Public beta · free while we're in launch
Don't read 18 indicators. Read one number.
You don't need to know RSI thresholds, MACD crosses, sector-PE
percentiles, or how to weight technicals against fundamentals.
Compass does all of it automatically — TA, fundamentals,
regime-aware weighting, sector-relative valuation, AI-narrated
summary — and gives you one 0–100 score per ticker with the math
visible behind it.
Try it free
No credit card · Guest mode available · 230+ shipped features
You don't have to be the analyst.
Every Compass score is the output of three layers of analysis
running in parallel — technicals, fundamentals, and an AI
narrative that ties them together. You see the verdict; the
reasoning is one click deeper.
Layer 1: Technical analysis, automatic
No RSI / MACD / Ichimoku homework. Compass reads 18 indicators
for you and tells you what they say, together.
- RSI, MACD, Stochastic, Williams %R, MFI
- Bollinger Bands, ATR, ADX/DI±, OBV
- Golden cross / death cross detection
- Pattern recognition (head-and-shoulders, double tops, triangles)
- Regime-aware weighting — ADX decides trend-follow vs mean-revert
Layer 2: Fundamentals, contextualized
No "is a 22× PE high?" guessing. Compass scores fundamentals
against the right peer group — your watchlist's same-sector
tickers — not a generic baseline.
- PE, PB, PS, PEG, EV/EBITDA, profit margins
- Revenue + earnings growth (5Y trend)
- Dividend yield + payout sustainability
- Sector-relative percentile rank from your watchlists
Layer 3: AI synthesis, in plain English
The 0–100 score is the headline. The AI summary is the
two-sentence "here's why" — grounded in the actual numbers, not hallucinated.
- DeepSeek primary; Anthropic Haiku failover
- Reads the real Compass payload — no inventing facts
- Flags imminent earnings + last-24h news volume in tail
Key features
- Compass Verdict — Auto-scores every ticker 0–100 by combining technicals with sector-peer-relative fundamentals; AI explains the result.
- AI Daily Brief — Five-card morning brief: movers, score shifts, setups, risks, headlines, wrapped in a DeepSeek narrative.
- Trade plan generator — Entry zone, ATR-based stop, measured-move target, R:R, and 1%-of-$10k sizing.
- Portfolio optimizer — Markowitz mean-variance via Monte-Carlo: efficient frontier + max-Sharpe + min-vol portfolios.
- Tax-loss harvest — FIFO/LIFO lot matching with wash-sale flag and YTD realized-gain context.
- Form 8949 + K4 CSV — One click exports tax-ready CSVs for US IRS and Swedish Skatteverket.
- Dividend forecast — Projects 12 months of dividend income across open positions.
- Compass momentum — Scans verdict history for biggest score shifts over 7/14/30/60 days.
- Drawing tools — Fibonacci retracements + trendlines drawn with the mouse; persist per ticker.
- Custom screener — Write your own filters in plain math. Safe AST-whitelisted evaluator, 15 metrics.
- Stress test — Historical shock scenarios (COVID 2020, Q4 2018, GFC 2008, 2022 H1) + parametric VaR.
How ChartCompass compares
Holistic 0–100 score (TA + Fundamentals + AI): ChartCompass ✓ · TradingView (indicators only) · Yahoo Finance —
AI-narrated daily brief: ChartCompass ✓ (DeepSeek + Anthropic) · all others —
Tax-loss harvest scanner (wash-sale aware): ChartCompass ✓ · all others —
Form 8949 / K4 CSV export: ChartCompass ✓ · all others —
Portfolio optimizer (Markowitz MC): ChartCompass ✓ · all others —
Pricing: ChartCompass — Free · paid from $15/mo · TradingView $13–$60/mo · StockCharts $25+/mo
Plans & pricing
Free while we're in beta. When paid plans launch, every tier will be
at least 50% cheaper than the comparable TradingView plan — and do more.
Why we built it
Retail tools fork into two camps: brokerages that prioritize
execution but treat analysis as an afterthought, and analyst
platforms that charge five figures a year. The middle was
mostly Yahoo Finance with a TradingView chart pinned to a
second monitor — and a spreadsheet for taxes.
ChartCompass is the middle. Every screen we built started
with a question we kept hitting: where does this ticker
stand vs the watchlist? What did the brief flag on my
book today? How much loss can I still harvest before
December? The Compass score, the AI brief, the harvest
scanner — those are the answers, persisted in one app that
knows the rest of your portfolio.