Built for the investor who does their own work
FinanceCompass exists because serious analysis tools have always sat behind institutional paywalls — and the few free alternatives give you raw numbers with no explanation of what they actually mean.
The problem with existing tools
A complete picture of your portfolio currently requires TradingView for charts, a separate ETF research tool, an options calculator, an on-chain Bitcoin dashboard, and a commodity futures tracker — each with its own monthly fee. For a retail investor, that stack costs hundreds of dollars a month.
Most tools present results and stop there. You get a correlation coefficient, a Z-score, or a funding rate — but nothing that explains what a 73% ETF overlap actually means for your risk exposure, or whether a given MVRV level has historically preceded corrections. The interpretation is left entirely to you.
Professional-grade platforms are deliberately complex. Bloomberg Terminal, for instance, takes months to learn not because the underlying data is hard to understand, but because complexity creates lock-in. Retail investors deserve tools that are just as powerful but far more approachable.
General-purpose AI assistants can explain concepts, but they can't run the actual calculations or access live market data. You end up switching between a data tool and an AI chat window, manually copying numbers back and forth.
What FinanceCompass does differently
Every tool on FinanceCompass does three things: runs a real analysis against live or calculated data, explains the results in plain English via an AI-generated narrative, and surfaces the follow-on questions you should be asking.
The platform currently covers equities and ETFs, technical cycle analysis, and macro signal tracking — all under one login. Free accounts get full access to every tool with a monthly usage limit. Pro and Unlimited plans remove those limits and add professional features like a watchlist and analysis history.
The goal is not to replace a financial advisor. FinanceCompass is for the investor who has already decided to understand their own portfolio — and just needs better instruments to do it.
What we cover
ETF overlap analysis, dividend return tracking, yield and DRIP comparison across 50+ funds
Wyckoff cycle positioning across four timeframes, real-time market scanning by volume and momentum
Recession signal tracking across 17 FRED indicators with AI synthesis updated daily
In-depth articles that explain the mechanics behind every tool and strategy
Nothing on FinanceCompass is financial advice. Every tool result, AI narrative, and article is published for informational and educational purposes only. Always do your own due diligence and consult a licensed financial professional before making investment decisions. See our FTC Disclosure for information about affiliate relationships.
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