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TradeTally Tier Structure & Enforcement

Overview

TradeTally uses a simple two-tier system: Free and Pro ($8/month)

Free Tier

Tagline: "Get started journaling easily"

Features Included:

  • Basic dashboard
  • Unlimited trade journaling + core metrics (P/L, win rate, profit factor, etc.)
  • Unlimited journal entries
  • Calendar view (P/L per day)
  • Leaderboard (view-only, top 10 rankings)
  • Basic charts (equity curve, volume, performance by day)
  • Trade import from brokers
  • Trade tags (strategies, setups)

Limits:

  • Trades: Unlimited total trades
  • Batch Import: Up to 100 trades per import (to prevent abuse)
  • Journal Entries: Unlimited
  • Watchlists: 0 (Pro only)
  • Price Alerts: 0 (Pro only)
  • Leaderboard: View-only (cannot participate)
  • API Access: No

Pro Tier

Price: $8/month Tagline: "Unlock your trading edge" Message: "Upgrade to Pro to understand why you win or lose - not just how often."

Features Included:

Unlimited Batch Imports

  • Unlimited batch imports (no 100-trade import limit)
  • Import large CSV files without restrictions

News & Market Data

  • Financial news feed (for open positions)
  • Upcoming earnings calendar (for tracked symbols)

Advanced Analytics

  • SQN (System Quality Number)
  • Kelly Criterion (optimal position sizing)
  • MAE/MFE (Maximum Adverse/Favorable Excursion)
  • K-Ratio (risk-adjusted performance)
  • Sector breakdowns
  • Time-of-day analysis
  • Day of week patterns
  • Per-symbol analytics
  • Per-strategy analytics

Behavioral Analytics Suite

  • Revenge trading detection
  • Overconfidence analytics (win streak position sizing analysis)
  • Loss aversion (holding losers too long)
  • Trading personality typing
  • Behavioral alerts (real-time)

Health Analytics

  • Heart rate tracking (correlation with trading)
  • Sleep tracking (quality vs performance)
  • Stress tracking (stress level correlation)

Watchlists & Alerts

  • Up to 20 watchlists (100 symbols each)
  • Up to 100 price alerts
  • Email alerts
  • iOS push notifications
  • Real-time price monitoring

Leaderboard

  • Advanced filters (compare by strategy, timeframe)
  • Participate in rankings
  • View all rankings (unlimited)

API & Integrations

  • API access (10,000 calls/day)
  • Webhooks

AI Features

  • AI Insights (powered by configurable AI providers)
  • AI trade analysis

Other Pro Features

  • Advanced filtering
  • Custom metrics
  • Export reports
  • Automatic trade blocking (based on behavioral triggers)

Enforcement Implementation

Backend - API Protection

Protected routes (require Pro tier):

  • /api/behavioral-analytics/* - All behavioral analytics
  • /api/health/* - Health Analytics
  • /api/watchlist/* - All watchlist features
  • /api/price-alerts/* - All price alerts

Frontend - Route Protection

Routes with requiresTier: 'pro' metadata:

  • /analytics/behavioral - Behavioral Analytics
  • /analytics/health - Health Analytics
  • /markets - Watchlists & Price Alerts
  • /watchlists/:id - Watchlist Detail

Navigation Guard

The router checks tier and redirects free users to the pricing page:

if (to.meta.requiresTier) {
  const requiredTier = to.meta.requiresTier
  const userTier = authStore.user?.tier || 'free'

  if (requiredTier === 'pro' && userTier !== 'pro') {
    next({
      name: 'pricing',
      query: {
        upgrade: 'required',
        feature: to.name,
        from: to.fullPath
      }
    })
  }
}

User Experience

Free Tier Users:

  1. Can see Pro features in navigation with "Pro" badges
  2. Can click on Pro features
  3. Will be redirected to pricing page when they try to access
  4. Pricing page will show which feature they tried to access

Pro Tier Users:

  • Full access to all features

Admin Users:

  • Always have Pro tier access (automatic)

Implementation Details

Database

  • features table with 47 defined features
  • users.tier column ('free' or 'pro')
  • subscriptions table for Stripe integration
  • tier_overrides table for admin manual tier assignments

Configuration Files:

  • /backend/src/config/tierLimits.js - Defines all tier limits and quotas
  • /backend/src/services/tierService.js - Tier logic and feature access
  • /backend/src/middleware/tierAuth.js - Middleware for protecting routes

Key Methods:

// Check feature access
await TierService.hasFeatureAccess(userId, 'behavioral_analytics');

// Get user tier
const tier = await TierService.getUserTier(userId);

// Check trade limits
const canAdd = await TierService.canAddTrades(userId, 10);

// Get usage stats
const usage = await TierService.getUserUsageStats(userId);

// Get pricing info
const pricing = TierService.getPricing();

// Get tier comparison
const comparison = TierService.getTierComparison();

Billing Modes

  • Self-hosted: Billing automatically disabled (all users get Pro features)
  • SaaS (tradetally.io): Billing enabled, Stripe integration
  • Admin users always get Pro tier
  • Tier overrides allow manual Pro access with optional expiration

Feature Keys Reference

Free Tier Features:

  • dashboard
  • news_feed
  • earnings_calendar
  • basic_journaling
  • trade_import
  • trade_tagging
  • core_metrics
  • basic_charts
  • calendar_view
  • leaderboard_view

Pro Tier Features:

  • unlimited_trades
  • unlimited_journals
  • advanced_analytics
  • sqn_analysis
  • kelly_criterion
  • mae_mfe
  • k_ratio
  • sector_breakdown
  • time_analysis
  • day_of_week
  • symbol_analytics
  • strategy_analytics
  • behavioral_analytics
  • revenge_trading_detection
  • overconfidence_analytics
  • loss_aversion
  • personality_typing
  • behavioral_alerts
  • health_analytics
  • heart_rate_tracking
  • sleep_tracking
  • stress_tracking
  • watchlists
  • price_alerts
  • email_alerts
  • push_notifications
  • realtime_monitoring
  • leaderboard_filters
  • leaderboard_compete
  • api_access
  • webhooks
  • ai_insights
  • ai_trade_analysis
  • advanced_filtering
  • custom_metrics
  • export_reports
  • trade_blocking

Upgrade Messaging

For Locked Features:

"Unlock Kelly ratio, SQN, and advanced metrics with Pro - only $8/month."

Main Positioning:

"Upgrade to Pro to understand why you win or lose - not just how often."