Your thesis, stress‑tested.
The thinking partner for self-directed investors. Write why you own it — Holdcompass tells you when that reason stops being true.
No picks. No noise. Just your reasoning, kept honest.
A position drops 15% after earnings.
Is that noise… or is your thesis broken?
Holding out of inertia isn't a strategy. Holdcompass keeps the reason you bought in front of you — and checks it against reality, every quarter.
Act I
Write it down.
Plain-language claims about why you own each company — tagged, with the catalysts you're counting on and the risks you're watching. Every edit becomes an immutable version snapshot: your track record, kept honest.
Act II
We stress-test it.
Every audit maps current fundamentals and the latest earnings against your specific claims — not generic news. Verdicts come back INTACT or AT_RISK, with the reasoning attached.
We never tell you what to buy. The judgment stays yours.
Act III
Know the moment it matters.
Severity-tiered alerts, quiet hours, and daily or weekly digests. Alerts about facts that relate to your reasoning — not price noise.
And the numbers, when you want them.
Fundamental scorecards
Seven scored blocks per holding — income, estimates, valuation, quality, health, cash, momentum — rolled into one rating.
Health & rebalancing
A 0–100 portfolio health score, plus drift monitoring that tells you when allocations wander from your targets.
Brokerage sync
Connect your broker via Plaid and your holdings stay current — automatically, in the background.
Built for the way you invest.
The thesis validator
You have theses. Holdcompass tells you whether they're still good ones.
The independent stock picker
Turn "this company is interesting" into "here's why I own it — and what would change my mind."
The concentrated conviction investor
Your discipline, automated: claims checked against every call and filing, hours after they land.
Stop holding out of inertia. Hold with conviction.