AI portfolio analysis for stocks, ETFs & crypto
Compound OS analyzes your stocks, ETFs, and crypto together — surfacing overlapping and concentrated positions, diversification gaps, and risk, explained in plain English by AI.
Everything you need to understand your portfolio
Built for people who take their capital seriously. No fluff, no noise — just the signal.
AI portfolio analysis
A plain-English briefing on concentration risk, diversification gaps, and overlapping exposure across your stocks, ETFs, and crypto — generated from your live positions.
Live market data
Real-time quotes, fundamentals, and company news for stocks and ETFs from Finnhub, plus live crypto prices — across every position you hold.
Portfolio upload
Import your holdings from a CSV in seconds. No manual entry, no spreadsheets to babysit.
Watchlists
Track the tickers you care about with quotes that refresh continuously in a single glance.
Deep research pages
Company profiles, valuation metrics, ETF details, and crypto market data with the latest headlines — one research page per symbol.
Private & secure
Every query is scoped to your account. Your positions are yours alone, never shared.
From spreadsheet to strategy in three steps
Connect your holdings
Upload a CSV or add positions manually. Compound OS enriches them with live prices instantly.
Run the analysis
One click generates a strategist-level briefing on your diversification and risk exposure.
Act with clarity
Track watchlists, dive into research, and revisit past analyses as the market moves.
Learn more about the AI portfolio analyzer, or jump straight into stock research for quotes, fundamentals, and company news.
Start compounding smarter today
Join investors using Compound OS to see their portfolio the way a strategist would.
Create your free account