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, fundamental quality of a stock, and technical indicators manually takes hours. We combine all four into one score in seconds.
Missing the Big Picture
Most platforms only show security-level data. InvestCompass layers macro regime, sector rotation, fundamental analysis, and technicals for a complete view of the analyzed security.
How InvestCompass Works
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
Sector Analysis
Evaluates sector-level trends across the 11 SPX & TSX sectors separately:
- •Coverage of 11 SPX & TSX sectors with iShares ETFs
- •Sector trend & momentum scoring
- •Relative strength vs. benchmark
- •Drill-down into each iShares ETF to identify the top 10 holdings of each ETF
Identifies which sectors to overweight or avoid
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
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, 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.
Dashboard
Synthesized overview: current macro regime, top signals of the day, pinned watchlists and quick access to every section of the platform.
Markets View
Live indices (SPX, TSX), VIX zone, 4-regime economic macro analysis, market valuation (P/B ratio), market breadth and risk-on / risk-off diagnostics — all in one view.
Sectors View
iShares sector ETF tables (SPX and TSX) with trend, momentum, relative strength and sector score. Click any ETF to explore its top 10 holdings.
Watchlist
Track your favorite stocks with daily updates of price, global score and Macro / Sector / Fundamental / Technical sub-scores. One-click access to each stock's detailed page.
InvestCompass Lists
5 ready-to-use lists rebuilt every Friday after market close: Top 50 Dividend SPX, Top 50 Dividend TSX, Top 50 Fundamental SPX, Top 25 Fundamental TSX and iShares sector ETFs.
Signals & Alerts
Priority-based, confidence-gated alerts delivered via email and in-app notifications. Detection of regime changes, technical crossovers and entry setups.
Virtual Portfolio
Track the performance of your investment decisions without real risk. Open positions, gains / losses, transaction log and performance statistics — to validate your strategy before committing capital.
Stock Screener
Discover new opportunities by filtering SPX and TSX stocks by market cap, global score, sector, dividend, P/E ratio and more. Add favorites to a watchlist in one click.
Fundamental Analysis
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.
Trading Plan (coming soon)
Coming soon to the Advanced plan: plan your entries and exits with ATR-based position sizing, automatic stop-loss levels and exposure limits driven by the current macroeconomic regime.
Personalized Settings
With the Advanced plan, build a custom investor profile that lets you tune not only the weighting between the 4 main analysis blocks but also each of the criteria they contain. You can also adjust the number of days for short, medium and long moving averages to vary their reactivity. A system that adapts to your style and investment goals.
Why Choose InvestCompass?
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
Institutional market analysis to get started
- Full 4-block analysis system (Macro + Sector + Fundamental + Technical)
- One investment profile (MT or LT) locked at sign-up
- Signals & alerts (no email)
Essential
Full toolkit: lists, filters, portfolios, email alerts
- InvestCompass Lists (dividend, fundamental, sector ETFs)
- InvestCompass Filters (basic stock screener)
- Email alerts
Advanced
Full customization + Trading Plan (coming soon)
- Custom user profile (scoring weights & sub-weights)
- Advanced filters (expert)
- Trading Plan (coming soon)
Ready to Invest With Confidence?
Join InvestCompass today and start making data-driven investment decisions. No credit card required.