Documentation

Turn market data into a decision you can explain, size, save, and review.

User Guide

How to use Capital Companion's AI-powered features for stock analysis and trading

Getting Started with Capital Companion

Learn how to use Capital Companion to move from AI stock analysis to a defined trade plan with clear risk, position size, and outcome review.

Technical Analysis: From Chart to Trade Plan

Learn how to turn technical analysis and chart patterns into a defined thesis, entry, invalidation level, target, position size, and review process.

Stock Risk Management: Position Size, Stops & R-Multiples

Learn how to define risk per trade, calculate position size, set invalidation levels, compare R-multiples, and review outcomes with AI assistance.

AI Trading Dashboard: From Signals to Decisions

Learn how to use the Capital Companion dashboard to synthesize market context, scans, and AI analysis into a smaller set of clear trading decisions.

AI Stock Analysis: From Data to a Trade Plan

Learn how AI stock analysis can synthesize market data into a clear thesis, entry, stop, target, position size, and reviewable trade plan.

How to Analyze AI Stocks Before You Buy

Use a repeatable framework to research AI stocks, compare business quality and valuation, define risk, and avoid buying on a signal alone.

Choosing an AI Stock Analysis Assistant

Learn what to look for in an AI stock analysis assistant that explains its reasoning, defines risk, reduces data overload, and keeps you in control.

Trading Strategies: Build a Repeatable Process

Compare common trading strategies and learn how to turn any setup into repeatable rules for entry, risk, position size, exit, and review.

How to Find and Validate Trade Ideas With AI

Learn how to find trade ideas, filter weak signals, validate the thesis and risk, and turn the strongest setups into reviewable trade plans.

Risk/Reward Ratio: Formula, Examples & Calculator

Learn the risk/reward ratio formula, calculate R-multiple and breakeven win rate, and test an entry, stop, and target with a free calculator.

AI Investing Apps: Turn Market Data Into Decisions

Learn how AI investing apps can organize market data into clear analysis, defined risk, and a decision process you remain responsible for.