Key Capabilities
AI Helps You Understand Stocks & Businesses
AI price-range analysis breaks the price history into regimes and explains what drove each one; valuation & market expectations show what the numbers imply — implied growth and the future the market is pricing in.
AI Investment Master Verdicts (Buffett / Duan Yongping styles)
AI fund managers deep-research a stock and deliver buy/hold verdicts and price judgments in the methodologies of Warren Buffett and Duan Yongping — interpreting the price from the business, not the chart.
AI Portfolio Monitoring & Position Guidance
AI evaluates your portfolio's composition, concentration, and forward return estimates, and gives rebalancing and position-sizing suggestions grounded in real fundamentals data.
Guru 13F Holdings Lens
Follow top investors' SEC 13F filings. AI explains the business and the buy/sell rationale for each holding, and helps you evaluate and rebalance your own portfolio.
Agent Tools & Backtesting
Research by conversation: the AI agent calls analysis tools, runs strategy backtests, and delivers structured conclusions — all from a natural-language chat interface.
Natural-Language Stock Screener
Screen across US, A-share, and Hong Kong Stock Connect markets using plain English or Chinese. Filter by fundamentals, technicals, business themes, or investor holdings.
Supported Markets
- US equities — NYSE, NASDAQ, and major ADRs
- A-shares — Shanghai (SSE) and Shenzhen (SZSE) listed companies
- Hong Kong — HKEX main board and Stock Connect securities
- Crypto — major cryptocurrencies via price and trend data
Who It's For
Compoundism is built for individual investors and portfolio managers who think in business fundamentals rather than price signals. It is especially useful for investors with cross-market exposure across US, China A-shares, and Hong Kong.
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