Yes — 14 days free, no card required. When you register, you get a 14-day free trial of Pro automatically. No credit card needed to start. If you don't upgrade before the trial ends, you drop to the free Starter plan — nothing is charged. Trial available once per account.
Yes. Cancel from the Billing section inside your dashboard at any time. Your paid access continues until the end of the current period. No partial refunds, no lock-in, no questions asked.
Your data is always preserved. All plans include unlimited accounts and full trade history — if you downgrade from Pro to Starter, your analytics access and alerts are adjusted but your data remains intact and fully accessible.
We offer a refund within 7 days of a new purchase if you haven't materially used the paid features. Email support@copyoptic.com and we'll sort it out.
Annual plans are billed as a single payment upfront — $290 for Pro (saves $58 vs monthly) and $990 for Fund (saves $198). The subscription renews automatically after 12 months. You'll receive a reminder 7 days before renewal.
Yes. You can switch billing intervals or change plan at any time from the Billing section. Changes take effect at the next renewal date.
Start free. Upgrade when you're ready.
No card required on Starter. Takes 60 seconds to connect your first account.