Platform Tutorials

Learn Every Feature of WealthSignal

Step-by-step guides for every tier. Find your plan, explore your features, master the platform.

📌Tier Overview
$0
Per Month
No CC
No Credit Card Required
3
Free Lessons
$100K
Virtual Portfolio

Best for: Curious beginners exploring investing. Free forever — no credit card, no trial expiration. Start learning immediately after signup and upgrade anytime.

Getting Started
  1. 1
    Sign up at wealthsignal.net — no credit card required. The entire process takes about 60 seconds.
  2. 2
    Verify your email address — check your inbox for the confirmation link and click it to activate your account.
  3. 3
    Complete the quick 5-minute investor profile — helps us personalize your dashboard and lesson recommendations.
  4. 4
    Explore your 3 free education lessons: “How the Stock Market Works”, “What Is an ETF?”, and “Getting Started With Investing”.
  5. 5
    Try basic paper trading with your $100,000 virtual portfolio — buy and sell real stocks with zero financial risk.
  6. 6
    Browse stocks, ETFs, and crypto on the Markets page to explore real-time prices, charts, and basic stats.
📄Feature Guide
Education — 3 Free Lessons
🎓 How the Stock Market Works
Sidebar → Learn → Lessons
Introductory lesson covering how public markets operate, what buying a share means, how prices are determined, and the role of stock exchanges.
How: Click the lesson card → Read the material → Take the quiz at the end.
🎓 What Is an ETF?
Sidebar → Learn → Lessons
Learn what exchange-traded funds are, how they differ from individual stocks, why expense ratios matter, and why ETFs are popular with new investors.
How: Click the lesson card → Read the material → Take the quiz at the end.
🎓 Getting Started With Investing
Sidebar → Learn → Lessons
Practical first steps for new investors: goal setting, understanding risk tolerance, account types, time horizons, and where to begin.
How: Click the lesson card → Read the material → Take the quiz at the end.
Paper Trading — Basic
📊 Virtual Portfolio ($100,000 Starting Capital)
Sidebar → Trade → Paper Trading
Practice buying and selling stocks and ETFs at real market prices with $100,000 in virtual funds.
  • No real money involved — zero financial risk
  • Real-time prices reflected in all virtual trades
  • Track your portfolio performance over time
How: Search for a ticker → Click Buy → Enter the number of shares → Review the order details → Confirm.
Market Browse
📈 Stocks, ETFs & Crypto Markets
Sidebar → Markets → Stocks / ETFs / Crypto
View real-time prices, price history charts, and basic stats (market cap, volume, 52-week range) for thousands of assets across all major asset classes.
How: Click any asset in the Markets list → View its price chart → Review basic statistics.
Watchlist
⭐ Basic Watchlist (Up to 10 Items)
Sidebar → Watchlist
Save up to 10 stocks, ETFs, or crypto assets to a personal watchlist so you can monitor price changes at a glance from one place.
How: Open any stock page → Click “Add to Watchlist” → The asset appears in your Watchlist in the sidebar.
Article Library
📖 Article Library (10 Articles/Day)
Sidebar → Learn → Articles
Browse 1,000+ investing articles. Free-tier access covers introductory topics with up to 10 article reads per day.
How: Go to Learn → Articles → Browse by topic or search → Click any article to read.
Account & Settings
⚙️ Account Setup & Profile
Sidebar → Settings
Manage your profile, adjust notification preferences, and toggle between dark and light mode.
How: Click your avatar or Settings in the sidebar → Update your profile details → Save changes.
🔒What's Not Included on Free
  • 🔒Full Education Library — 50+ lessons, learning paths, quizzes, and certificatesUpgrade to Starter
  • 🔒Unlimited Paper Trading Capital ($1M) — start with one million in virtual fundsUpgrade to Starter
  • 🔒Price Alerts — get notified when any stock hits your target priceUpgrade to Starter
  • 🔒Backtesting Engine — test strategies against up to 5 years of historical dataUpgrade to Starter
  • 🔒Algo Signals Dashboard — automated buy/sell signals based on technical analysisUpgrade to Pro
  • 🔒Advanced Charts — 20+ technical indicators, drawing tools, multi-ticker comparisonUpgrade to Pro
  • 🔒Market Scanner — screen thousands of stocks with custom real-time filtersUpgrade to Pro
  • 🔒DM System — direct message community members and discuss tradesUpgrade to Elite
Frequently Asked Questions
Is Free really free forever?
Yes. No credit card, no trial timer, no expiration. You stay on Free until you choose to upgrade. There are no hidden charges.
Can I paper trade on Free?
Yes. Free users start with $100,000 in virtual capital and can buy and sell stocks and ETFs. Upgrade to Starter to increase your virtual capital to $1,000,000.
How many lessons do I get for free?
3 lessons: “How the Stock Market Works”, “What Is an ETF?”, and “Getting Started With Investing”. Upgrading to Starter unlocks the full library of 50+ courses.
What happens when I upgrade?
You get instant access to your new tier's features the moment your payment processes. Your paper trading history and learning progress carry over — nothing is lost.
⬆️Upgrade Path
Ready to go deeper? Unlock the full education library (50+ lessons), a $1,000,000 virtual portfolio, price alerts, and the backtesting engine for just $19.99/mo.
Upgrade to Starter →
📌Tier Overview
$19.99
Per Month
$219.99
Per Year (Save ~$20)
50+
Lessons Unlocked
$1M
Virtual Portfolio

Best for: Active learners who want to practice seriously. Everything in Free, plus the full education library, $1M paper portfolio, backtesting engine, price alerts, webinars, and achievements.

Getting Started
  1. 1
    Upgrade at wealthsignal.net/pricing — choose Starter monthly ($19.99/mo) or annual ($219.99/yr) to save ~$20.
  2. 2
    Complete Stripe checkout — you get instant access to all Starter features the moment your payment processes.
  3. 3
    Your paper portfolio upgrades to $1,000,000 in virtual capital — your existing trade history is preserved.
  4. 4
    Start the “Investing Fundamentals” learning path — a structured multi-lesson sequence with quizzes and checkpoints.
  5. 5
    Set your first price alert on a stock you are watching — you will be notified via app and email when it hits your target.
  6. 6
    Run your first backtest to see how a strategy like Buy & Hold or DCA performed on real historical data.
📄Feature Guide
Full Education Library
🎓 50+ Lessons & Learning Paths
Sidebar → Learn → Lessons or Learning Path
All courses unlocked: Stocks 101, Options Basics, Technical Analysis, Portfolio Theory, ETF Investing, and more.
  • Learning Paths: Structured multi-lesson sequences with quizzes and checkpoints
  • Progress Tracking: See your % completion per course at a glance
  • Quizzes: Test your knowledge after every lesson
  • Certificates: Earn shareable, downloadable completion certificates
How: Choose a course → Click “Start Lesson” → Watch or read the content → Take the quiz → Earn your certificate.
Paper Trading
📊 Full Paper Trading ($1M Virtual Capital)
Sidebar → Trade
Start with $1,000,000 in virtual funds. Buy and sell stocks, ETFs, options, and crypto.
  • Options trading: Full Greeks display — Delta, Gamma, Theta, Vega
  • Reset button: Wipe your portfolio and start fresh anytime
  • Trade history: Full P&L breakdown per individual trade
How: Search a ticker → Select Buy or Sell → Enter shares or contracts → Review the order summary → Confirm.
Backtesting Engine
🔬 Backtesting Engine (6 Strategies, 5 Years Data)
Sidebar → Backtest
Test how investing strategies would have performed on real historical data.
  • 6 built-in strategies: Buy & Hold, SMA 20/50 Crossover, Golden Cross, RSI Mean Reversion, 12-Month Momentum, Dollar-Cost Averaging (DCA)
  • Up to 5 years of historical market data per run
  • Metrics: CAGR, Sharpe Ratio, Max Drawdown, Win Rate, equity curve chart, full trade log
  • Benchmark: Compare vs SPY
How: Select a strategy → Choose a ticker and date range → Click “Run Backtest” → Review the results, equity curve, and trade log.
Price Alerts
🔔 Price Alerts
Sidebar → Alerts  |  Any stock page → “Set Alert”
Get notified the moment a stock, ETF, or crypto hits your target price.
  • Set upper (above) or lower (below) threshold alerts on any asset
  • Alerts delivered via in-app notification and email
How: Open any stock → Click “Set Alert” → Choose above or below → Enter your target price → Save the alert.
Watchlist
⭐ Unlimited Watchlist
Sidebar → Watchlist
Track unlimited stocks, ETFs, and crypto in one place. See price changes at a glance with no 10-item cap.
How: Open any asset → Click “Add to Watchlist” → View all watched assets in the Watchlist section of the sidebar.
Webinars & Weekly Lessons
🎥 Webinars (Full Access)
Sidebar → Learn → Webinars
Access all live and recorded webinars — market analysis, investing strategy deep-dives, and platform walkthroughs.
How: Go to Learn → Webinars → Browse upcoming or recorded sessions → Click to watch.
📅 Weekly Lessons
Sidebar → Learn → Weekly Lessons
A new curated lesson delivered every week. Track your learning streak to build a consistent habit.
How: Go to Learn → Weekly Lessons → Complete this week's lesson → Your streak counter updates automatically.
Progress & Achievements
🏆 Achievements & Badges
Sidebar → Profile → Achievements
Earn badges for completing lessons, making paper trades, and hitting platform milestones. Track your overall WealthScore.
How: Complete lessons and trades → Badges unlock automatically → View all earned badges in Profile → Achievements.
📈 Progress Dashboard
Sidebar → Progress
Centralized view of all your learning activity: completed courses, quiz scores, current learning path position, and WealthScore history.
How: Click Progress in the sidebar → Review your overall completion % → Drill into individual courses.
Article Library
📖 Article Library (25 Articles/Day)
Sidebar → Learn → Articles
Up to 25 article reads per day — more than double the Free tier — across all 1,000+ articles in the library.
How: Go to Learn → Articles → Filter by topic or search → Click any article to read.
🔒What's Not Included on Starter
  • 🔒Algo Signals Dashboard — automated buy/sell signals from technical analysis algorithmsUpgrade to Pro
  • 🔒Advanced Charts — 20+ indicators, drawing tools, multi-ticker comparisonUpgrade to Pro
  • 🔒Universal Market Scanner — screen thousands of stocks with custom real-time filtersUpgrade to Pro
  • 🔒Copy Trading — follow top-performing paper traders and one-click copy their tradesUpgrade to Pro
  • 🔒Recurring Investments / Auto-Invest — schedule automatic paper trades on any frequencyUpgrade to Pro
  • 🔒Portfolio Analytics & Risk Profiles — sector allocation, risk scoring, Sharpe ratio, drawdown analysisUpgrade to Pro
  • 🔒DM System — direct message community membersUpgrade to Elite
  • 🔒Coaching Sessions — 1-on-1 personal sessions with a WealthSignal mentorUpgrade to Elite
Frequently Asked Questions
Can I cancel anytime?
Yes. Cancel anytime from Settings → Billing. You keep full Starter access through the end of your current billing period, then your account reverts to Free automatically.
Does my paper portfolio reset when I upgrade?
No. Your full trade history and portfolio state carry over intact. Additional virtual capital is added to your existing balance — nothing is wiped or reset.
How do I earn certificates?
Complete all lessons in a course and pass the final quiz. Your certificate is downloadable as a PDF and shareable directly from your profile page.
What backtesting strategies are included?
6 strategies: Buy & Hold, SMA 20/50 Crossover, Golden Cross, RSI Mean Reversion, 12-Month Momentum, and Dollar-Cost Averaging (DCA). All testable on any ticker with up to 5 years of historical data.
⬆️Upgrade Path
Ready for professional tools? Add algo signals, advanced charts with 20+ indicators, universal market scanner, copy trading, recurring investments, and full portfolio analytics for $59.99/mo.
Upgrade to Pro →
📌Tier Overview
$59.99
Per Month
$659.99
Per Year (Save ~$60)
20+
Chart Indicators
Backtest Runs

Best for: Serious investors who want data-driven insights. Everything in Starter, plus algo signals, advanced charting, market scanner, copy trading, recurring investments, live WebSocket data, and full portfolio analytics.

Getting Started
  1. 1
    Upgrade at wealthsignal.net/pricing — choose Pro monthly ($59.99/mo) or annual ($659.99/yr).
  2. 2
    Explore the Algo Signals dashboard — your first view of real-time automated signals across stocks, ETFs, and crypto.
  3. 3
    Set up the Market Scanner with your custom screening criteria to surface assets that match your strategy.
  4. 4
    Build an advanced chart with your preferred technical indicators — RSI, MACD, Bollinger Bands, EMA, and more.
  5. 5
    Run a multi-strategy backtest comparison to see which approach best fits your goals and risk profile.
  6. 6
    Set up recurring investments in your paper portfolio to automate dollar-cost averaging practice on any schedule.
📄Feature Guide
Pro includes everything in Starter — full education library, $1M paper portfolio, backtesting, price alerts, unlimited watchlist, webinars, weekly lessons, achievements — plus the Pro-exclusive features below.
Algo Signals
🔌 Algo Signals Dashboard
Sidebar → Signals
Automated buy/sell signals generated from technical analysis algorithms in real time.
  • Signals for stocks, ETFs, and crypto across all major markets
  • Signal strength indicators showing conviction level
  • Trend direction context for each signal
  • Historical signal accuracy tracking
How: Navigate to Signals → Choose your market (Stocks/ETFs/Crypto) → Filter by signal type → Review each signal's supporting data and strength score.
Advanced Charts
📐 Advanced Charts (20+ Indicators)
Sidebar → Chart  |  Any stock page → “Advanced Chart”
Professional-grade charting suite with everything a technical analyst needs.
  • 20+ indicators: RSI, MACD, Bollinger Bands, EMA, SMA, ATR, Stochastic, VWAP, and more
  • Drawing tools: trend lines, support/resistance levels, price channels, Fibonacci retracements
  • Chart types: Candlestick, Line, Bar, Area
  • Compare multiple tickers overlaid on a single chart
How: Search any ticker → Select your chart type → Click “Indicators” to add layers → Use drawing tools to annotate key levels.
Market Scanner
🔍 Universal Market Scanner
Sidebar → Scanner
Screen thousands of stocks in real time with fully custom filter combinations.
  • Filters: price, volume, sector, % change, RSI, moving averages, market cap
  • Pre-built daily scans: momentum leaders, oversold bounces, gap-ups, and more
  • Save and name your scanner configurations for instant reuse
How: Open Scanner → Select your filters → Set threshold values → Click Scan → Review the results list → Click any result to open its full page.
Copy Trading
🔁 Copy Trading (Follow Top Traders)
Sidebar → Copy Trading
See exactly what the top-performing paper traders on the platform are buying and selling.
  • View trader profiles: win rate, total return %, strategy style description
  • One-click copy any open position directly into your own paper portfolio
How: Browse the leaderboard → Click a trader's profile → View their open positions → Click “Copy Trade” on any position you want to mirror.
Recurring Investments
📅 Recurring Investments (Auto-Invest)
Sidebar → Recurring  |  Trade → Recurring tab
Schedule automatic paper trades to practice consistent investing strategies on autopilot.
  • Frequencies: weekly, monthly, quarterly, or yearly
  • Set custom dollar amounts per ticker
  • Ideal for practicing dollar-cost averaging over months or years
How: Click “Set Recurring” on any asset → Choose frequency → Set the dollar amount → Confirm the schedule.
Portfolio Analytics
📊 Portfolio Analytics & Risk Profiles
Sidebar → Portfolio → Analytics
In-depth portfolio performance and risk analysis tools.
  • Sector allocation breakdown and geographic exposure map
  • Risk score: conservative / moderate / aggressive with explanation
  • Sharpe ratio, beta, and correlation analysis
  • P&L history charts and drawdown analysis over time
How: Open Portfolio → Click the “Analytics” tab → Review your risk profile → Drill into sector and geographic breakdown.
🎮 Correlation Heatmap
Sidebar → Portfolio → Correlation
Visualize how your holdings move relative to each other. Identify concentration risk and diversification gaps at a glance.
How: Open Portfolio → Click “Correlation” → Hover over any cell to see the correlation coefficient between two specific holdings.
Leaderboard & Strategy Builder
🏆 Full Leaderboard (Participate & Compete)
Sidebar → Leaderboard
See your rank among all WealthSignal traders. Compete in weekly and monthly challenges. Filter the board by return %, win rate, or trade count.
How: Open Leaderboard → View your current global rank → Filter by time period or metric → Click any trader to see their full profile.
⚙️ Strategy Builder
Sidebar → Strategy Builder
Build fully custom paper trading strategies with your own entry and exit conditions. Move beyond the 6 pre-built strategies into fully personalized rule sets.
How: Open Strategy Builder → Define entry conditions → Set exit rules → Save the strategy → Apply it in backtesting or paper trading.
Live Market Data
⚡ Live WebSocket Market Data
Active automatically when logged in as Pro+
Real-time price feeds via persistent WebSocket connection. Your portfolio value and all watched assets update live without any page refresh.
How: No setup required. WebSocket data activates automatically for all Pro and Elite accounts while you are logged in.
🔒What's Not Included on Pro
  • 🔒DM System — direct message any community member (50 messages/day)Upgrade to Elite
  • 🔒1-on-1 Coaching Sessions — monthly personal session with a WealthSignal mentorUpgrade to Elite
  • 🔒Early Webinar Access — first pick on limited-seat live sessions before other tiersUpgrade to Elite
  • 🔒Priority Customer Support — high-priority ticket queue with faster response timesUpgrade to Elite
  • 🔒Real Trading Priority Waitlist — front-of-line access when real-money trading launchesUpgrade to Elite
Frequently Asked Questions
How do algo signals work?
Signals are generated by technical analysis algorithms — RSI, MACD, moving average crossovers, and others. They are indicators to inform your analysis, not financial advice. Always apply your own judgment before acting on any signal.
Can I set up DCA automatically?
Yes. Use Recurring Investments (Sidebar → Recurring) to schedule automated buys at any frequency — weekly, monthly, quarterly, or yearly — for any dollar amount on any asset.
How accurate is the market scanner?
The scanner uses real-time market data, so it accurately reflects current conditions. The quality of results depends on your filter configuration. We recommend combining scanner output with your own analysis.
Is there a limit on backtesting runs?
No limit. Pro users can run unlimited backtests on any ticker with any of the available strategies across up to 5 years of historical data.
⬆️Upgrade Path
Want the full experience? Get DM access to community members, monthly personal coaching sessions, early webinar access, priority support, and real trading priority waitlist for $99.99/mo.
Upgrade to Elite →
📌Tier Overview
$99.99
Per Month
$1,099.99
Per Year (Save ~$100)
1 / mo
Coaching Session
50 / day
DM Messages

Best for: Power users who want the full WealthSignal experience. Everything in Pro, plus the DM community, personal coaching, early webinar access, priority support, real trading priority access, and the Elite badge.

Getting Started
  1. 1
    Upgrade at wealthsignal.net/pricing — choose Elite monthly ($99.99/mo) or annual ($1,099.99/yr) for the best value.
  2. 2
    Book your first coaching session — go to Sidebar → Coaching → Book Session. It is a 30-minute 1-on-1 video call with a WealthSignal mentor.
  3. 3
    Explore the DM System — go to Messages in the sidebar, introduce yourself to the community, and start connecting with other serious investors.
  4. 4
    Enable early-access webinar notifications so you are first to know when new sessions open before other tiers can register.
  5. 5
    Check your leaderboard profile — your purple Elite badge and priority ranking display are now active.
  6. 6
    Real trading waitlist: you are automatically placed at the front of the priority waitlist for real-money trading when it launches. No action needed.
📄Feature Guide
Elite includes everything in Pro — full education library, $1M paper portfolio, backtesting, algo signals, advanced charts, market scanner, copy trading, portfolio analytics, live WebSocket data — plus the exclusive Elite features listed below.
DM System
💬 DM System (Direct Messaging)
Sidebar → Messages
Send direct messages to any WealthSignal community member.
  • 50 messages per day — limit resets at midnight UTC
  • Share analysis, discuss open positions, network with serious investors
  • Spam and link filters keep conversations clean and relevant
How: Go to Messages → Click “New Message” → Search for a user by name or username → Type your message → Press Send.
Coaching
🏢 Coaching Sessions (1 per Month)
Sidebar → Coaching → Book Session
One personal coaching session per month with a WealthSignal mentor — included in your Elite subscription.
  • 30-minute video call sessions
  • Topics: paper portfolio review, strategy refinement, identifying learning gaps, market discussion
  • Book via the in-platform coaching calendar at your convenience
How: Click “Book Session” → Select an available time slot → Confirm the booking → Receive a calendar invite with the video call link.
Webinar Access
⭐ Early Webinar Access
Sidebar → Learn → Webinars
Access all webinars before they open to Starter and Pro tiers. First pick on limited-seat live sessions — never miss out because spots filled before you could register.
How: Go to Learn → Webinars → Look for the Elite badge marking early-access events → Register while seats are still open.
Priority Support
🆕 Priority Customer Support
Any page → Help → Contact Support
Your support tickets are automatically flagged as High Priority. Faster response times and a dedicated escalation path for unresolved issues.
How: Submit a support request via the Help center — your ticket is automatically routed to the priority queue as an Elite member.
Real Trading Priority Access
💰 Real Trading Priority Waitlist
Automatic — no setup required
Automatically placed at the front of the waitlist for real-money trading when it launches (pending SEC registration).
  • Elite members get first access the day real trading goes live
  • Your existing paper portfolio history and analytics transfer seamlessly to real trading
How: No action needed. Elite status automatically places you at the front of the waitlist. You will receive a direct notification the moment real trading opens.
Community Status
👑 Elite Badge & Community Status
Visible on your public profile and leaderboard entry
A purple Elite badge displayed on your community profile and leaderboard entry, recognizing you as a top-tier member of the WealthSignal community.
How: Automatic. Your Elite badge appears on your profile the moment your subscription activates.
Full Platform Access
✅ Every Current & Future Feature
All sections of the platform — no restrictions
Elite members have unrestricted access to every feature on the platform today and every new feature as it ships. No gates, no upgrade prompts, no per-feature limits anywhere.
How: Explore any section of the platform freely. If it exists on WealthSignal, you have full access to it.
Frequently Asked Questions
How do I book a coaching session?
Go to Sidebar → Coaching → Book Session. Sessions are 30 minutes via video call. You will receive a calendar invite with the meeting link after confirming your chosen time slot.
What is the DM message limit?
50 messages per day. The limit resets at midnight UTC. The cap exists to keep the DM system responsive and spam-free — it is not a meaningful constraint for normal conversation.
When does real trading launch?
We are working through SEC registration. There is no specific launch date yet. Elite members get priority access the day it goes live and will be notified directly — no action required on your end.
Can I use Elite for business purposes?
Elite is the top individual consumer tier. If you need multi-user or team access for a business, see our Business plans at /business.
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SEC registration pending · Paper trading is for educational purposes only · Terms · Privacy