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, what to do if the downgrade option isn't showing up, and how cancelling one plan affects a separately-paid plan.

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.

this one trips people up, so it's worth spelling out. if you hold two separate edgeful subscriptions — say, an essential annual plan you paid for separately and an all access plan on top of it — cancelling or downgrading one does not touch the other. each subscription is billed on its own, and the change only applies to the subscription you're actually changing.

so if you start all access to try the algos and later step back down, downgrading or cancelling all access leaves your separately-paid essential plan exactly where it was — same access, same renewal date, same rate.

if you're ever unsure what's tied to your account, log in and check manage account → membership and payment details. both show what's active. if anything looks off, message support through the chat widget in the bottom right before you cancel, and the team will confirm exactly what's on your account first.

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 3 algo strategies (ORB, IB, 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, 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: $399/yr for essential, $799/yr for pro, $2,399/yr for all access.

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

upgrading mid-cycle works differently from downgrading, and the checkout math trips people up — so here's exactly what's happening when the amount you're asked to pay doesn't match the number you expected.

when you upgrade in the middle of a billing cycle — say you're on essential with a renewal on the 10th and you jump to all access on the 1st — you don't get charged a fresh full month on top of what you've already paid. the checkout prorates: you pay only for the days left in your current cycle at the difference in price, and your full new rate kicks in on your next renewal date.

so a smaller-than-expected "amount due today" isn't a trial or a catch — it's just the prorated cost of the days remaining until your renewal. the full plan rate charges on your next billing date.

an offer or promo code on top of a proration. if you're applying a welcome-back or promotional offer while upgrading mid-cycle, the discount usually applies to your next renewal, while the amount due today still reflects only the prorated upgrade for the days remaining. that combination can make the first charge look nothing like the headline offer price — even though the offer is applied correctly going forward. to see the breakdown, click view details under "amount due today" on the checkout screen.

if the numbers still don't look right — or an offer isn't showing up the way the email described — don't force the purchase. message support through the chat widget in the bottom right with a screenshot of the checkout screen (including the view details breakdown), and the team will confirm exactly what you'll be charged today and on renewal before you commit.

here's the part that catches people out: the membership page shows cancel now and the all access downgrade options, but it does not expose a direct button to switch into or out of pro. so if you went looking for a "downgrade to pro" or "switch to pro" option and couldn't find it, you're not missing it — it isn't there by design.

if you're upgrading to pro or moving from pro to a different tier, 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.