Kapitales Research

Kapitales Research: ASX equity research

Kapitales Research is an Australian equity research firm focused on the ASX market. Its activity combines stock recommendations, analyst reports, market news and digital analysis tools for new and experienced investors. The company presents itself as a licensed research service and offers a free seven-day trial without the need for a credit card.

Research products

Kapitales Research's research catalogue is organised into several portfolios and thematic services:

• Kapitales Daily Dose
• Swing Trades
• Dividend Income
• Small Cap Shooters
• Growth Equity
• Breakout Stocks
• Resource
• Renewable and Clean Energy
• Trending Trades
• ASX 300
• US Starter
• US Canadian Topnotch
• CA Canadian Breakout Stocks
• CA Technology
• Commodity
• Emerging Market (India)
• Kapitales FTSE 350 ELITE
• NZX
• Kapitales US Swing – Trade with Precision
• US Breakout Stocks – US Edition

Analysis and tracking tools

The platform incorporates a set of tools for analysing and tracking securities. The Stock Screener allows filtering the ASX by price, momentum and fundamentals, as well as saving custom screens and re-running them. It includes predefined screens published by the firm and a backtest function to check the performance of model portfolios over any time window. The system displays a score based on momentum and volume on each row.

Other available tools include:

• Kapitales AI: research assistant that answers questions about a stock, a sector or the market and shows the reasoning behind each answer.
• AI Analysis: quick or deep read on any ASX code.
• AI Portfolio Snapshot: upload a portfolio to obtain profit and loss, allocation and an AI-generated view.
• Compare Stocks: side-by-side comparison of securities with an AI verdict for each.
• Watchlist: track ASX stocks with delayed prices.
• Alert Center: price, technical and news alerts on followed securities.
• Model Portfolios: published portfolios and their performance.
• Company Profiles: profiles of every ASX code with reports and news.

Editorial and market content

Kapitales Research publishes analysis and market commentary, Australian news updated throughout the day, a daily summary of the S&P/ASX 200 with market breadth and trend, and its own sentiment indicator called the ASX Fear & Greed Index. It also offers a calendar of upcoming dividends with confirmed ex-dividend dates for ASX stocks, including code, company name, market capitalisation, franking, payment date, type, yield and ex-dividend date.

The firm also publishes analysis articles on specific companies. Examples appearing in the material include Elsight, Vulcan Energy, Mader Group and Gryphon Capital Income Trust, with reports on half-year results, international expansion and portfolio evolution. Daily reports are distributed by email before the market opens, according to the company itself.

Market coverage

Although its main focus is the Australian market, Kapitales Research's coverage extends to other international markets. The material mentions specific services for the United States, Canada, the United Kingdom (FTSE 350) and New Zealand (NZX), as well as a section dedicated to emerging markets with India. It also includes tracking of commodities such as gold, iron ore, copper, oil and the Australian dollar.

How the service works

The access process described by the company consists of three steps: creating an account with name, email and mobile number, without a credit card; receiving the Daily Dose each morning before the market opens; and contacting a relationship manager who explains the reports and available tools. The free trial period is seven days and can be cancelled at any time.

Disclaimer about the nature of the service

The website itself states that the contents are general information and do not constitute personal financial advice, so it recommends considering one's own circumstances and seeking licensed advice. It also notes that past or open positions do not guarantee future results. The prices shown on the platform are delayed and indicative, sourced from EODHD, and are limited to ASX-listed securities and available commodities.