Aureli has two plans: LITE (free) and PRO (paid). You can upgrade, cancel, and manage your billing details from the billing page at any time.
What each plan includes
| Feature | LITE | PRO |
|---|---|---|
| Portfolios | 1 | Up to 10 |
| Assets | Up to 15 | Unlimited |
| Debts | Up to 15 | Unlimited |
| Reports | ✓ | ✓ |
| Automatic stock & crypto price updates | — | ✓ |
| AI chat | — | ✓ |
| Portfolio sharing | — | ✓ |
Upgrading to PRO
- Go to Billing from the account menu.
- Click Upgrade to Pro.
- Complete payment via the Stripe checkout.
Your plan is activated immediately after payment. Automatic stock and crypto price updates are enabled on existing assets, and all PRO features become available straight away.
Accessing your billing settings
To view invoices, change your payment method, or manage your subscription:
- Go to Billing.
- Click Manage Billing.
This opens the Stripe customer portal, where you can:
- View and download past invoices
- Update your payment method
- Cancel your subscription
Cancelling your subscription
Cancel from within the Stripe customer portal (accessed via Manage Billing on the billing page). When your subscription ends:
- Your plan transitions automatically to LITE.
- You do not lose any data — your portfolios, assets, and debts are all retained.
- PRO features are deactivated as described below.
What changes when you downgrade to LITE
Automatic price updates paused — Stocks and crypto assets that were updating automatically are placed into a suspended state. Their existing valuations remain, but prices will no longer update daily. If you later upgrade back to PRO, automatic updates resume.
AI chat access removed — AI chat is only available on PRO.
Portfolio sharing blocked — You can no longer invite new collaborators. Existing members of shared portfolios lose access.
Portfolio and asset limits apply — LITE is limited to 1 portfolio, 15 assets, and 15 debts. If you exceed these limits, you won't be able to add new items until you're within the limits again. Existing data above the limit is not deleted.
Upgrading again after cancelling
You can upgrade back to PRO at any time from the billing page. Automatic price updates are restored on all assets that were previously in the suspended state.
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