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This is the real dashboard, running in your browser. No setup, no slides, no waiting.
Try the live demoThis is the real dashboard, running in your browser. No setup, no slides, no waiting.
Try the live demoMost portfolios hide concentration in plain sight. Sector clustering. Single-stock overweight. Position correlations that evaporate during downturns. Portfolio Compass models 10,000 market scenarios to surface blind spots your eye misses. Understand exactly how your holdings move together when volatility spikes.
Rebalancing sounds simple until you factor in capital gains tax, wash sales, and account structure. Portfolio Compass generates tax-efficient rebalancing plans that maintain your target allocation while minimizing what you owe the IRS. Tested against $50M+ in real portfolios.
What happens if rates spike 2%? If the Fed pivots? If a recession hits your sector hard? Portfolio Compass backtests your allocation across 30+ historical and hypothetical crisis scenarios. See which holdings weather the storm and which become liabilities before crisis strikes.
Stop guessing if you are beating your benchmark. Portfolio Compass breaks down performance by factor: market beta, size, value, momentum, quality. Compare yourself to S&P, custom indices, or peer advisors. Know exactly where your excess return comes from.
One dashboard for taxable, IRA, 401k, and spousal accounts. Portfolio Compass optimizes allocation across all accounts, not within silos. Tax-loss harvest across accounts. Reduce redundant positions across taxable and tax-deferred buckets. True household-level visibility.
Plaid, Schwab, Fidelity, Vanguard, Interactive Brokers, Coinbase. Your portfolio syncs daily. No manual CSV uploads. No data entry errors. Real-time recommendations as your holdings change.
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