Compounder logoCompounder

FOR EVERYDAY INVESTORS

Your thesis. Your news.

Enter your ticker. Tell us why you own it. We’ll track what matters.

Have an invite code? Sign up here →

See how it works

Invite-only beta · 20 thoughtful investors

PREVIEW TICKER

YOUR THESIS. YOUR NEWS.

Good evening.

One high-signal update across your portfolio


NVDA NVDA Data-centre demand stays durable 92%
thesis match

THESIS NEWS Today

New demand signal strengthens the core growth case

The update connects directly to the reason you own the stock, with the key number to watch next.

?

Why it matters: this supports the thesis rather than merely repeating the headline.

−6.4%

Why it moved: no thesis-relevant break found. Likely noise or non-fundamental flow.

Less stock news. More signal.

Go from information overload to clarity in minutes.

1

Add your holdings

Enter the stocks you own and tell us why you own them (your investment thesis).

NVDANvidia

Why do you own this?

Data-centre demand stays durable.
2

We track what matters

Compounder monitors news, filings, earnings and more through the lens of your thesis.

3

Get clear, actionable updates

Receive a concise evening brief with only the news that impacts your thesis, and why.

NVDANvidia92%
THESIS SUPPORTED

New demand signal strengthens the core growth case

More than a brief.

The evening email is the heartbeat. The app is the command center.

Portfolio

Every position, live day-change, and exactly what moved your portfolio today.

NVDAData-centre demand stays durable+2.1%
AMZNCloud re-acceleration+3.3%
NFLXSubscriber pricing power-1.8%
Allocation

Positions as planets on target orbit rings. Only the drifted ones wobble. Tap one to see the dollar fix.

9 on target NVDA META

Tap a wobbling planet to see the fix.

Performance

Your cumulative return vs the S&P 500 and Nasdaq, and how often you beat them.

12 of the last 20 days beating the market
Analyst targets

Every price-target change on your stocks. Who moved, which way, and whether it backs your thesis.

Goldman SachsNVDABUY$250
Morgan StanleyAAPLHOLD$180
BernsteinCRWDBUY$420
Insider moves

Form 4 buys and sells on your stocks. Who traded, how much, and what it says about conviction inside the company.

D. HerringtonAMZNSELL$252K
L. SuAMDBUY$1.2M
J. MildensteinMETASELL$890K

BUILT FOR CONVICTION

Stay close to the reason you invested.

No ticker-alert firehose. No generic summary. Just a focused check on whether your original logic still holds.

Have an invite code? Sign up here →  ·  Already in the beta? Log in →

Research support, not financial advice.