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Account Types and Plans

TradeEntry has five account types. Which one you hold determines which modules you can open.

Coming in version 2.0

Accounts and sign-in are part of the v2.0 release and are not yet live. This page describes how it will work.

The five account types

Account typeWho it is forWhat you need to sign up
VisitorAnyone, no accountNothing - just open the site
FreeAnyone who registersEmail address, verified
PaidSubscribersEmail and verified mobile number
PowerProduct evaluatorsEmail and verified mobile number
Admin / DeveloperThe TradeEntry teamGranted by an administrator

What each type can open

Visitor — no account needed

You can browse the site and use the Asset Allocation page without registering. Everything else asks you to sign in.

Free

Registration takes about a minute and needs only a working email address. You will receive a verification link; the account activates once you click it.

Paid accounts unlock analytical modules according to the plan you hold. Plans differ in which modules they include and in daily usage limits.

Power

For people evaluating TradeEntry. Power accounts are granted by the team and carry a time-limited evaluation window.

Admin and Developer

Held by the TradeEntry team. These are never self-service - an administrator grants them.

Verification

How much verification you need depends on the account type you want.

Email verificationMobile verification
FreeRequiredNot required
PaidRequiredRequired
PowerRequiredRequired
Mobile verification is only needed when you upgrade

You do not need to give a mobile number to register. Sign up with just an email, use your Free account for as long as you like, and add a mobile number only when you decide to move to a Paid or Power account.

Verifying your email

  1. Register with your email address and a password
  2. Check your inbox for a verification link (valid for 24 hours)
  3. Click it - your account activates immediately

If the link expires, request a new one from the sign-in page.

Verifying your mobile number

  1. Open Profile → Verification
  2. Enter your mobile number with country code
  3. Tap Send code - a 6-digit code arrives by SMS, valid for 10 minutes
  4. Enter the code

You get 5 attempts per code and can request up to 3 codes in a short window before needing to wait.

Upgrading your account

Register → Verify email → Use Free account

Add and verify mobile

Upgrade to Paid or Power

Your account type changes as soon as the upgrade completes - there is no waiting period, and you do not need to sign out and back in.

You cannot upgrade without a verified mobile number

The system will not let a Paid or Power account exist without one. If the upgrade is refused, check Profile → Verification first.

Managing your account

Everything lives under Profile:

TabWhat you can do
AccountChange your name, email address, password
VerificationVerify or change your mobile number
PlanSee your current plan and its expiry
SessionsSee where you are signed in; sign out of individual devices or all of them
AppearanceChoose your theme

If you think your account is compromised

Go to Profile → Sessions and choose Sign out everywhere. This invalidates every device immediately. Then change your password.