Tier Overview

CoinTrail comes with three pre-configured subscription tiers:

Feature Comparison

Detailed comparison of features across all subscription tiers:

Market Data & Tracking

Portfolio & Tracking Features

Alerts & Notifications

User Features

API & Developer Access

Managing Subscription Plans

As an administrator, you can fully customize subscription plans:

Accessing Subscription Settings

1. Go to Admin Panel > Subscriptions > Plans
2. Click on a plan to edit or click Create Plan for a new tier

Plan Configuration Options

Configuring Feature Limits

Each subscription plan has configurable limits that control access to features:

// Example plan limits in database
{
  "portfolios": 3,           // Max portfolios user can create
  "holdings_per_portfolio": 50,  // Max holdings per portfolio
  "price_alerts": 25,        // Max active price alerts
  "favorites": -1,           // -1 = unlimited
  "api_calls_monthly": 0,    // 0 = no API access
  "transaction_history_days": 90,
  "historical_data_days": 365
}

User Subscription Flow

How users subscribe to paid plans:

Managing User Subscriptions

Administrators can manage individual user subscriptions:

View User Subscriptions

1. Go to Admin Panel > Subscriptions > User Subscriptions
2. Search for a user or filter by plan/status
3. Click on a subscription to view details or take action

Admin Actions

• Upgrade/Downgrade - Change user's plan
• Extend - Add time to subscription
• Cancel - Cancel subscription (with or without refund)
• Suspend - Temporarily disable access
• Grant Free Access - Give a user free premium/pro access

Subscription Revenue

Track subscription revenue and metrics:

• Monthly Recurring Revenue (MRR) - Total monthly subscription income
• Active Subscribers - Count by plan tier
• Churn Rate - Percentage of cancellations
• Conversion Rate - Free to paid conversions

View these metrics in Admin Panel > Dashboard or Admin Panel > Transactions.

Best Practices