You can easily change your subscription plan by visiting https://personalfund.com/manage-subscription/ Your new subscription will be effective with your next billing month (on the next date where your recurring monthly payment is charged). If you need more reports in the current month than are provided in your current plan, you can purchase supplemental report credits at [...]
Yes. Although the Basic subscription does not include a monthly number of Portfolio Reports, every Basic subscription allows a one-time free trial of 2 Portfolio Reports. To get an idea of what a Portfolio Report looks like, here is a sample.
No. A subscription is for fixed numbers of both types of reports. E.g. 100 Fund Reports and 20 Portfolio Reports per month. If, say, you use all 100 Fund Reports in a month, but only 10 Portfolio Reports, you cannot exchange the 10 unused Portfolio Reports for additional Fund Reports. If you hit your monthly [...]
The report credits included in your monthly subscription expire at the end of the month. However, supplemental report credits do not expire and rollover from one month to the next. For example, if your subscription is for 100 Fund Reports and you use 95 in your May billing month, the 5 unused credits don't rollover [...]
If you reach your subscription's report limit before the end of your billing month you can purchase supplemental report credits, by visiting https://personalfund.com/manage-subscription/ Supplemental reports are priced per this schedule, by the number of Fund Report credits. 1 Portfolio Report is included with every 5 Fund Reports. Supplemental report credits do not expire, and [...]
Volume Discount plans are priced by the number of Fund Reports, and every 5 Fund Reports comes with 1 Portfolio Report. Fund Reports Price 100 to 500 $89.95 + $0.70 for each report over 100 500 to 1000 $369.95 + $0.60 for each report over 500 1000 to 2000 $669.95 + $0.50 for [...]