Investment decisions, simplified

Compoundeer is the AI-native decision-making platform that unifies your entire investment value chain. Connect all your systems, unify fragmented data, and make better decisions with AI that learns from your workflows.

AI-native platform that unifies your data, workflows, and decisions

  • Intuitive interface
  • API integrations
  • AI at the core

Enterprise-grade tools for investment managers.

  • AI Core

    As Compoundeer was built after the AI revolution, AI is natively integrated into every workflow, not retrofitted like legacy offerings.

  • Secure by design

    Full traffic encryption and SSO access. Maintain full control over your information with client-side data integration and Bring Your Own AI Model (BYOM) support.

  • Business-user oriented

    The highly intuitive user interface enables domain-aligned users to start operating from day one. No lengthy training required.

  • AI that learns from you

    Continuous learning and adaptation from your organizational knowledge. The model adapts to your workflow through long-term memory and feedback loops.

  • Data and Models Extension

    Import your data, use your models, and backtest your strategies. Our platform adapts to your organization, not the other way around.

  • Built for Integration

    Access third-party APIs directly from the platform, enabling cross-system workflows from a single unified platform.

  • Decision traceability

    Auditable trace of all decisions. Track assumptions, learn from past experiences, and maintain compliance.

  • Cross-system AI integration

    AI agents can access all connected systems. Introduce AI capabilities to third-party software through our platform.

Flexible calculation engine.

Define custom metrics, run statistical analysis, and backtest strategies. Extend available functions through APIs to integrate your in-house models and strategies. The calculator is fully integrated with AI, allowing the model to create new computation using your custom functions.

AI across all your systems.

Analyze companies, industries, and strategies with AI that understands your workflow. The AI retrieves filings, extracts insights, creates calculations using your custom functions, and documents everything in shared notes. The model has access to all connected systems, enabling AI capabilities on third-party software.

Modern Dashboard.

Visualize and analyze data, create reports, and make decisions—all in one place. Real-time collaboration lets multiple users work on the same dashboard simultaneously. Elevate your decision-making by understanding markets, company fundamentals, and portfolio performance at a glance.

Modern Dashboard.
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Lightspeed queries.

Screen through securities, trades, and portfolios in milliseconds with powerful filtering capabilities. Execute complex queries across financial metrics, ratios, and market data with instant results. Combine structured criteria with natural language queries for intuitive, high-performance screening powered by AI.

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