Eighteen institutional-grade tools — from AI stock analysis and portfolio optimization to earnings calendars and morning briefings — built for investors who demand precision at every step.
Portfolio Overview
$248,391.50
Today
+$4,218.32
+1.73%
AAPL
$189.84
+2.3%
MSFT
$415.26
+1.8%
NVDA
$875.40
+4.1%
TSLA
$248.12
-0.9%
AI Insight: NVDA momentum strong — consider increasing allocation
Features
We combine cutting-edge AI with institutional-grade financial models so you can make decisions backed by data, not guesswork.
Ask anything about any stock in plain English. Get institutional-grade analysis powered by GPT-4 with real-time market data.
Modern Portfolio Theory meets machine learning. Maximize Sharpe ratio, minimize drawdown, and find your optimal allocation.
Value at Risk (VaR), maximum drawdown, Sortino ratio, and stress testing across historical and Monte Carlo scenarios.
Discover unexpected top performers by sector. AI surfaces hidden opportunities across 11 GICS sectors with momentum signals.
Identify true diversification opportunities. Visualize asset correlations with an interactive heatmap to reduce portfolio risk.
Live market data via yFinance, FRED economic indicators, and earnings calendars — all updated continuously during market hours.
The Complete Platform
Organized for how investors actually work — whether you're deep in analysis or keeping a pulse on the market.
Track holdings and monitor real-time P&L across all positions.
Institutional-grade AI reports on any ticker in plain English.
Top performers across 11 GICS sectors with AI momentum signals.
Maximize Sharpe ratio and find optimal allocation via MPT.
VaR, Sortino ratio, max drawdown, and tail-risk metrics.
Simulate 2008, COVID crash, and Monte Carlo scenarios.
Interactive heatmap to find true diversification opportunities.
Smart rebalancing to hit target allocations with minimal trades.
One-click AI-generated portfolio report with full narrative.
Log and annotate trades with a running P&L ledger.
Attribution analysis across positions by any time period.
Compare returns against SPY, QQQ, or any custom index.
Screen growth, value, and contrarian plays across global equities.
Track tickers and set price-cross or percentage-change alerts.
Curated market news feed with real-time category filters.
Week-view calendar with EPS estimates, actuals, and surprises.
Upcoming dividend dates, yields, and payout history.
AI-generated briefing with macro summary and key events.
From retail investors to family offices — real workflows, real results.
“CapitalForge transformed how I evaluate positions. The risk analyzer alone replaced three separate tools I was paying for.”
Marcus Chen
Independent Portfolio Manager
“Finally, institutional-grade tools without the institutional price tag. The portfolio optimizer's Sharpe ratio insights are incredible.”
Sarah Okonkwo
Retail Investor, 12 yrs experience
“The industry intelligence feature surfaces sector rotations I would have missed. It's become a core part of my weekly workflow.”
David Fairbanks
CFA, Family Office Analyst
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