Kapitales Research

Maybe [Content Removed]... maybe just bad at what they do – I've been with Kapitales for a few months and their service is rubbish. The first few weeks they were all right, and they pushed and pushed and pushed for me to add a postive google review which I did. After a few months their service dropped to ok. Now they're just terrible. Their calls are hit and miss, I've asked them to call at a… Read more

particular time each week, which they don't. They call to tell me to sell shares they've never recommended I buy. They refuse to put any of their recommendations into writing - I've said repeatedly that if I don't answer the phone when they call (because I'm often in meetings) then email through the recommendations and I can look at them when I have time. They don't. There is no research team, there is no analysis, it's all AI and there is no insight into market movements nor the right advice about buy/sell and stop prices. Then they tried to get me to hand over $50K for a guaranteed 14% return. I've always said if something is too good to be true, it usually is. Do yourself a favour and put your money elsewhere - even in your back pocket and you'll be better off than you are with these guys.

The advice I've puchased is paying for itself! – (UPDATED REVIEW, 14/10/25): I'm increasing my review to five stars. This company has delivered on their promises, and I've happily agreed to extend my subscription to their personalised advice services (forgive me, I do not know the actual name of the product I'm subscribed to, but I am able to call and be called by a personal advisor with buy and… Read more

sell recommendations). Megan has been very helpful in growing my portfolio, and has earned my trust enough that I am now choosing to invest more of my money in the ASX. Although I have a very small portfolio at the moment, thanks to timely recommendations provided by Megan, I've grown my investments by more than 25% in six months. I realise these gains are largely thanks to riding the bull on resource stocks with gold prices being crazy, but Megan tells me she can average around 16% returns for her clients and I believe her. Mind you, with the best interest rates my bank is offering being less than 5% now, I'm happy even getting 5-8%!

The only weird thing is, Kapitales still sends me the daily breakout stocks reports, but these suggestions seem to be rejected by Megan when I enquire.

Still... today I've happily paid a rather pricey subscription to extend my membership to the personal advisor services, because I've now been convinced that these fees will quickly be recouped through my investments (so long as we don't get another 2009 GFC, lol!).

(ORIGINAL REVIEW POSTED JULY 2024): (4 stars) After being contacted by Kapitales, I was skeptical, but they are a very patient team who seem very keen to get their name out and help people succeed in the stock market. I subscribe to their most basic plan, which provides me with access to some easy-to-read reports with speculations about small-cap companies that might be good short-term trades. Due to very little spare cash, I've only dipped my toe in slightly so far with minimal investments, but turning my $500 into $600 in two trades has been a very good start. These trades were recommended to me by Alan and Eva respectively. I do recommend taking some time to understand any brokerage or trading platform that you want to use in order to take advantage of these reports, since it was only through setting a trailing take-profit order that I came out ahead (9% return - very nice!) on my second trade before it crashed back to where it began. Note that the reports they send me do provide clear advice on when I should consider selling for profit, as well as where to set trailing stop-losses etc, which is great.

So why only 4 stars for this review? Because I feel it's more honest to ensure readers aren't swept up in a wave of hysteria and unrealistic expectation: As a time-poor young man, I can't offer a deep or broad analysis of their services, but I did set up a spreadsheet tracking a selection of about 15 companies from the aforementioned reports, and found that most of them were in fact losing trades. But to be fair, the headlines tell me that the ASX has been a bit rough recently, so perhaps the drops are more a function of the wider market than being blameable on poor choices of stocks? I suppose the nature of all services like Kapitales is that they can never guarantee you a profit (and particularly can't guarantee that EVERY trade will win), but I feel like I can believe them when they say that in the long run they are likely to be able to bring me out ahead. They offered me a great introductory deal on their services as a new customer, and as a result I feel it's money well spent, even if for nothing more than feeding my curiosity about day trading. If, by the end of the year, I have continued to grow my portfolio at a rate faster than my savings account, I will definitely come back to add that fifth star.

Share Market Research – I've been a premium member for a few months now. I find Kapitales give a high quality well summarised analysis of their recommendations. With the premium service I get a personal consultant who stays in close touch with my portfolio and calls regularly with the best opportunities for me to consider and execute independently. This is especially… Read more

handy when the market moves quickly. Kapitales have a reasonable success rate with recommendations and I like the fact that they do not push me into making any trades. The final analysis and decision is always mine. I started in May so June was obviously a difficult month but my portfolio is recovering well now so I am quite happy. An update as of Jan 2023, my personal consultants have switched to Mark and Russell who are doing a good job of picking stocks that I can trade. They are very good at keeping me in touch with the market and advising me when to sell so I have made many quick gains through November and again in January. Scott Bensley Perth WA

Great – Great team to work with and overall good experience and intel

I received a call from Sam from Kapitales this afternoon. Sam was very helpful and provided a lot of information about the service and next steps in my stock market investment journey: many thanks

Just signed up and I boarded with Kapitales and looking forward to see how this relationship develops. So far had a very good experience with the sales team and also the onboarding team.

Sam has been great help and I look forward to great financial year with Kapitales.

Sean and Sam were excellent throughout the entire process. They were professional, knowledgeable, and took the time to explain everything clearly, making me feel comfortable and confident as a first-time investor. They were always available to answer my questions and provided informative advice without any pressure. I highly recommend Sean, Sam, and the team at Kapitales to anyone looking to start their investment journey.

Thank you Sam and Molly hoping for a great year with Kapitales

Happy with the experience so far , Sam was very helpful and I'm looking forward to start .

I was at first sceptical with my first experience Rachel, receiving a call from someone unknown to me, talk was straight and sounded genuine as I could not give my account details to a complete stranger, I was promised that someone will call you the next day @ 18:00, At exactly 18:00 on the dot the call came through and i was seamlessly taken through the initial step by Sam, looking forward to a fruitful engagement with Kapitale.

Great to deal with , the communication throughout the onboarding process was brilliant

Very friendly support. Easy to set up and get started. Looking forward to working with Sam.

It was very good dealing with Kapitales Research especially with Sam & Matthew.

Sam has been very informative to guide me through the site and resources

Very helpful and informative session by the agent. It was a overview full of education and learnings

Sean was very consistent and persistent. Sam was also very good, however I do have some difficulty with accents these days. I have read other reviews and I look forward to a very pleasant association and future wealth creation.

Sam was very patient in onboarding me. So far so good.

Great experience & helpful understanding of Kapitales . Looking forward to a successful year.

Warren was a great intro to the company he took onboard my circumstances & listened to my requests. Sam was very informative & helpful when learning to navigate my way around the site for the 1st time.

Thanks Warren and Sam for your initial support. it was really good and helped me to understand the process. Thanks Again.

Looking forward to work with mat and his team. Was very helpful and learn to earn is great

I have dealt with Mathew and Sam from Kapitales. Mathew initially signed me up and Sam assisted in my welcome set up. I found both to be very knowledgeable and helpful.

Great to get introduction as a new investor with easy to understand information and also linked to expert reviews. Shaun and Sam have been excellent and patient.

Mike has been very professional and informative. Some excellent stock picks over the last 2 months since our trading relationship began. Lovely guy as well. Highly recommended.

Kapitales delivers a solid and reliable experience in Investing journey, standing out for its professionalism and customer-focused approach. The team demonstrates a strong understanding of their services and consistently provides clear, timely communication throughout the process.

I’d like to thank Charley Turner for walking me through the web site he was extremely patient and persevered with my lack of knowledge about how the process functions effectively I am looking forward to working with Kyle in the future and am feeling grateful and excited for the first time in a while

I have been a member for five months and my experience has been great. The person that is guiding me is Kyle he has been genuine and patient. I have had some good returns even in a downturn in the market. I would recommend to anyone that is thinking of getting into the market or has experience to give these guys ago. Kind regards Paul

Sam was great and very knowledgeable in her job. Made it very easy for me. Molly has has been great and her knowledge of the product seems to be fantastic. Also these two girls have fantastic personalities and a great shop window for any business.