4-Block Weighted Scoring System

Your assistant that
guides your investment decisions

InvestCompass combines macro regime analysis, sector rotation intelligence, fundamental quality scoring, and technical timing into one weighted system — giving you clear BUY, PARTIAL BUY, NEUTRAL, PARTIAL SELL, or SELL signals for any stock.

No finance degree needed. No spreadsheets. No emotional decisions. Just institutional-grade analysis, simplified.

The Problem We Solve

Most people lose money in the stock market because they make decisions based on emotions, news hype, or tips from friends. Professional traders use data — and now, so can you.

Emotional Trading

Fear and greed cause most investors to buy high and sell low. Our 4-block scoring system removes emotion from the equation entirely.

Time-Consuming Research

Analyzing macro conditions, sector trends, and technical indicators manually takes hours. We combine all three into one score in seconds.

Missing the Big Picture

Most platforms only show stock-level data. InvestCompass layers macro regime, sector rotation, and technicals for a complete top-down view.

How InvestCompass Works

Our 4-block analysis system evaluates markets from the top down. The Macro block is integrated into the global score — defining the macroeconomic regime and contributing directly to the final signal. Macro, Sector, Fundamental, and Technical scores are weighted and combined into one actionable signal.

Block 1

Macro Analysis

Classifies the economic environment into one of 4 regimes:

  • 4-regime economic classification (Expansion, Slowdown, Recovery, Recession)
  • VIX zone analysis (Calm, Elevated, High, Extreme)
  • Market breadth & valuation (P/B ratio)
  • Regime-based exposure limits for risk management

Sets the macro backdrop for all decisions

Block 2

Sector Analysis

Evaluates sector-level trends across all 11 GICS sectors:

  • 11 GICS sector coverage (SPX & TSX iShares ETFs)
  • Sector trend & momentum scoring
  • Relative strength vs. benchmark
  • Clickable ETF holdings drill-down

Identifies which sectors to overweight or avoid

Block 3

Fundamental Analysis

Scores company financial health across 4 pillars:

  • Financial solidity (debt/EBITDA, current ratio, interest coverage)
  • Profitability (ROE, net and gross margins, EBITDA)
  • Growth (revenue CAGR, EPS growth)
  • Sector comparison (performance vs sector peers)

Ensures you invest in quality businesses

Block 4

Technical Analysis

Stock-level technical scoring for precise entry and exit:

  • Moving average alignment (10/21/50/200-day)
  • MACD crossover & momentum detection
  • Entry setup signals (MA cross, oversold bounce)
  • ATR-based stop loss & position sizing

Pinpoints optimal entry and exit levels

Macro — Context Compassguides exposure
Sector+
Fundamental+
Technical=Global Score

Macro, Sector, Fundamental, and Technical scores are weighted and combined into a single score, producing a clear Buy Zone, Partial Buy Zone, Neutral Zone, Partial Sell Zone, or Sell Zone signal — with customizable weights to match your strategy.

What You Get

A complete institutional-grade analysis platform, designed for clarity and speed.

4-Block Analysis System

Macro is integrated into the global score (15-20% depending on profile). Macro, Sector, Fundamental, and Technical scores are weighted and combined into BUY/PARTIAL BUY/NEUTRAL/PARTIAL SELL/SELL signals. Fully customizable weights.

Market Dashboard

Live indices, VIX zone classification, 4-regime economic macro analysis, and market valuation (P/B ratio) — all in one view.

Sector Rotation

SPX and TSX iShares sector ETF tables with trend, momentum, and relative strength. Click any ETF to explore its top holdings.

Position Sizing

ATR-based risk management with dynamic position sizing. Regime-aware exposure limits keep your risk in check automatically.

Smart Alerts

Priority-based, confidence-gated alerts delivered via email and in-app notifications. Never miss a signal that matters.

Personalized Settings

Customize block weights, moving average periods, and market preferences. Tailor the scoring system to your investment style.

Fundamental Comparison

Compare up to 5 stocks side-by-side across 7 key metrics — P/E, EV/EBITDA, P/B, Gross Margin, Net Margin, ROE, and Revenue Growth — with year-over-year deltas and sector average benchmarks.

Why Choose InvestCompass?

3
Analysis blocks combined into one weighted score
4
Macro regimes classified in real time
11
GICS sectors tracked for rotation signals
0%
Emotion in every recommendation

Who Is This For?

InvestCompass is designed for investors who want institutional-grade analysis without the complexity.

Independent Investors

You manage your own investments and want a clear, data-driven framework to guide your buy and sell decisions — without relying on brokers or advisors.

Busy Professionals

You don't have time to track macro regimes, sector trends, and chart setups. InvestCompass combines all three layers into one actionable signal instantly.

Disciplined Investors

You want a systematic, rules-based approach with ATR position sizing, regime-aware risk limits, and customizable scoring weights.

Simple, Transparent Pricing

Start free and upgrade when you need more control. All plans include the full 4-block analysis system.

Basic

Get started with institution-grade market analysis

$19/mo
  • Full 4-block analysis system (Macro + Sector + Fundamental + Technical)
  • Email alerts
  • One investment profile selected at sign-up (locked)
Most Popular

Essential

Personalize your analysis with profile switching

$29/mo
  • Full 4-block analysis system (Macro + Sector + Fundamental + Technical)
  • Switch investment profile anytime
  • Email alerts

Advanced

Full control over your scoring engine

$39/mo
  • Full 4-block analysis system (Macro + Sector + Fundamental + Technical)
  • Custom scoring weights (Sector/Fundamental/Technical)
  • Custom MA periods & fundamental sub-weights

All prices in USD. Start with Basic at no cost.

See full pricing comparison →

Ready to Invest With Confidence?

Join InvestCompass today and start making data-driven investment decisions. No credit card required.