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Capital Companion

Provides calculators for position sizing and risk/reward, one-click trade plans, outcome journaling with R-multiple tracking, and AI analysis of technicals and sentiment

capitalcompanion.aiPersonal UtilitiesOct 2024Clemmons, United States1-10

The product is a trading review desk with free calculators for position sizing and risk/reward, one-click trade plans, and a journal that records outcomes and R-multiples for later review, plus AI analysis of technicals and sentiment. It is for individual active stock traders who manage their own risk and want structured pre-trade planning. It is delivered as a web-based SaaS with a free tier and paid monthly/annual subscriptions that add AI requests, alerts, and watchlists.

Key features

  • Position size calculator
  • Risk/reward calculator
  • Win rate calculator
  • Market pulse indicator
  • AI stock analysis
  • One-click trade plans
  • Shareable audit sheets
  • Price alerts
  • Watchlists
  • Screener preview
  • Trade journal and outcome tracking
  • R-multiple tracking
  • Technical analysis and risk metrics
  • Coiled setup scanner
  • Audio briefings
  • Chart vision AI
  • No social media activity within the last 30 days
GTM channels
  • Blog
  • API
  • Docs
ICP
  • Consumers general
  • Financial services firms