Compass puts what an analyst opens ten tabs for in one workspace: prices and statements, a DCF whose inputs fill themselves from SEC filings and can all be overridden, comparables, earnings, macro, and private notes with a track record.
What it does
DCF with bear, base and bull scenarios, a football field, and a WACC built step by step with its sources shown.
Comparables, earnings with estimates and surprises, a macro dashboard and a calendar.
Filings summarised with AI, citing the section each claim comes from.
A paper portfolio, alerts, saved screens and notes you can share with a link.
How it is built
Next.js and React on Postgres, with sign-in shared with Keel. Market data is fetched on the server and cached, every figure shows when it was updated, and the interface follows a design system with fixed rules for numbers, tables and charts.