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 5 | Unlimited |
| Debts | Up to 5 | Unlimited |
| Reports | ✓ | ✓ |
| Auto-updating assets (stocks, crypto, commodities) | Up to 3 | Unlimited |
| AI chat | 5 credits/day | 100 credits/day |
| Viewer sharing | ✓ | ✓ |
| Editor sharing | — | ✓ |
Users who signed up during Beta may have increased limits on the free tier — go to your usage page to see your limits.
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
Auto-updating assets reduced — LITE supports up to 3 auto-updating assets. If you had more than 3 on PRO, the extras are placed into a suspended state. Their existing valuations remain, but prices will no longer update. If you later upgrade back to PRO, automatic updates resume.
AI chat reduced — AI chat credits are reduced to 5 per day on LITE.
Editor sharing blocked — You can no longer invite new editors. Existing editors lose access. You can still invite viewers.
Portfolio and asset limits apply — LITE is limited to 1 portfolio, 5 assets, and 5 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.
Was this article helpful?