Capital Fortress
Investment
Management
Map your portfolio against the Capital Fortress SAFE framework. Educational tooling to see where your composition sits versus the course target profile — concentration, gold anchor, liquidity, and reference watchlist entries.
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
Map your current allocation against the SAFE target profile. See how far your composition sits from the course-reference crisis-ready structure.
Watchlist
Track quality assets with M-TAG valuation, moat scoring, and reference entry levels grounded in the SAFE framework.
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
- ✓Educational cycle-scenario mapping
- ✓Watchlist with M-TAG valuation
- ✓Moat scoring + reference entry levels
- ✓Live market data (Yahoo Finance)
- ✓Risk metrics dashboard
- ✓Custodian concentration audit
- ✓PDF export
- ✓Priority support
Pro Annual
per year (save $40)
- ✓Everything in Pro
- ✓$40 off vs monthly
- ✓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