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Account & BillingLast updated Aug 4, 2026

How to upgrade or change your plan

Upgrade to Pro or Ultimate, switch billing frequency, or manage your subscription from Vantafin Settings, powered by Stripe.

How to upgrade or change your plan - Billing (Vantafin Help Center)
Vantafin Team

On this page

  • Upgrade to Pro or Ultimate
  • Change billing frequency or plan
  • Downgrade or cancel
  • Manage your subscription
  • Not sure which plan?
  • Next steps

You can move between the Free, Pro, and Ultimate plans at any time from Settings. Billing is handled securely through Stripe. This guide covers upgrading, downgrading, and managing your subscription. For a feature comparison first, see Free vs Pro vs Ultimate.

Upgrade to Pro or Ultimate

  1. Open Settings and go to Billing.
  2. Choose Pro or Ultimate.
  3. Select monthly or annual billing (annual lowers the effective monthly price).
  4. Complete checkout through Stripe. Paid features unlock right away.

Change billing frequency or plan

From the billing section you can switch between monthly and annual, or move between Pro and Ultimate. Upgrades take effect immediately; the price difference is handled by Stripe.

Upgrade

Open Billing and choose Pro or Ultimate

Go to Settings, open Billing, pick a plan and monthly or annual checkout through Stripe so paid features unlock right away.

Open settings→View pricing

Downgrade or cancel

If you downgrade or cancel:

  • Your current plan's features remain active until the end of the current billing period.
  • After that, your account moves to the lower tier (or Free).

This means you never lose paid access you have already paid for.

Compare

Match the plan to live data and API needs

Use the pricing page and the plan guide to decide whether you need live quotes, alerts, REST, MCP, or WebSocket streaming.

View pricing→Choose the right plan

Manage your subscription

Use the billing section to update your payment method, view your plan status, and access the customer portal for invoices and subscription management.

Not sure which plan?

You want...Plan
Research with delayed dataFree
Live data, AI Chat, API, MCP, alertsPro
WebSocket streaming and highest limitsUltimate

After upgrade

Confirm headroom in usage settings

After you change tiers, open usage in Settings to see the new API, chat, alert, and storage limits on your account.

Track usage→Account settings

See the full breakdown in choosing a plan or on the pricing page.

Next steps

  • Compare plans
  • Track your API and chat usage
  • Manage your account settings

Frequently asked questions

Important Disclaimer

This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.

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Vantafin provides market data and research tools for informational purposes only and does not constitute investment advice. Data may be delayed, incomplete, or incorrect. You are solely responsible for your investment decisions. See our Terms of Service.