What is Capital Companion?
Features & Capabilities
🤖 AI-Powered Market Analysis
Instant Technical Analysis
Provides immediate technical analysis for US stocks.
Trend Predictions
Offers AI-driven predictions on market trends.
Real-time Market Insights
Delivers continuous, up-to-date market information and analysis.
Personalized Recommendations
Generates tailored trading suggestions based on advanced AI algorithms.
📊 Advanced Trading Intelligence
Pattern Recognition
Identifies complex trading patterns using AI to inform decisions.
Smart Portfolio Insights
Provides intelligent analysis and recommendations for optimizing your investment portfolio.
Custom Trading Alerts
Sends personalized notifications for specific market conditions or opportunities.
🛡️ Comprehensive Risk Management
Position Sizing Calculator
Helps determine optimal trade sizes based on individual risk tolerance.
Risk/Reward Analysis
Evaluates potential gains versus losses for prospective trades.
Portfolio Risk Metrics
Offers detailed metrics to assess and manage overall portfolio risk.
Win Rate Calculator
Analyzes trading performance by calculating win percentages and expectancy.
📈 Live Data & Market Tools
Live Market Data
Provides real-time data for key market indices like SPY and QQQ.
Market Pulse Indicator
Offers real-time sentiment and trend analysis for the broader market.
Screenshots & Demo
See Capital Companion in action with screenshots and video demonstrations
Product Screenshots
Capital Companion
AI-powered trading insights that transform market analysis
Ready to see more?
Experience Capital Companion firsthand with a free trial or schedule a personalized demo.
Real-World Use Cases
Automating AI-Powered Trading Analysis for Individual Investors
Individual investors often lack the time or resources for in-depth market analysis and struggle to keep up with real-time trends. Capital Companion provides instant technical analysis, trend predictions, and personalized trading recommendations powered by AI, enabling them to make smarter, data-driven decisions and potentially improve their win rates.
Industry: Financial Services • User Type: Individual Investor
Proactive Risk Management and Portfolio Optimization
Traders and investors need robust tools to manage risk and optimize their portfolios effectively to avoid significant losses. Capital Companion offers an advanced Risk Management Suite with position sizing, risk/reward analysis, and portfolio risk metrics, helping users make disciplined trading decisions aligned with their risk tolerance and improve overall portfolio performance.
Industry: Financial Services • User Type: Swing Trader
Enhancing Client Portfolio Strategies for Financial Professionals
Financial advisors and wealth management firms require sophisticated, yet affordable, tools to optimize client portfolios and provide competitive insights. Capital Companion delivers enterprise-grade AI-powered analysis, pattern recognition, and smart portfolio insights at an accessible price, empowering professionals to offer advanced, data-driven recommendations to their clients.
Industry: Financial Services • User Type: Financial Advisor
Frequently Asked Questions
Capital Companion AI is an AI-driven financial assistant that provides personalized investment insights, technical analysis, trend predictions, and market data for US stocks to help users make smarter trading and investing decisions.
It offers real-time market insights, personalized trading recommendations, pattern recognition, trend analysis, and advanced risk management tools such as position sizing calculators and risk/reward analysis. These features help users make more informed, disciplined decisions, potentially improving win rates and portfolio performance.
Yes, there is a free plan that includes 10 AI requests per month, allowing users to start analyzing stocks without a credit card.
The paid subscription costs $9.99/month and provides unlimited AI requests plus access to premium features for deeper analysis and enhanced trading tools.
Capital Companion AI is best suited for individual investors seeking real-time insights and personalized recommendations, financial advisors optimizing client portfolios, hedge funds and wealth management firms using AI for smarter analysis, and retail investors interested in portfolio optimization and forecasting.
It offers 24/7 AI-driven market analysis and support, personalized recommendations based on risk profiles and strategies, integration of technical and fundamental analysis, real-time sentiment analysis from news and social media, advanced risk metrics and management tools, and customizable dashboards and alerts.
Market data and analysis are updated daily, with real-time price updates during market hours.
No, it provides analysis and insights but does not connect to brokerage accounts or execute trades.
It uses your personal risk profile, account size, and market volatility to suggest appropriate position sizes and stop levels matching your risk tolerance.
To get started, you should set your risk persona and tolerance, add your account size, pick a stock to analyze using the AI chat, review recommendations and save key insights, and create custom prompts, watchlists, and price alerts.
Support is available via social media channels listed on the website, and human assistance can be accessed through the Intercom chat feature on the platform.
The login link is https://capitalcompanion.ai/sign-in and the sign-up link is https://capitalcompanion.ai/sign-up.
Need more information?
For specific questions about Capital Companion, pricing, or technical support, please contact the Capital Companion team directly through their official website.
Specifications
Available via:
Browser
Cloud
Built for:
Individual
Enterprise
Complexity:
No-code
No technical skills required
Pricing Plans
Free
Free plan with basic features
Free
- 10 free AI requests monthly
Most Popular
Capital Companion
Best for growing teams
$9.99
/monthly
- Unlimited AI requests
- Premium features
- Real-time market analysis
- Custom trading alerts
- Personalized recommendations
- Pattern recognition
- Trend predictions
- Smart portfolio insights
- Position sizing calculator
- Risk/reward analysis
- Portfolio risk metrics
✓ Free plan • ✓ Plans from $9.99 / monthly
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