HoldCompass
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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 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 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.
Stop holding out of inertia. Hold with conviction.