Capital Fortress
Investment
Management
Build a crisis-resilient portfolio grounded in the SAFE framework. De-risk, anchor with gold, maintain strategic liquidity — and know exactly what to buy when opportunity strikes.
Portfolio
Log all holdings across financial instruments, luxury goods, real estate, and private companies. See your total picture.
Risk Analysis
Stress-test your portfolio against systemic risks. Track gold allocation, liquidity, custodian concentration, and fragile exposure.
Crisis Scenario
Model your crisis-ready allocation. See exactly how far you are from a resilient, de-risked portfolio.
Watchlist
Track quality assets with M-TAG valuation, moat scoring, and buy targets. Be ready to deploy capital when prices drop.
Simple, transparent pricing
Start free, upgrade when you need the full toolkit.
Free
Forever
- ✓Portfolio logging (manual input)
- ✓Basic resilience score
- ✓Bucket allocation view
Pro
per month, billed monthly
- ✓Full portfolio analysis
- ✓Crisis scenario modeling
- ✓Watchlist with M-TAG valuation
- ✓Moat scoring + buy targets
- ✓Live data (Yahoo Finance + EDGAR)
- ✓Risk metrics dashboard
- ✓Custodian concentration alerts
- ✓PDF export
- ✓Priority support
Pro Annual
per year (save $40)
- ✓Everything in Pro
- ✓2 months free
- ✓Priority feature access
Enrolled in Capital Fortress: SAFE? Student access is included with the course — full Pro features for 12 months.
Discover the SAFE course