CompounderHQ

Find quality compounders with the screener, Guru Consensus across 20 tracked 13F investors, and Signal Zones across US-listed securities. Dividend, income and after-tax tracker for US stocks and covered-call ETFs such as JEPQ, SPYI, QQQI and JEPI. 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 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, 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 where it applies. 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 income projection with flat-growth and dividend-cut scenarios • 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 recognises exports from Fidelity, Schwab, Vanguard, Interactive Brokers, SBI, Rakuten and Monex, plus a generic format • Ex-dividend and earnings alerts, widgets, deep links, and Siri answers for your income forecast • Latest results per holding: revenue, EPS, guidance and dividend news from the company's own earnings release, with a link to it • Export the accounts you choose, with your watchlist, alerts, goals and settings, in one password protected file for CompounderHQ on another device • iPhone and iPad PRIVACY FIRST On-device by default (SwiftData). Optional iCloud sync stays in your private database, which we can't read, and Settings shows its status. 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. After that, Accounts and Watchlist stay free with 1 account, up to 10 open positions and 1 CSV import, and nothing you enter is ever locked away. CompounderHQ Pro unlocks Income, Act, X-Ray, Alerts and unlimited accounts, positions and imports for $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. Terms of Use (EULA): https://marsstudio.app/compounderhq/terms Privacy Policy: https://marsstudio.app/compounderhq/privacy