See your capital.
Know your
next move.
Your portfolio, your investment rules, and the signals that matter. One considered view of what you own — and what deserves your attention.
“Trim half if order intake falls two quarters running.”
From your own sell script
Q3 order intake down 18% quarter on quarter
Nothing here is a score or a recommendation. It is the sentence you wrote, the filing that broke it, and what the price has done since.
The news that matters to you.
Nothing to subscribe to. Kapitala works out what to follow from what you own and what you’re weighing, then reads the primary sources first — a company’s own filings and the Nordic exchange registers — ahead of the wires and the press. Reprints and bilingual twins fold back into one story.
Your reasoning, remembered.
Write your buy and sell scripts in plain sentences. A model reads every story against them and, when one trips, shows you the sentence word for word. It runs on your own machine, so the scripts never leave it — and when nothing you wrote covers what happened, it says so rather than inventing a rule.
Your rules, checked every day.
Write the investment policy you hold yourself to: mandates, weight bands, an exit point per holding. Kapitala reads the book against it every day and says the moment it stops being true. Not at the quarterly review. On the day.
Numbers you can trace.
Returns, margins, percentile ranks, breaches: computed by tested code from figures as filed, and only then written up. The model chooses among numbers it was handed. It never invents one.
A written plan, drawn on the price.
Below is the chart pane from the product, running here rather than pictured. Drag it, scroll to zoom, hover for the bar under the crosshair. The three flat lines are not indicators: they are the entry, the exit and the average cost from one holding’s written plan, which is what turns a sentence into a level you can watch the price approach.
Fictional company, fictional prices, generated in the page — nothing here is a real instrument and no figure on it is a quote. Rendered with TradingView Lightweight Charts.
What a morning in Kapitala looks like.
A few more panes from the product, redrawn with an invented book. Each one answers a question you would otherwise work out in a spreadsheet: am I still inside my own rules, how has the book actually behaved, and is today’s move normal for this name?
Every weight against the band you set.
The shaded range is the weight band from your written policy; the dot is where the holding sits this morning. Outside the band, it turns and says so.
Is today’s move normal for this name?
A held name’s session against its venue’s index, set inside its own last year. Only the outer tails raise a flag — a dull day stays quiet.
Month by month, as it happened.
Time-weighted returns per month, so deposits and withdrawals do not flatter the result. Colour is the size of the month, not a verdict on it.
How far below the high, and for how long.
The underwater pane: every day the book spent below its previous peak. Depth and duration are the two numbers a return figure hides.
The market, cut by your own setups.
Price-and-volume columns computed nightly, for the whole Nordic list. A setup is just a saved cut; the names you already hold are marked so you can see where the book overlaps.
Fictional companies and figures, generated in the page. Nothing on this page is a quote, a score or a recommendation.
Give your assistant the whole picture.
Connect your own AI assistant to your holdings, investment policy, and market research. Ask questions with your portfolio already in context.
Its findings arrive alongside your alerts, clearly labelled with the assistant that sent them. You stay in control: it cannot place a trade.
How the connection works
Kapitala uses the Model Context Protocol (MCP). Compatible assistants connect through a local pipe, with no HTTP server or open network port.
Kapitala’s charts are TradingView’s. The pane further up this page is TradingView Lightweight Charts, which is what the product draws with today; TradingView Advanced Charts — the drawing tools, the indicator library, the full symbol search — is the build that follows once that licence is in force. Either way the marks that matter are the same: your own entry level, your exit level and your average cost, on the same price scale as the candles.
The chart is where a written rule stops being an idea and becomes a line you can see the price approach. Building that on the engine most people already read markets in means one less thing to learn before Kapitala is useful.
Charts by TradingView.
A clearer view starts here.
Kapitala is in private development, built around a real portfolio. Send a note if you’d like to hear when it is ready to try.
sina@kapitala.seKapitala is a personal portfolio tool. It is not investment advice, and it does not place orders.