid on the 1st and downgrade on the 15th, you have your current tier through the end of that cycle.

on your next billing date: your subscription renews at the new tier's rate. monthly: $49/mo for essential, $99/mo for pro, $299/mo for all access. annual: $39/mo for essential, $79/mo for pro, $239/mo for all access.

there's no proration or partial refund for the remaining days on your higher-tier billing cycle. you get to use everything you've already paid for through the end of that period.

if you're upgrading to pro or moving from pro to a different tier and the membership page doesn't show the option you need, the fastest path is the support chat. the team can switch your plan on the backend in a few minutes — that's exactly what they're there for.

message support through the chat widget in the bottom right of any edgeful page. include your email and the plan you want to move to. the team typically responds in under 20 minutes.

if you go to the membership tab and don't see the option to downgrade — or the page is asking you to update your payment information instead — that usually means one thing: your last payment failed.

when a payment fails, the system needs to resolve that before it can process any plan changes. the membership page will prompt you to update your card on file instead of showing the cancel/downgrade options.

what to do:

if you don't want to update your payment and just want to downgrade, reach out to support through the chat widget in the bottom right of any edgeful page. the team can manually switch your plan on the backend.

include your email address and mention the plan you'd like to move to (essential, pro, or all access). the team typically responds in under 20 minutes.

if you downgrade and later decide you want a higher tier back, you can upgrade from the same membership page. for all access, you can also upgrade from the algo education page inside edgeful. upgrades take effect immediately.