Start from what changed
Review price, volume, indicators, comparisons, and the selected time range before asking for an explanation. Market timestamps and missing coverage stay visible so a delayed or incomplete input is not mistaken for a current fact.
Investigate with sources attached
Move from a symbol to company context, fundamentals, news, filings, research views, and source-aware Ask Compass workflows. Generated explanations are kept distinct from deterministic calculations and can state when available evidence does not establish a cause.
Test the idea, not the story
Define a strategy, inspect its assumptions, and compare historical outcomes, walk-forward behavior, costs, and risk measures. A backtest is evidence about a specified historical process, not a promise about future returns.
Review the portfolio context
Watchlists, private notes, alerts, positions, concentration, scenarios, and review history stay connected to the same workspace. ChartCompass supports research and decision discipline; it does not execute brokerage orders or provide personalized investment advice.