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Listed in Data & Analytics with 98 other toolsPart of 2034+ curated AI tools on AISO
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Capital Companion

Trade-planning desk for retail traders — free sizing calculators, AI analyst, honest journal

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freemiumThree published tiers with a 14-day free trial on both paid plans and annual billing saving 25%. Free is $0 per month and includes 25 AI requests per month, 5 price alerts, 3 watchlists of up to 25 symbols each, 5 saved prompts, 10 saved review runs, a 5-row screener preview and all four calculators — which work with no account at all. Pro is $49.99 per month, or $359.99 per year (the vendor states this as $30 per month billed annually), and includes 300 AI requests per month, technical analysis and risk metrics, full review history, share management and exportable sheets, and unlimited alerts and watchlists. Elite is $89.99 per month or $799.99 per year (stated as $66.67 per month billed annually) and adds 1,000 AI requests per month, the coiled setup scanner, audio briefings, chart vision AI and priority support. Top-up credit packs are available if you exhaust a month's AI requests.View full pricing →

Visit Capital Companion

https://capitalcompanion.ai

About Capital Companion

Capital Companion is a trade-planning and review desk for retail traders, built around a discipline loop rather than around signals. The sequence it enforces is: size the position before you enter, save the calculation as a written trade plan, then record what actually happened and let the journal tell you whether your edge is real. Four calculators are free and work without an account — a market pulse read on SPY and QQQ with RSI and sentiment, a position-size calculator that turns a risk percentage into a share count and a dollar figure, a risk-reward calculator that surfaces the win rate a setup would need to be worth taking, and a win-rate tool that computes profit factor and expectancy. One click promotes any calculation into a trade plan with a shareable audit sheet and price alerts. On top of that sits an AI analyst you can question about a setup: it reads the technicals, checks sentiment and answers in plain English, metered in requests per month. Paid tiers add full technical analysis and risk metrics, chart patterns, CSV export, unlimited alerts and watchlists, and at the top end a coiled-setup scanner, audio briefings and chart vision AI. The positioning is explicitly against enterprise terminals that cost thousands a year.

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Key Features

Four free calculators usable with no account — sizing, risk/reward, win rate, market pulse
One-click promotion of a calculation into a saved trade plan with audit sheet
AI analyst answering setup questions in plain English
Trade journal recording outcome and R-multiple
Coiled setup scanner, audio briefings and chart vision AI on Elite

Capital Companion Pros & Cons

Pros

  • +Free calculators with no signup wall make the value obvious before payment
  • +Enforces a risk-first workflow instead of selling trade signals
  • +Clear annual discount and a genuine 14-day trial on both paid tiers

⚠️ Cons

  • AI requests are the real meter and 25 per month on Free goes quickly
  • Screener is preview-only at 5 rows on both Free and Pro
  • Pro-to-Elite gap is largely quota rather than capability

Tags

tradingrisk-managementjournaltechnical-analysisalerts
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