Pricing
Start free. Upgrade when it pays for itself.
Every plan includes trade journaling and rule review. No credit card for Free, no hidden fees, and you can cancel anytime.
Free is available today. Paid plans are coming soon — pricing will be confirmed at launch.
Free
Start journaling your process — no credit card.
$0 forever
- 1 workspace
- 50 stored trades
- 1 CSV import per month
- 1 broker account
- Manual entry and basic journals
- 3 strategies, 5 rules each
- Basic dashboard, 30-day history
- 2 on-demand AI reviews per month
Essential
Unlimited journaling with rule adherence and imports.
$TBD /mo — pricing for Essential is to be confirmed; not yet available to purchase.
- Unlimited manual trades
- Up to 2,500 imported trades / year
- 20 CSV imports per month
- 3 broker accounts
- Unlimited strategies, rules, and journals
- Full history, attachments, tags, saved filters
- Rule adherence and strategy performance
- 5 on-demand AI reviews per month
- Weekly email summary
Pro
Advanced options analytics and SmartCoach reviews.
$TBD /mo — pricing for Pro is to be confirmed; not yet available to purchase.
- Everything in Essential
- Fair-use unlimited imports, 10 broker accounts
- Advanced options + multi-leg analytics
- Expectancy, R multiple, profit factor, drawdown
- SmartCoach weekly review
- 10 on-demand AI reviews per month
- Pattern detection and psychology trends
- PDF performance reports, priority support
Coach
Guide clients with shared templates and progress.
$TBD /mo — pricing for Coach is to be confirmed; not yet available to purchase.
- Everything in Pro
- Up to 10 client workspaces
- Client invitation and consent
- Shared strategy templates
- Client progress dashboard and coach notes
- Assigned reviews and branded reports
- Priority onboarding
Compare every plan
The same journaling and rule review in every plan. Higher tiers add capacity, analytics depth, and coaching.
| Feature | Free | Essential | ProMost Popular | Coach |
|---|---|---|---|---|
| Journaling & trades | ||||
| Stored trades | 50 | Unlimited manual | Unlimited | Unlimited |
| Manual trade entry | Included | Included | Included | Included |
| Imported trades / year | Via CSV limit | 2,500 | Fair-use unlimited | Fair-use unlimited |
| CSV imports / month | 1 | 20 | Unlimited | Unlimited |
| Broker accounts | 1 | 3 | 10 | 10 |
| Attachments, tags, saved filters | Not included | Included | Included | Included |
| Strategy & rule review | ||||
| Strategies | 3 | Unlimited | Unlimited | Unlimited |
| Rules per strategy | 5 | Unlimited | Unlimited | Unlimited |
| Rule adherence analytics | Not included | Included | Included | Included |
| Analytics | ||||
| Dashboard | Basic | Full | Full | Full |
| Trade history | 30 days | Full | Full | Full |
| Strategy performance | Not included | Included | Included | Included |
| Expectancy, R multiple, profit factor, drawdown | Not included | Not included | Included | Included |
| Advanced options & multi-leg analytics | Not included | Not included | Included | Included |
| PDF performance reports | Not included | Not included | Included | Included |
| SmartCoach | ||||
| SmartCoach reviews | 1 sample | Not included | Weekly | Weekly |
| On-demand AI reviews / month | 2 | 5 | 10 | 20 |
| Pattern detection & psychology trends | Not included | Not included | Included | Included |
| Support & coaching | ||||
| Weekly email summary | Not included | Included | Included | Included |
| Support | Basic | Standard | Priority | Priority |
| Client workspaces | Not included | Not included | Not included | Up to 10 |
| Shared templates, coach notes, branded reports | Not included | Not included | Not included | Included |
Frequently asked questions
Do I need a credit card to start?
No. The Free plan is free forever and never asks for a card. You can upgrade later if and when a paid plan pays for itself.
Can I cancel anytime?
Yes. You can cancel a paid plan at any time and keep access until the end of the period you already paid for. There are no cancellation fees and no hidden charges.
What happens when I reach a Free plan limit?
Nothing is deleted or hidden. We explain the limit you reached and which plan unlocks more capacity, and we offer an alternative where possible. For example, once you have used your monthly CSV import you can still add trades manually.
How does annual billing work?
Annual plans are billed once per year at roughly the cost of ten months, so you save about two months compared with paying monthly. You can switch between monthly and annual from the pricing page and in billing.
Can I upgrade or downgrade later?
Yes. You can move between plans at any time. Upgrades take effect immediately and downgrades apply at your next renewal. Your trades and journals are never removed when you change plans.
Is the Coach plan available yet?
Not yet. Coach adds client workspaces, shared templates, and progress tracking, and checkout stays disabled until those features are production-ready. Join the waitlist and we will let you know when it opens.
Is SmartOptions Journal financial advice?
No. SmartOptions Journal is educational software for reviewing your own trading process. It is not a broker or execution platform, it does not route orders or hold funds, and it does not provide personalized financial advice.