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How do I sign up for the free plan without starting a Gold trial?

Every new PortfolioPilot account starts with the 10-day free trial, which layers Gold, Platinum, and Pro features on top so you can explore everything. Starting the trial requires a credit card.

If you want to end up on the free plan:

  1. Go to Settings → Subscription.
  2. Under Trial period, click Cancel renewal and confirm.

You keep full access until the trial ends, then your account moves to the Free plan at no charge, with all your data intact. You can do this any time during the trial, including right after you sign up.

Last updated on
October 20, 2026

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