Analyze
Ask about a US stock and review technical indicators, fundamentals, market context, and the evidence behind the response.
How Capital Companion works
An AI trading assistant built around your trade plan
Bring stock analysis, trading risk management tools, alerts, and outcome review into one repeatable process. You make the decision; Capital Companion keeps the evidence and plan in view.
Start free. No credit card required.
01
One process from setup to review
Plan
Turn the setup into a written thesis with an entry, stop, target, and invalidation point before money is at risk.
Size the risk
Calculate share count, dollar risk, risk/reward, and the win rate the setup requires. The calculators work without an account.
Monitor
Save the plan and set price alerts so the original levels stay visible as market conditions change.
Review
Record the outcome and R-multiple, then compare what happened with the plan you made before the trade.
02
The tools stay connected to the decision
Analysis
Move from a question to a structured read
Capital Companion combines the conversational research people expect from AI stock analysis platforms with the planning, risk, and review steps that follow. Examine a setup, then carry useful evidence into a trade plan instead of leaving it in a chat transcript.
Risk
Define the loss before the position
Use position size, risk/reward, and win-rate calculators to connect the chart level to the amount of capital at risk.
Plan
Keep the original thesis reviewable
Save entries, stops, targets, invalidation, notes, and alerts together so later price movement does not rewrite the original decision.
Review
Compare the plan with the outcome
Record the result in R, review what changed, and build a history of decisions that is more useful than a list of wins and losses.
Decision support
Your process stays in charge
Capital Companion organizes evidence and calculations. It does not place trades, promise returns, or replace your own research.
What it helps you do
- Check a setup against current market context
- Write down the thesis and invalidation
- Calculate position size and risk
- Review the result against the plan
What remains your decision
- Whether the evidence is sufficient
- Whether to enter, adjust, or exit
- How much capital to put at risk
- When to consult a licensed advisor
03
Start with the part you need
Plan
Build a trading plan
Turn a signal into a thesis, entry, stop, target, size, and review process.
Risk
Calculate position size
Set account risk, entry, and stop to calculate share count and dollar risk.
Learn
Read the trading guides
Review practical guides to position sizing, risk/reward, trade planning, and outcomes.
Make the plan reviewable
Start with your next setup
Create a free account to analyze a stock and save the plan, or begin with a calculator that requires no account.