Upgrade your plan / move to a lower plan

When do you need to upgrade?

Each plan includes a capital cap per connection (one Alpha on one exchange, see AUM caps per connection). When the balance on a connection is higher than the cap, the Engine keeps running fine - it manages up to the cap, and the excess stays in your exchange account, safe and untouched.

Your dashboard shows a notice suggesting an upgrade, e.g.: "Your Alpha Crypto balance is $14,000 but your Pro plan manages up to $12,000. Upgrade to manage your full balance."

Upgrading is optional - never forced, never automatic. If you stay on your current plan, everything is fine: the Engine keeps managing up to the cap, and there's no fee on the excess.

Upgrading - how you pay

Tap the Upgrade button in the Subscription section and pick a target plan (Air → Plus / Pro / Max · Plus → Pro / Max · Pro → Max):

• You pay only the price difference for the days remaining in your current cycle:

Upgrade cost = (new plan price − current plan price) × days remaining ÷ cycle length

• Your renewal date doesn't change. At renewal, you're billed the full new-plan price.
• The Engine immediately gets the higher cap and starts deploying the previously-idle capital.

If your balance is above the Max plan cap ($50K for Crypto, 2.5B VND for Stock, 5B VND for Goods, per connection), the dashboard shows a Contact (Enterprise) button instead of upgrade - Enterprise has an unlimited cap and a custom contract.

🖼️ [IMAGE PLACEHOLDER] Upgrade screen: current plan (Air) → target plan (Pro), a line "You only pay the difference for X remaining days = $Y", a note "Renewal date stays the same". Dark background, mint accent.

Moving to a lower plan

AlphaSet has no downgrade option. To move to a lower plan (e.g. Pro → Air):

• Cancel your subscription. Your current plan keeps running fully until the end of the period you paid for, then stops on the expiry date. Once cancelled, there is no 7-day grace period.
• Subscribe again to the plan you want after the old one expires, just like a new purchase.
• If the new plan allows fewer connections than you currently have, checkout is blocked until you disconnect some.
• Change your mind before the expiry date → renew as usual.
• If the balance on a connection is above the new plan's cap, the Engine simply manages up to the new cap - the rest stays on your exchange (still no fee).

No hidden fees

Beyond your subscription price, AlphaSet charges no other fees:

• ❌ No AUM fee. ❌ No performance / profit-sharing fee.
• ❌ No withdrawal fee (you deposit/withdraw directly on your own exchange).
• ❌ No fee based on the number of connections.
• ❌ No fee when your balance is over the cap - the Engine just manages up to the cap and leaves the excess alone.

Frequently asked questions

My balance is over the cap - am I charged? No. There is absolutely no fee on the over-cap amount, whether it comes from a deposit or from profit. The Engine manages up to the cap; the rest stays in your exchange account, safe.

What if I deposit funds that push me over the cap? The Engine keeps managing up to the cap, and the newly deposited excess sits in your exchange account. The dashboard suggests an upgrade if you want the Engine to manage everything. No fee.

Do I have to withdraw funds before integrating an Alpha? No. You can integrate with any balance ≥ the Alpha's minimum. If your balance is higher than the cap, the Engine just manages up to the cap - no rejection, no fee.

Does upgrading move my renewal date? No. You only pay the difference for the days remaining; your renewal date stays the same.