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Maximize returns while minimizing time investment using Wealth Compass's suite of Stock and Option tools.
Enter the symbols you are interested in investing in and Wealth Compass will automatically generate the allocations based on your investment goals. Using statistical analysis of historical data we help you create efficient portfolios at the click of a button.
Prefer low volatility in your portfolio? Selecting GMV will display the allocations for the optimal portfolio.
Prefer the highest return per unit of risk in your portfolio? Selecting MSR will display the allocations for the optimal portfolio.
After creating the most efficient frontier portfolio for your use case, save your portfolio in Wealth Compass. Saved Portfolios are then able to be combined with Stochastic Modelling and Automated CPPI Re-Balancing with notifications sent via Email or SMS.
Quickly judge the optimal CPPI multiplier and cushion with random Brownian Motion walks generated via user entered parameters. Outputs are rendered in simple easy to understand data visualizations.
Save time with optimal CPPI portfolio re-balancing sent via Email and/or SMS per your inputted criteria.
Easily enter symbol lists into Wealth Compass's option ranking feature. Common denominator option expiration's are generated and highest ROC contracts are listed. The rankings are combined with statistical indicators to improve successful outcomes. Paying users are able to receive the top trades per their criteria directly via automated SMS.
Quickly judge the ROC of available contracts to optimize your investing strategy. Statistical indicators are used as well to improve successful outcomes.
Save time with optimal option contracts sent via Email and/or SMS per your investing criteria.
Additional tools not present in all broker software are included in Wealth Compass. Increase your overall understanding of your investments while optimizing your decision making process.
Determine how correlated your portfolio is to key market indices. Understanding the bigger picture helps asses risk exposure.
Easily find successful investment opportunities with the Wealth Index feature. Choose the time frame and stocks will be displayed ranked by their return on $1000.
Wealth Compass is purposefully built with simplicity in mind. The entire process is designed to generate maximum returns with minimum time investment.
Adding Wealth Compass to your financial tooling is an important first step. There are a variety of plans for everyone, including a free plan for the undecided customers.
Wealth Compass is designed around improving the HOW and not the WHAT of your investment strategy. Let Wealth Compass improve your investment outcomes.
Compounding returns are a wonder of the world. Having gained successful outcomes, it is time to reinvest the returns. Your future self will thank you.
We will send you a special access link when ready.
Read content about investors who have enjoyed using Wealth Compass and are happy with the automation and insights it provides. Real investors. Real returns.
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The functionality and value offered more than pays for itself. However, there is a free plan for those who want to test before buying.
Stock Inputs: 5 Symbols Statistical Data: 2 Years Efficient Frontier: 20 Portfolios Option Ranking: 10 Symbols Option Indicators: RSI Only Automation: Disabled
Stock Inputs: 100 Symbols Statistical Data: 5 Years Efficient Frontier: 30 Portfolios Option Ranking: 100 Symbols Option Indicators: RSI & MACD Automation: Email Only
Stock Inputs: Unlimited Statistical Data: Unlimited Efficient Frontier: 40 Portfolios Option Ranking: Unlimited Option Indicators: RSI & MACD Automation: Email & SMS