Capital Companion

Description

Capital Companion serves as an AI stock analysis assistant designed to empower active traders and investors. It provides instant technical analysis, enabling users to make informed decisions with confidence. The platform focuses on structured trade planning, risk management, and post-trade review, moving beyond subjective opinions to a data-driven approach.

At its core, Capital Companion is built around a saved trade plan that incorporates position sizing and risk management. This structured methodology helps users avoid impulsive trades. The platform facilitates repeatable technical analysis reviews before trade entry, ensuring a thorough check of the setup. Users can save the exact inputs and outputs of these reviews, keeping both free and paid recipes organized within a central desk.

Key capabilities include structured trade reviews, where users can run a technical analysis review instead of improvising. These reviews can be turned into shareable audit sheets, complete with numerical data, position sizing details, assumptions, and disclosures. These sheets can be printed, saved as PDFs, or shared via a public link, while owner-only sheets remain private by default. The platform also features an outcome tracking and journal function, allowing users to mark executed actions and compare them against their original plans. This built-in trading journal helps track executed, modified, or ignored plans, record outcomes, and revisit trade history from a single location.

Capital Companion is targeted at retail traders and investors who are looking for professional-grade tools without the prohibitive cost. It aims to provide clarity and reduce second-guessing in trading decisions. The platform offers free tools, including real-time market sentiment analysis, a position calculator, risk/reward analysis, and win rate tracking, requiring no signup or credit card for initial use. Paid plans offer increased AI analysis requests, full chat capabilities, premium recipes, and advanced features like share management and exportable sheets.

The value proposition lies in providing an AI-powered assistant that democratizes access to sophisticated stock analysis and risk management tools. It helps traders, from swing traders to day traders and position traders, to stop making impulsive decisions, manage risk effectively through precise position sizing, and maintain emotional control by having a second opinion on trades.

Capital Companion's Core Features

• AI-powered stock analysis

• Instant technical analysis

• Position sizing calculator

• Risk management tools

• Save and review trade desk

• Structured trade reviews

• Shareable audit sheets

• Outcome tracking and journal

• Real-time market sentiment

• Free tools available

• No credit card required for free tools

• Multiple pricing tiers

• Educational analysis provided

How to use Capital Companion?

1. 1

   Configure: Set up your trade plan with entry, stop, and target prices.

2. 2

   Size: Use the position calculator to determine optimal share quantity based on risk.

3. 3

   Review: Run a structured technical analysis review before executing the trade.

4. 4

   Save: Save your trade plan and review details as a shareable audit sheet.

5. 5

   Track: Record the trade outcome and compare it against your original plan in the journal.

6. 6

   Optimize: Revisit your trade history and journal entries to refine your strategy.

Capital Companion's Use Cases

• Trade Planning
• Risk Management
• Technical Analysis
• Trade Review
• Outcome Tracking
• Shareable Insights
• Market Sentiment
• Performance Analysis

FAQ from Capital Companion

• What is Capital Companion?

  Capital Companion is an AI-powered stock analysis assistant for active traders and investors. It combines instant technical analysis, position sizing, and risk management with a trade review desk where users plan, save, and review trades.

• Is Capital Companion free to use?

  Yes, you can start with 10 free AI analysis requests and use the free calculators without a credit card. Paid plans offer more AI requests and premium features.

• How does the AI stock analysis work?

  You can ask about any US stock, and the AI assistant reviews technical indicators, trends, and market context to provide a structured read. This analysis can be used to create a saved trade plan.

• What is a position size calculator?

  A position size calculator helps determine how many shares to trade based on account size, desired risk percentage, and stop-loss distance, ensuring consistent risk per trade.

• How do I size a stock position with Capital Companion?

  Decide your risk per trade (e.g., 0.25% to 1% of your account), then divide that dollar risk by your risk per share (entry price minus stop price). The calculator does this instantly and saves it to your plan.

• Do I need a credit card to start using Capital Companion?

  No, you can create an account and use 10 free AI analysis requests and free trading tools without providing a credit card. Upgrades are optional.

• What are shareable audit sheets?

  Shareable audit sheets are detailed summaries of your trade reviews, including numbers, position sizing, assumptions, and disclosures, which can be printed, saved as PDF, or shared via a public link.

• Can I track my past trades?

  Yes, Capital Companion features an outcome tracking and journal function to mark what you did, what happened, and compare it to your original plan.

• What is the difference between free and paid plans?

  Free plans offer limited AI requests and basic tools. Paid plans provide more AI requests, full chat, premium recipes, advanced review history, and share management features.

• Is the analysis provided considered investment advice?

  No, the analysis provided is for educational purposes only and is not investment advice.