Documentation

FREE vs PRO Plans

Tradavity offers two subscription tiers: FREE and PRO. This guide explains the differences, limits, and helps you decide which plan is right for you.

Start Free, Upgrade Anytime

Try Tradavity FREE with no credit card required. Upgrade to PRO when you're ready for unlimited access.

Pricing

Plan Price Details
FREE $0/month Free forever, no credit card required
Pro Monthly $29/month Billed monthly, 7-day free trial available
Pro Yearly $19/month $228 billed annually (save 35%)

Trading Journal Limits

Feature FREE PRO
Trading Accounts 1 account Unlimited
Strategies 1 strategy Unlimited
Protocols 1 protocol Unlimited
Trades per Day 2 trades Unlimited
Trades per Month 30 trades Unlimited
Screenshots per Trade 1 screenshot 3 screenshots
Screenshot Storage 100 MB 2 GB
AI Corrections per Day 5 corrections 50 corrections
CSV Import Not available Available
Bulk Sync Import Not available Available
Auto-Sync (Broker Connection) Not available Available
Copy Trading Groups Not available Available
Goals & Milestones 3 active goals Unlimited
Data Export Not available Available
Screenshot Retention 6 months Unlimited
Data Retention (trades, journal, backtesting) 24 months Unlimited

Trading Accounts

Trading accounts help you organize trades by broker or account type (e.g., "Funded Account", "Personal Account").

  • FREE: Create 1 trading account
  • PRO: Create unlimited trading accounts

Strategies

Strategies let you categorize trades by your trading approach (e.g., "Breakout", "Mean Reversion", "Scalping").

  • FREE: Create 1 strategy
  • PRO: Create unlimited strategies

Protocols

Protocols are pre-trade checklists that help you maintain discipline and consistency.

  • FREE: Create 1 protocol
  • PRO: Create unlimited protocols

Daily & Monthly Trade Limits

The number of trades you can log per day and per month.

  • FREE: Log up to 2 trades per day, 30 trades per month
  • PRO: Log unlimited trades
Daily Limit Reset

The daily trade limit resets at midnight UTC. Trades logged on previous days don't count toward today's limit.

Screenshots

Attach chart screenshots to your trade entries for visual documentation.

  • FREE: 1 screenshot per trade, 100 MB total storage
  • PRO: 3 screenshots per trade, 2 GB total storage

AI Corrections

AI-powered tools to help improve your trade journal entries. Use AI to correct typos, improve grammar, and enhance the clarity of your trade notes and analysis.

  • FREE: 5 AI corrections per day
  • PRO: 50 AI corrections per day

CSV Import

Import trades directly from your broker's CSV export files. Upload your file, preview the trades, select which ones to import, and optionally merge multiple executions into single trades.

  • FREE: CSV import is not available - trades must be entered manually
  • PRO: Full CSV import with trade preview, filtering, and merge capabilities

Bulk Sync Import

Import multiple trades at once from your trading account with automatic duplicate detection. Sync compares your CSV file against existing trades and only imports new ones.

  • FREE: Bulk sync is not available
  • PRO: Full bulk sync with duplicate detection, conflict warnings, and batch import

Auto-Sync (Broker Connection)

Connect your broker account directly for automatic trade imports every 15 minutes. Currently supports Tradovate, NinjaTrader (Demo and Live), and TopStepX (full history with SL/TP).

  • FREE: Auto-Sync is not available
  • PRO: Connect broker accounts, automatic imports, status badges, email notifications on disconnect

Copy Trading Groups

Link multiple trading accounts together so trades can be automatically copied between them with scaled quantities and P&L.

  • FREE: Copy trading is not available
  • PRO: Unlimited copy groups, automatic copy on import/sync, link matching trades

Goals & Milestones

Set measurable targets for your trading (P&L, win rate, streaks, drawdown, etc.) and track progress automatically across any time period.

  • FREE: Up to 3 active goals
  • PRO: Unlimited goals with dashboard widgets, archiving, and period history
CSV Import vs Bulk Sync vs Auto-Sync

CSV Import (Add Trade > Import CSV) imports one trade at a time from a file. Bulk Sync (Settings > Accounts > Sync) imports multiple trades with duplicate detection. Auto-Sync connects directly to your broker and imports automatically every 15 minutes — no file uploads needed.

Data Export

Export your trading data for backup, analysis in external tools, or record-keeping. Download your trades, performance metrics, and journal entries.

  • FREE: Data export is not available
  • PRO: Full data export in JSON format

Data Retention

How long your data is stored before archiving. FREE users have two retention tiers:

  • FREE - Screenshots: Screenshot files are archived after 6 months (180 days). The trade record itself stays.
  • FREE - Database records: Trades, journal entries, and backtesting session data are archived after 24 months (730 days).
  • PRO: Unlimited data retention — nothing is ever archived or deleted.
How Archiving Works

Archived data is hidden from your dashboard, journal, and statistics, but it is not immediately deleted. You have a 30-day recovery window to restore it by upgrading to Pro. After 30 days, archived data is permanently removed.

Downgrade Protection

When downgrading from Pro to Free, you get a 14-day grace period before any retention limits apply. You will also receive email warnings at 30 days, 7 days, and 1 day before data is archived. Your account settings, strategies, protocols, chart templates, and goals are never affected.

Backtesting Limits

The backtesting platform has separate limits for strategy testing on historical data.

Feature FREE PRO
Backtesting Profiles 2 profiles Unlimited
Custom Layouts 2 layouts Unlimited
Active Goals 3 goals Unlimited
Total Goals 20 goals Unlimited
Historical Data 3 months Full history
Bar Replay Not available Available
Drawing Tools Not available Available
Combination Analysis Not available Available

Backtesting Profiles

Profiles help you organize different backtesting strategies or account configurations.

  • FREE: Create up to 2 profiles
  • PRO: Create unlimited profiles

Custom Layouts

Layouts let you customize which fields appear when entering backtesting data.

  • FREE: Create up to 2 layouts
  • PRO: Create unlimited layouts

Goals

Set performance goals to track your backtesting progress.

  • FREE: Up to 3 active goals, 20 total goals
  • PRO: Unlimited goals

Historical Data Access

How far back you can access market data for backtesting.

  • FREE: Last 3 months (90 days) of data
  • PRO: Full historical data (years of history)

Bar Replay

Simulate live market conditions by playing through historical price data bar-by-bar.

  • FREE: Bar replay is not available
  • PRO: Full bar replay with adjustable speed

Drawing Tools

Annotate charts with trendlines, support/resistance levels, and other drawing tools.

  • FREE: Drawing tools are not available
  • PRO: Full suite of drawing tools

Combination Analysis

Analyze performance across multiple backtesting sessions to find patterns.

  • FREE: Combination analysis is not available
  • PRO: Full combination analysis features

Shared Storage

Screenshot storage is shared between the Trading Journal and Backtesting platforms.

  • FREE: 100 MB total across both platforms
  • PRO: 2 GB total across both platforms

What Happens When You Hit a Limit?

When you reach a FREE plan limit:

  1. You'll see a notification explaining the limit
  2. The action is blocked until you upgrade or free up space
  3. Existing data is preserved - nothing is deleted

You can always:

  • Delete unused items to free up slots
  • Upgrade to PRO for unlimited access
  • Continue using features within your limits

Upgrading to PRO

Ready to unlock unlimited access? Here's how to upgrade:

  1. Go to Settings > Billing or visit the Pricing page
  2. Choose Pro Monthly or Pro Yearly
  3. Click Start 7-Day Free Trial (Monthly only) or Subscribe Now
  4. Enter your payment details
  5. Enjoy immediate access to all PRO features
7-Day Free Trial

Pro Monthly includes a 7-day free trial. Cancel anytime before the trial ends and you won't be charged.

Managing Your Subscription

You can manage your subscription at any time:

  • View billing history: Settings > Billing
  • Update payment method: Click "Manage Subscription"
  • Cancel subscription: Through the Stripe customer portal
  • Change plans: Switch between monthly and annual billing

Frequently Asked Questions

What happens to my data if I downgrade?

When you downgrade from PRO to FREE:

  • Existing data is preserved - nothing is immediately deleted
  • Limits apply going forward - you won't be able to create new items beyond FREE limits
  • Data retention starts - screenshots are removed after 6 months, trade/backtesting data after 24 months
  • Features are locked - CSV import and bulk sync become unavailable

To avoid losing data, consider exporting your trades before downgrading.

Can I try PRO before committing?

Yes! Pro Monthly includes a 7-day free trial. Cancel anytime during the trial and you won't be charged.

What's the difference between Monthly and Yearly?

Both plans include the same PRO features. Yearly saves you 35% ($19/month vs $29/month) but is billed as a single payment of $228 annually.

Is there a money-back guarantee?

Yes. All plans include a 30-day money-back guarantee. Contact support within 30 days of your first payment for a full refund if you're not satisfied.

Do special users (Alpha, Beta, Lifetime) need to pay?

No. Users with special access (alpha, beta, admin, lifetime) have full PRO access without needing a subscription.