xcapitals/ concierge

Investment concierge

Monitor companies, surface what matters, decide with conviction.

xcapitals stitches together SEC filings, market data, and news into a single live view of every company you care about — then puts an AI concierge on top so you can ask, not dig.

Daily morning brief

Tuned to your industries and watchlist. Pulse stats, material signals, and an AI-curated stream of what's moving today — every day at 6:30 ET.

Live company intelligence

Live quotes, fundamentals, peer benchmarking, and SEC filings stitched together. Every metric is benchmarked against industry peers with a percentile grade.

Compare two companies

Side-by-side cockpits, peer-grade scorecards, and an AI verdict on which has the better risk-adjusted setup right now — with the case for each.

Portfolio tracking

Track public listings live and private holdings with manual valuations. Unrealized P&L on both, all in one place.