The Methodology
How every number is made — and why you can trust it. Every engine (Deep Score, Winner Odds, Emerging Compounders, valuation, TWR/MWR, ACB, superficial loss, FX, tax, decumulation) with its exact formula and the ITA section or GIPS/CFA standard it conforms to. Written to be read by a first-time investor and audited by a CFA.
User Guide
A guided, screenshot-led tour of the product — set up your portfolio, read the Screener and Winners, and follow the Advisor's recommendations.
Full Manual
The complete, feature-by-feature manual with every screen and control explained, using the demo portfolio throughout.
Strategy Report — Methodology & Framework
The investment framework behind the Strategy Report: how quality, value, and conviction combine into a disciplined, tax-aware plan.
Strategy Advisor — Disclosure
What the advisor measures, what it approximates, and what it has not validated — with the CFA Institute Standard each item bears on, and the register entry that governs it. Built from the model register, so it describes the engine that ships.
CompoundWise — research & bookkeeping for long-horizon investors, built Canadian-first. These documents describe the platform's methodology and how to use it; they are not legal, tax, or investment advice. Screenshots use a demo portfolio, so no real data is shown. · compoundwise.io