Review the Trade Before You Take It

Run a structured trade review, size the risk, save the plan, and come back later with a clear record of what happened.

Save trade plans
Share audit sheets

Trade Review Sheet

Saved
NVDA Swing Review

Conservative swing recipe

Plan

Entry

$225.32

Stop

$210.42

Target

$255.12

Position size 33 shares
Outcome Open
Sheet Ready to share

Educational analysis only. Not investment advice.

Plan, Save, Review.

The workflow is built around a saved trade plan, not another loose opinion.

Structured Reviews

Run a repeatable review before entry instead of improvising from a blank page.

  • Check the setup before you trade
  • Save the exact inputs and output
  • Keep free and paid recipes in one desk

Audit Sheets

Turn a review into a shareable sheet with the numbers, assumptions, and disclosure.

  • Print or save as PDF
  • Share a public sheet link when needed
  • Keep owner-only sheets private by default

Outcome Loop

Mark what you did and what happened, then compare it to the original plan.

  • Track executed, modified, or ignored plans
  • Record outcome and R multiple
  • Revisit history from one place

Traders Like You

They wanted a cleaner record before and after entry.

"I stopped treating my notes, calculator screenshots, and trade ideas as separate things. The saved plan makes it obvious what I was supposed to do."
JM

James M.

Swing Trader

"The calculator-to-plan flow is what clicked. I can size the trade, save it, and send the sheet before I put the order in."
SR

Sarah R.

Day Trader

"History is useful because it is tied to the actual setup. I can mark whether I took the trade and record the outcome without rebuilding the context."
DT

David T.

Position Trader

Structured Review Workflow
Saved Audit Sheets
Outcome Journal

Ready to Save the Plan?

Open the review desk to run recipes, save sheets, and track what happened after entry.

Capital Companion

AI-powered trading assistant for retail traders and investors.

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Simple, Transparent Pricing

Choose the plan that fits your trading style

Free

$0 /month
  • 25 AI requests/month
  • Basic stock data
  • 5 price alerts
  • AI stock analysis
  • 5 saved trade plans and shareable sheets
Get Started
Most Popular

Basic

$9.99 $14.99
/month
  • 50 AI requests/month
  • Full AI chat
  • All stock data
  • 50 price alerts
  • 5 saved trade plans and shareable sheets
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Pro

$29.99 $49.99
/month
  • 150 AI requests/month
  • Full AI chat
  • Full review history and premium recipes
  • 200 price alerts
  • Share management and exportable sheets
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Best Value

Ultimate

$99.99 $199.99
/month
  • 1,000 AI requests/month
  • Everything in Pro
  • Custom AI personalities
  • API access
  • Dedicated support
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Save 17% with annual billing