The operating system for serious investors
Compound OS turns your portfolio into a live, AI-analyzed workspace — real-time data, deep research, and strategist-grade briefings in one dark, fast interface.
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
Get an institutional-grade briefing on concentration, risk, and suggested actions — generated from your live positions.
Live market data
Real-time quotes, fundamentals, and company news powered by Finnhub 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, and the latest headlines — one 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.
Start compounding smarter today
Join investors using Compound OS to see their portfolio the way a strategist would.
Create your free account