Capital Companion
The AI trading copilot for discretionary investors.
Market intelligence, risk dashboards, and strategy simulations trained on live U.S. equity data.
Why it exists
Capital Companion was born out of a decade of building AI tooling for institutional desks. Independent traders needed the same quality of briefings and risk controls without the seven-figure software budget. The platform fuses real-time market data with a proprietary knowledge base so every question is answered with trader-grade context.
What you get
- Morning and intraday intelligence briefs summarizing the moves that matter for your portfolio.
- A conversational analyst that remembers every strategy session, including your watchlists, macros, and compliance guardrails.
- Risk dashboards that translate VaR, drawdowns, liquidity, and news sentiment into plain language alerts.
Built for
Discretionary and systematic traders who want repeatable research loops, founders who need a trading desk without headcount, and operators who need an always-on AI teammate to pressure-test ideas before capital is at risk.
Roadmap
Capital Companion ships weekly. Current focus areas include native options analytics, multi-account brokerage integrations, and a companion macOS/iOS experience built in SwiftUI.
Focus areas
- 24/7 conversational analyst with memory of your portfolio and playbook.
- Risk management suite that tracks drawdowns, VaR, and scenario stress tests.
- Integrations with broker APIs, Model Context Protocol clients, and Capital Companion's AI analyst for idea vetting.