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.

Seth Hobson

Welcome to Capital Companion, your second opinion for every trade. This guide will help you get started with our platform's key features and show you how to trade with more confidence.

Quick Commands to Get Started ⚡

Save time with these essential commands:

"Show Market Overview" - Get real-time market pulse
"Analyze AAPL" - Quick stock analysis
"Set Risk Profile" - Configure your trading parameters
"Show My Dashboard" - Access your personalized view

Your AI Trading Dashboard 🎯

When you first log in, here's your command center:

Your personalized AI trading dashboard Your personalized trading command center

Market Pulse 📊

The Market Pulse panel provides real-time market insights, including:

  • S&P 500 and NASDAQ performance
  • Key economic indicators
  • Market sentiment analysis
  • Volatility measures (VIX)

This information is continuously updated to give you a comprehensive view of current market conditions.

Stock Analysis Chat 💬

Here's where the magic happens. Our chat interface is like having a trading mentor available whenever you need advice.

Starting an Analysis 🔍

1. Click "New Chat"
2. Enter: "Analyze AAPL"
3. Ask follow-ups like:
   "Show support levels"
   "What's the risk/reward?"

Stock analysis chat interface Your trading assistant in action

Example Queries That Get Results ✨

"Analyze AAPL's current technical setup"
"Show TSLA support and resistance"
"Find NVDA entry points"

Power User Tools 🛠️

  • Click "Show Tools" for pro features
  • Create you own custom prompts
  • Create your own watchlists
  • Set price alerts

Setting Up Your Risk Profile ⚖️

First things first - let's dial in your risk settings:

1. Go to your Profile
2. Select your Risk Persona:
   - Conservative 🐢
   - Balanced ⚖️
   - Aggressive 🚀
3. Set your Risk Tolerance (1-100)
4. Enter your Account Size

Risk profile configuration panel Customize your risk parameters

Understanding AI Analysis 🧠

Your AI assistant specializes in:

Technical Analysis 📈

  • Chart patterns
  • Trend identification
  • Support/resistance
  • Moving averages
  • Volume analysis

Risk Analysis ⚠️

Market Context 🌐

  • Sector performance
  • Relative strength
  • Sentiment analysis
  • News impact

Pro Tips for Better Results 🎯

Be Specific

Instead of:

"How's AAPL?"

Try:

"Show AAPL's daily technical levels and potential entries"

Use Multiple Timeframes ⏱️

"Show AAPL analysis on daily and weekly charts"
"Compare TSLA 4-hour and daily trends"

Leverage Tools Menu 🧰

  • Access analysis templates
  • Use scanning tools
  • Review stocks in the Maverick Top Stocks list

Common Questions 💭

Q: How often does the AI update its analysis?

A: Market data and analysis are updated daily. During market hours, prices are updated in real-time.

Q: How does Capital Companion determine risk levels for trades?

A: It combines your personal risk profile settings, account size, and market volatility to suggest position sizes and stop levels that match your risk tolerance.

Q: Does Capital Companion trade for me?

A: No - it provides analysis and insights, but it isn't connected to your brokerage account.

Next Steps 🚀

Complete Your Profile

1. Set your risk persona
2. Configure your risk tolerance
3. Add your account size

Run Your First Analysis

1. Pick a familiar stock
2. Use AI chat for analysis
3. Review recommendations

Save Key Insights 💡

  • Create you own custom prompts 💬
  • Create your own watchlists 👀
  • Set price alerts 🔔

If you are still shaping the setup, start with the free trading plan template to define the thesis, entry, stop, target, and size before you save it in the review desk.

Getting Help 🆘

Need human assistance?

  • Use the AI chat feature to ask questions about stocks and trading strategies
  • Review our documentation for detailed guides and tutorials

Remember: Capital Companion enhances your trading decisions but doesn't make them for you. Always combine AI insights with your own research and risk management.

Ready to dive deeper? Check out these guides to level up your trading:

Ready to start trading smarter? 🚀

Happy trading! 📈

Disclaimer: This information is for educational purposes only and not investment advice. Always conduct your own research or consult with a professional financial advisor before making investment decisions.

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