Plan the trade. Trade the plan.

Free calculators size your position and define your risk. One click saves the result as a trade plan with a shareable audit sheet and price alerts.

Capture entry, stop, target, and size before you trade.

The review desk that keeps you honest.

Record the outcome and R-multiple after each trade. Your journal shows whether your edge is real — not how it felt.

See what actually happened and validate your strategy.

An AI analyst on call

Ask about any US stock and the assistant reviews technical indicators, trend, and market context for a clear, structured read — then turns it into a saved trade plan with entry, stop, target, and size.

Get a second opinion in plain English with 25 free requests a month.

Check the market's mood before you trade.

Market Pulse shows SPY & QQQ, RSI, and sentiment to gauge the market's condition.

Know the market's mood before entering a trade.

Stop guessing how many shares to buy.

Position Calculator determines risk %, share count, and dollar risk. Works without an account.

Size your next trade in ten seconds — free.

See if a trade is worth taking before you enter.

Risk/Reward calculator shows ratio, P/L, and required win rate. Win Rate calculator finds out if your approach makes money with win %, profit factor, and expectancy.

Know if a trade is worth taking and if your strategy is profitable.

• Free calculators with no account requiredCapital Companion offers four free tools — Market Pulse, Position Calculator, Risk/Reward, and Win Rate — that work without an account or credit card. You can size positions, define risk, and check market sentiment instantly.
• AI analyst with 25 free requests monthlyThe AI analyst reads technicals and sentiment, answering in plain English. Every account gets 25 free AI requests per month, and you can ask your first question free without upgrading.
• Trade plans and review desk keep you honestOne click saves any calculator result as a trade plan with entry, stop, target, and size. The journal then records the outcome and R-multiple, showing whether your edge is real — not just how it felt.
• Affordable pricing compared to enterprise terminalsEnterprise terminals cost thousands a year. Capital Companion starts free, Pro is $39.99/month (or $30/month billed annually), and Elite is $89.99/month (or $66.67/month billed annually). All paid plans include a 14-day free trial.

• Free plan limitsThe free plan includes 25 AI requests/month, 5 price alerts, 3 watchlists (25 symbols each), 5 saved prompts, 10 saved review runs, and a screener preview (5 rows). Calculators work without an account, but saving a trade plan requires a free account.
• Pro vs Elite differencesPro includes 300 AI requests/month, technical analysis, risk metrics, full review history, premium recipes, share management, exportable sheets, and unlimited alerts/watchlists. Elite adds 1,000 AI requests/month, coiled setup scanner, audio briefings, chart vision AI, and priority support.
• AI request overage policyYour plan's AI request cap resets every billing cycle. If you need more before it resets, you can buy a top-up credit pack instead of upgrading your plan. Extra AI requests are available as top-up credit packs.
• Trial and cancellation termsPro and Elite both start with a 14-day free trial. You won't be charged until the trial ends, and you can cancel anytime before then from account settings. Subscriptions are month-to-month or annual (annual saves 25%), and canceling keeps your plan active until the end of the billing period.

Position Sizing

Use the free Position Calculator to determine how many shares to buy based on your risk percentage, share count, and dollar risk before entering a trade.

Risk/Reward Analysis

Evaluate whether a trade is worth taking using the Risk/Reward calculator, which shows the ratio, potential profit/loss, and required win rate.

Trade Planning & Journaling

Save each calculator result as a trade plan with entry, stop, target, and size. Later, record the outcome and R-multiple to see if your edge is real.

AI Second Opinion

Ask the AI analyst about any US stock to get a structured read on technical indicators, trend, and market context — 25 free requests per month on the free plan.

Sign up for the free tier and connect your primary data source (e.g., Bloomberg).

Define your first risk scenario using the built‑in templates.

Review the AI‑generated narrative and customize any annotations.

Invite team members to the shared workspace and schedule automated weekly reports.