Founders Club Access Open Lock in $8/mo rate →
Documentation
Getting Started
Broker Connections
Platform Features
Account Management

Profile & Billing

Manage your operator identity, system preferences, and Founders Club membership. OpenTrades uses a secure Stripe Customer Portal for all billing operations.

1. Profile Settings

Your "Operator Profile" contains your public identity and system-wide configurations.

Identity

  • First / Last Name Public Display
  • Email (Login) Private
  • Operator ID System Unique

Preferences

Base Currency

Determines the currency symbol ($ / € / £) displayed across your Journal and P&L reports.

Password Reset

Click the "Reset" link in the password field to initiate a secure recovery email.

Membership Tier

The Founders Club

OpenTrades is currently in Public Beta. Users who subscribe during this period are granted "Founding Member" status. This locks in your pricing rate for the lifetime of your account, regardless of future price increases.

Pricing Options

Annual (Best Value) $8 / mo
Monthly $12.50 / mo

* Standard post-beta pricing will be $15/mo.

Benefits

  • Price locked for life (Grandfathered)
  • Unlimited Trade History Sync
  • "Founding Member" Verified Badge

3. Managing Subscription

We delegate all billing security to the Stripe Customer Portal. We do not store your credit card information.

Accessing the Portal

In your profile, click the Manage Subscription button. This will redirect you to a secure Stripe page where you can:

  • • Update Credit Card
  • • Download Invoices
  • • Switch Plans (Monthly ↔ Annual)
  • • Cancel Subscription

Reactivating Membership

If you have cancelled your subscription but the billing period has not yet ended, your profile will show an "Expiring Soon" status. You can click Reactivate Membership to undo the cancellation and keep your grandfathered rate.

4. Cancellation Policy

Warning: Loss of Rate

If your subscription fully expires, you lose your Founders Club status. If you choose to resubscribe in the future, you will be subject to the standard market rate (currently projected at $15/mo).

Recommendation: If you need to pause, switch to the $8/mo annual plan to lock in savings.