HoldCompass
Join the waitlist
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.
We'll only email you about the launch. Your address is stored in Google Sheets, deleted once invitations go out, and in any case kept no longer than about 12 months — see our Privacy Policy.
No picks. No noise. Just your reasoning, kept honest.
A position swings 15% after earnings.
The price can't tell you what to do. Your thesis can.
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 fundamentals, in depth.
Seven scored blocks per holding — income, estimates, valuation, quality, health, cash, momentum — rolled into one honest 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.
Stop holding out of inertia. Hold with conviction.
We'll only email you about the launch. Your address is stored in Google Sheets, deleted once invitations go out, and in any case kept no longer than about 12 months — see our Privacy Policy.