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Plans, subscription and billing
What each plan includes, how the subscription is managed, and what happens when a payment fails or a plan changes.
On this page
Patrima has three plans. Free tracks: aggregate everything, read your net worth and holdings, receive basic risk alerts, follow the news and try the copilot. Pro adds the decision tools: rebalancing plans, trading, the stable yield optimizer, the liquidation simulator, projections, reports on demand, email alerts. Premium adds automation on top and is not open to purchase yet.
Free: see
Wallets, exchanges and manual accounts, net worth and holdings, basic alerts, the news feed and the market panel, the chat and the daily briefing.
Pro: decide
Rebalancing plans, trading, stable yield optimizer, liquidation simulator, projections, reports on demand, email alerts, eleven more copilot modes, unlimited connected sources.
Premium: advanced analysis
Scheduled reports, advanced leveraged strategies and their copilot, higher AI ceilings. Shown as coming soon; not purchasable yet.
Five connected sources
The free plan allows up to five connected wallets, exchanges or brokers. Manual accounts never count, on any plan.
Rebalancing plan on the Allocation page
- From
- Pro
Trading: plans, signals, backtests
- From
- Pro
Stable Yield optimizer and its rebalancing plan
- From
- Pro
Liquidation simulator
- From
- Pro
Projections
- From
- Pro
News grouped and read by the copilot, market brief
- From
- Pro
Capital flows detail page
- From
- Pro
Reports on demand
- From
- Pro
Critical alerts by email
- From
- Pro
More than five connected sources
- From
- Pro
Eleven more copilot modes
- From
- Pro
Advanced leveraged strategies
- From
- Premium
Scheduled reports
- From
- Premium
Advanced strategy copilot
- From
- Premium
Everything not listed is available on every plan: accounts and imports, the dashboard, transactions, the allocation view and its drift history, yield and lending positions with their health factors and alerts, the stable yield universe and its scores, the news feed and the market indicators, the notification center, the three free copilot modes. Premium is displayed as coming soon on the Plans page and cannot be purchased yet.
The private beta is free of charge. Available features depend on the plan assigned to your account, shown in Settings, Subscription. The Plans page explains the differences between tiers.
Changing plans adjusts feature access and usage limits. It does not delete your portfolio data. If you exceed your new plan’s connected-source limit, existing sources remain; adding a new source is restricted. Scheduled reports require a plan that includes them.
Frequently asked questions
Can I compare plans before signing up?
Yes. The public Pricing page compares Free, Pro and Premium by feature, without an account. During the private beta, it shows the planned tiers and available features. After signing in, Pricing is where you manage your subscription.
What do I see of a feature my plan doesn't include?
It stays visible and carries the name of the plan that includes it, Pro or Premium, with a lock. The Optimizer tab of Stable Yield, the report generation button and the copilot's analyses on the Allocation and Accounts pages show it before any click: the Optimizer tab opens on one sentence about what the optimizer does and a link to the plans, the report button leads to the plans, and the copilot card names the plan instead of offering an analysis. Pages reserved as a whole (trading, projections, capital flows) show the plan's name and a link to the plans in place of their content. A Premium feature reads "Planned for the Premium plan" while that plan is not open for purchase.
How do I cancel my subscription?
From Settings, Subscription or the Plans page, Manage billing opens the billing portal where the subscription is cancelled. Access continues until the end of the paid period, and the end date is shown in Settings.
What happens if a payment fails?
Access continues for seven days. If the payment still fails after that, the account falls back to the free plan without losing any data; subscribing again restores everything.
What counts as a connected source?
Every account that is not of the Manual type: on-chain wallets, exchanges and brokers. The free plan allows five; Pro and Premium remove the limit. Manual accounts never count, and existing accounts keep working if you move to a plan with a limit.
See also