Product overview
What is Capital Companion?
Capital Companion is a trade-planning and review tool for active traders and investors. It combines free position-sizing and risk calculators with saved trade plans, price alerts, outcome tracking, and AI analysis of US stocks. The workflow is designed to record entry, stop, target, position size, and eventual result so a trader can compare the original plan with what happened.
The AI analyst reviews technical indicators, trends, sentiment, and market context, then presents a structured explanation in plain language. Calculators can be used without an account; an account is needed to save a calculation as a trade plan.
How to Use Capital Companion
- Use a position-size or risk calculator to define the trade and its risk before entry.
- Save the calculation as a trade plan with an audit sheet and price alerts.
- After the trade closes, record the outcome and R-multiple.
- Review the journal to compare planned behavior with actual results.
Core Features
- Trading calculators: Covers position sizing, risk and reward, win rate, and market sentiment.
- Saved trade plans: Records entry, stop, target, position size, and a shareable audit sheet.
- Outcome journal: Tracks results and R-multiples for later review.
- AI stock analysis: Reviews technical indicators, trends, sentiment, and market context for US stocks.
- Price alerts: Connects monitoring to a saved trade plan.
Use Cases
- Pre-trade risk planning: Define position size and downside before placing an order.
- Setup review: Ask the AI analyst for a structured second opinion on a US stock.
- Performance journaling: Compare planned setups with outcomes over time.
Pricing
The Free plan costs $0 per month and includes 25 AI requests per month, basic stock data, five price alerts, AI stock analysis, and up to ten saved trade plans with shareable sheets. The calculators work without an account or credit card.
Frequently Asked Questions
Can the calculators be used without an account?
Yes. Position size, risk and reward, and win-rate calculators are available without an account.
What does a saved trade plan contain?
It records the entry, stop, target, and position size before the trade, then supports alerts and outcome review.
Which stocks can the AI analyze?
The official page describes AI analysis for US stocks.
