Platform Manual

Built for investors who want to research smarter, understand markets, and invest with greater confidence.

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Platform Manual

Overview

Getting Started

Account setup, membership, and platform navigation

1Creating Your Account
  1. Click "Sign In" in the top-right corner of any page
  2. Enter your email and create a password, or use Google login
  3. Verify your email address via the confirmation link sent to your inbox
  4. Complete your profile in Settings (name, location, investment interests)

Webinar Tip

New users can browse featured companies and 3 free news articles without a membership. Upgrade to unlock the full database.

2Understanding Membership ($7/month or $70/year)
  1. Navigate to the Membership page from the sidebar or footer
  2. Review the full list of member benefits (full database access, AI tools, watchlists, sentiment reports, etc.)
  3. Click "Unlock Echelon+" to subscribe — $7/month or $70/year
  4. Complete the Stripe checkout flow to activate your membership
  5. Manage or cancel anytime via the "Manage Subscription" button on the Membership page

Webinar Tip

Members get: full company/fund/crypto/NFT database, AI research assistant, watchlists, AI analyst reports, market analytics, weekly sentiment reports, personalized insights, and community posting rights.

3Navigating the Platform
  1. Desktop: Use the left sidebar to navigate between all major sections
  2. Mobile: Use the bottom tab bar (Dashboard, Funds, Assets, Watchlist, More)
  3. The "More" menu (mobile) opens a sheet with AI Assistant, Analysis Hub, News, Leaders, Learn, Community, Sentiment, and Data Transparency
  4. The "Assets" tab (mobile) opens a sheet to choose Companies, Real Estate, or Cryptocurrency & NFTs
  5. Your account menu (top-right) provides access to Settings and Sign Out

Webinar Tip

The platform is fully responsive — everything available on desktop is available on mobile, just reorganized for smaller screens.

EA
Echelon AtlasA platform by Echelon Capital LLC
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Self-Directed Platform: Echelon Atlas does not provide investment advice. All investment decisions are made solely by the user. Content is for educational and informational purposes only. Always conduct your own research and consult a qualified financial professional before making investment decisions.

Echelon Atlas is a platform owned and operated by Echelon Capital LLC, a Wisconsin-registered limited liability company. Echelon Capital LLC is not a registered investment adviser or broker-dealer. Nothing on this platform constitutes an offer to sell, a solicitation to buy securities, or personalized financial advice.