WTM Compass · Flagship product

Your watchlist, re-researched every Sunday.

Compass runs the full institutional loop on every stock you track (seven specialist analyzers, an adversarial red-team pass, a ten-round persona debate, one synthesized brief) and tells you what actually changed. Below: one real cycle shape, replayed end to end.

UTC clock
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Next cycle · Sun 7:00pm Syd (09:00 UTC)
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PIPELINE · 7 ANALYZERS · ADVERSARIAL + DEBATE + SYNTHESISSOURCES · FMP · SEC EDGAR · POLYGON · FRED

LOOPS EVERY ~24s · ANALYZE

Fundamental
+8.4
Valuation
7.9
Smart Money
8.1
Narrative
=4.2
Macro
6.0
Technical
7.2
Catalyst
!9.0
RED TEAMFUNDAMENTAL ✓VALUATION ✓SMART MONEY ✓NARRATIVE ⚑ thin dataMACRO ⚑ weak linkTECHNICAL ✓CATALYST ✓
DEBATE TRANSCRIPT26 LLM CALLS
BEARsix-executive cluster sell undercuts the quality story
BULLcapex converts to revenue from Q4; margins hold at 46%
VALUEP88 of the DCF distribution leaves no margin of safety
CONTRARIANconsensus is crowded; the one cautious note stands out
JUDGE · QUALITY CASE STRONG, PRICE CASE STRONGER · CONF 7/10
IDLE
MSFT NASDAQ
0.0

An exceptional business at a demanding price. Shares sit at the 88th percentile of our DCF distribution; the median is $353. Elite fundamentals, no margin of safety at current levels.

Scores and evidence, traced to source. Educational research, not investment advice.

Reports · vs · Compass

Two products, two jobs.

Reports gives you the full picture before you take a position. Compass tells you what changed about the position you already own.

DIMENSION
WTM Reports
WTM CompassFLAGSHIP
Behavior
You ask, it answers
It watches, you read
Best for
Evaluating a new stock
Ongoing positions
Cadence
One-time per stock
Weekly automated cycles
Latency
60 to 90 seconds, on demand
Sunday digest in your inbox
Output shape
9-phase deep report
7-analyzer synthesized brief
When you use it
Before initiating a position
For as long as you own it
Seven analyzers

What each brief covers.

Each Compass brief is the synthesis of seven specialized analyzers. Each one reads the latest data through a single lens, then hands its conclusion to the synthesizer.

01

Fundamental

Latest financials, multi-period trends, peer comparison.

  • · Income · cash flow trends
  • · Margin & ROIC progression
  • · Peer-relative benchmarks
02

Valuation

DCF plus relative valuation. Fair value range, not a point estimate.

  • · DCF · WACC sensitivity
  • · EV/EBITDA · P/E vs history
  • · Fair-value confidence band
03

Smart Money

Insider buying, institutional flows, activist filings.

  • · Form 4 open-market buys
  • · 13F · 13D/G changes
  • · Cluster-buying detection
04

Narrative & Sentiment

News velocity, social signal, analyst-revision direction.

  • · Headline-volume baseline
  • · Tone-weighted sentiment
  • · Analyst PT revisions
05

Macro & Cross-Asset

Yield curve, sector rotation, commodity & FX signals.

  • · Yield-curve regime
  • · Sector relative-strength
  • · USD · commodity overlays
06

Technical

Price action, moving averages, momentum & volume signals.

  • · 50/200-day cross
  • · RSI · MACD context
  • · Volume-confirmed levels
07

Catalyst Calendar

Upcoming earnings, FDA dates, product launches.

  • · Earnings · guide updates
  • · Regulatory windows
  • · Investor-day · launch dates
SYNTHESIS
Seven inputs → one verdict.

The synthesizer reconciles disagreement between analyzers and produces the conviction score, plain-English thesis, and watch items.

The output

What a brief contains.

Every Active and Monitor stock gets one of these each week. A conviction score, a synthesis you can read in thirty seconds, and the evidence underneath it, traced to source.

MSFT NASDAQ
SAMPLE BRIEF
0.0
CONVICTION

An exceptional business at a demanding price. Shares sit at the 88th percentile of our DCF distribution; the median is $353. Elite fundamentals, no margin of safety at current levels.

FUNDAMENTALElite returns on capital; moat intact+8.4
VALUATION88th percentile of the DCF distribution7.9
SMART MONEYSix-executive cluster sale on the tape8.1
CATALYSTQ4 earnings July 22!9.0
WATCH ITEMS
  • Q4 earnings July 22: does capex start converting to revenue?
  • Executive cluster sale: one-off diversification or a pattern?
SEC EDGARFMP FUNDAMENTALSPOLYGON PRICESDCF MONTE CARLO

Sample brief. Scores and evidence traced to source. Educational research, not investment advice.

  1. 01

    Conviction · 0 to 10

    The synthesizer's confidence in its own thesis, tracked week over week. Every score is calibrated after the fact: predictions are checked against what actually happened at 30, 90, and 180 days.

  2. 02

    The synthesis

    One paragraph that reconciles all seven analyzer signals, the red-team flags, and the debate verdict. Every number in it comes from the data pipeline, never from the model's memory.

  3. 03

    Signal rows

    Each analyzer's read on the week (fundamental, valuation, smart money, narrative, macro, technical, catalyst) with the analyzer's own self-reported confidence beside it.

  4. 04

    Watch items

    The specific, checkable questions for the weeks ahead: an earnings date, a margin level, an insider-activity pattern. Facts to verify, not actions to take.

  5. 05

    Source chips

    Where the evidence came from: SEC EDGAR filings, FMP fundamentals, Polygon prices, the DCF Monte Carlo. Every claim in the brief traces back to one of these.

The scoring rules, the debate format, and the calibration loop are documented in full: read the methodology.

From research to decision

Research is the start. Anchor is the decision.

Compass tells you what changed on your watchlist. Anchor goes further: it scores every idea 0-100, surfaces the few worth a deep brief, and turns each one into a conviction-rated call with a target, a thesis, and a plan. The radar-to-decision loop, closed.

ANCHORWEEKLY DISCOVERY SCAN● SCANNING
SIGNALS · NEWS VELOCITY · FILINGS · FLOWS · MACROSURFACED · 0 THEMESCADENCE · WEEKLYILLUSTRATIVE SCAN: example themes, not recommendations

Compass hunts for what should be on your watchlist.

Your watchlist is a snapshot of what you already know. The scan above shows how Anchor works the other direction: every week it sweeps a wide field of names (earnings surprises, filing language, insider activity, government contract flow) and condenses what it finds into a handful of named, evidence-scored themes.

Each theme arrives with a 0-10 score and the tickers that anchor it, so you can see why a cluster surfaced before you spend a minute on it. The strongest candidates are queued for a full Compass deep brief automatically. The discovery radar feeds the research engine without a human picking names by hand.

The animation is an illustrative scan: example themes, not this week's output. What Anchor produces is always themes with evidence, never stock recommendations.

01

Scored, not summarized

Every name on your radar ranked 0-100 across fundamentals, valuation, smart-money flows, government spending, and catalysts, so the few that matter rise to the top.

02

Conviction, not commentary

Each idea worth a deep brief becomes a conviction-rated call (1-10) with a fair-value target band and a written thesis: a decision, not just a description.

03

Positions & thesis tracking

Anchor opens a position, tracks the thesis you bought, and tells you the moment a claim breaks, so you exit on logic, not on a gut feeling.

04

Closes the loop

It even decides which stocks earn a brief, ranked off the live radar, so you stop picking what to research by hand. Radar → decision, automated.

We put our research where our mouth is. Anchor now paper-trades its own research, every decision scored against reality, after real-world costs. Live track record coming soon.

Anchor is in early access.

Request an invite and we’ll reach out as we open seats.

Coverage tiers

Three depths of monitoring.

Not every stock deserves equal attention. Compass lets you concentrate analytical depth on the ones you actually own.

Active

· 2 stocks

Deepest coverage. Weekly brief covers all 7 analyzers plus deeper synthesis. Mid-week alert if a brief's conviction shifts by ≥1.0 point.

  • Weekly brief, all 7 analyzers
  • Mid-week conviction alerts
  • 4-week conviction history
  • Catalyst-window notifications
AVAILABLE ON: Compass Pro · Premium

Monitor

· 15 stocks

Coverage of the 5 most decision-relevant analyzers. Weekly digest only: no mid-week alerts.

  • Weekly brief, 5 core analyzers
  • Conviction & rating
  • Catalyst-calendar entries
  • Not included
AVAILABLE ON: Compass Pro · Premium

Watchlist

· Unlimited

Lightweight surveillance. Compass flags only material news, catalyst dates, and large insider activity.

  • Event alerts only
  • Earnings & catalyst dates
  • Material news triggers
  • Not included
AVAILABLE ON: Compass Pro · Premium
Stock counts shown are the Compass Pro ceiling. Premium expands to 5 Active / 30 Monitor.See plan details →
FAQ

Things people ask about Compass.

Compass runs every Sunday evening, starting 7:00pm Sydney time (09:00 UTC). Seven analyzers ingest the week's data (financials, filings, prices, news, insider activity, macro) and a synthesizer reconciles them into a single brief per Active or Monitor stock. The digest lands in your inbox Monday at 06:30 local time, ranked by what changed.
Get started · 2-minute setup

Start with Compass Pro.

2 Active stocks · 15 Monitor stocks · $29 / month. Cancel any time. Your archive stays.