CompounderHQ

Find quality compounders with the screener, 20 guru portfolios, and Signal Zones across US-listed securities. Judge them with the Compounder Score and its quality gate, a 2-stage DCF fair value estimate, F-Score and Z-Score checks, and covered-call payout verdicts from distribution coverage, consistency, and NAV trend. Track what they pay with a 365-day dividend calendar, a received ledger, and a per-month, per-account income forecast with DRIP and FIRE goals. Keep the record straight across every account: specific-lot cost basis, real tax wrappers, and an after-tax view for 9 residencies. Your 1099 is the authority, and entering it replaces our estimates for that fund and year.

CORE CAPABILITIES

• Multi-account, specific-lot tax accounting: Taxable, Trad IRA, Roth, 401(k), HSA plus 19 international wrappers (including NISA, iDeCo, ISA, SIPP, SRS, MPF, IRP, NPS, PPF) are real entities, not labels. Lots track FIFO, LIFO, min-tax, max-tax, or average cost.

• Forward 12-month after-tax income, per residency: dividends projected after domestic tax and treaty withholding, with the Foreign Tax Credit modelled. Tax-advantaged accounts shelter domestic tax only; US withholding still applies.

BUILT FOR THE COMPOUNDER
• Compounder Score 0 to 10: an umbrella over three lenses (Income, Growth, Value) anchored by a Quality gate; drill into each lens per holding
• Signal Zones and technical alerts: Accumulate, Hold, and Reduce reads from RSI-14, MACD, 50/200-day crosses, and distance from the 52-week high, with a confidence score and rationale. Set your own RSI, yield, P/E, or Compounder Score thresholds. Informational context, not trade signals.
• 13F guru ownership: which of 20 tracked investors own a stock, plus Guru Consensus
• Quality-Growth screener with lens filters and a Margin-of-Safety view
• Capital allocation: owner earnings and buyback yield net of SBC dilution
• Income Goal and FIRE date: year-by-year DRIP simulation
• Portfolio X-Ray: the underlying exposure behind ETFs you hold
• Face ID app lock plus a Lock Screen and Dynamic Island ticker
• Dividend Calendar with inline distribution detail
• Withdrawal sequencing plus a year-end tax-harvest view
• CSV import: 7 brokers, 11 formats (Fidelity, Schwab, Vanguard, IBKR, SBI, Rakuten, Monex, generic)
• Ex-dividend and earnings alerts, widgets, deep links
• Referral program: invite a friend and you both get a free month

PRIVACY FIRST
On-device by default (SwiftData). Optional iCloud sync stays in your private database, which we can't read. No analytics, no advertising IDs, no third-party SDKs.

PRICING
Start with 2 weeks of full access free, no payment required and no feature held back. CompounderHQ Pro is then $39.99 per year.

Pro is an auto-renewable annual subscription. Nothing is charged unless you choose to subscribe. Once subscribed, the price is charged to your Apple Account and renews annually unless cancelled at least 24 hours before the period ends. Manage or cancel in iOS Settings.

CompounderHQ is an information and analytics tool for US-listed securities only. It is not financial, tax, or investment advice.

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Privacy Policy: https://marsstudio.app/compounderhq/privacy