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Your Usage and Limits

2 min read
|Updated March 31, 2026

The Usage page gives you a real-time view of how much of your plan's allowance you've used across all features.

What's tracked

MetricLITEPRO
PortfoliosLimitedUp to 10
AssetsLimitedUnlimited
DebtsLimitedUnlimited
Bank connectionsNot availableUp to 10
AI chat — daily credits5100
AI chat — monthly credits20500
AI tiersStandard onlyStandard, Enhanced, Expert

Each metric shows a progress bar indicating how much of your allowance has been used.

Colour indicators

  • Blue — usage is within normal range
  • Amber — usage is at 80% or above
  • Red — limit reached

When a limit is reached, a Limit Reached badge appears. You won't be able to add more items of that type until you're back within the limit (by removing items or upgrading your plan).

AI credit resets

Daily credits reset at midnight UTC each day. Monthly credits reset on the first of each month. The Usage page shows the exact date and time of the next reset.

Viewing the page

Go to Usage from the account menu. Your current plan is displayed in the top right corner of the page.

If you're on the LITE plan, the page highlights what upgrading to PRO unlocks. View pricing and plans →

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