The Research Copilotfor Asset Management.

Compass turns institutional research, data and investment frameworks into governed, testable intelligence for investment teams.

From intent to insight — withfull governance.

Compass follows a 5-step graph to deliver accurate, traceable and actionable responses, with human oversight and enterprise controls at every step.

01
Router
Classifies intent and routes to the right tools.
02
Tool Planner
Selects and orders the best tools for the task.
03
Tool Execution
Runs analytical tools and collects results.
04
Grounding
Cites every number with source provenance.
05
Response
Streams a cited, annotated reply to the user.

Powerful tools fordeeper insights.

Six specialized tools work together to turn complex questions into actionable investment intelligence.

Forecast
Price & yield forecasts for equities and bonds.
Ranking
Cross-sectional ranks across stocks and credits.
Optimization
7-arm comparison: HRP, CVaR, BL-Alpha and more.
Regime
Multi-axis regime: rates, curve, credit, VIX, styles.
Knowledge
Internal research, textbooks & filings, cited.
True North
Holdings review: score, swap & forgone alpha.

Real conversations.Real decisions.

Illustrative thread — interface mock-up, not a performance claim. No figures shown are back-test or live results.

The morning regime check
PM asks for the regime and its tilt implications; Compass cites market_data, regime and risk scenario tools.
What is the current market regime and what are the tilt implications?
the current regime is “Risk On” with a positive equity tilt, Key drivers include rising growth, easing inflation and stable credit spreads.
Price forecasting on demand
A proactive forecast pack surfaces conflicts between ranking and forecast models; the analyat drills into drivers.
Show me the 1-month price forecast for AAPL and the key drivers.
AAPL has a +4.85% forecast return. However, the ranking model is less bulish due to sector rotation. Key drivers earning momentm, buybacks and improving demand.
Optimization, in plain language
The PM edits an optimized book in natural language; the mandate gate re-checks and the graph resumes from the checkpoint.
Increase US tech exposure by 5% and keep within the mandate.
Updated portfolio weight applied. Mandate and restricted list check passed. Optimization complete. Resuming from checkpoint.
The True North review
Flags swap candidates, cites the published methodology and queues proposals for approval.
Run the True North Review for this quarter.
12 swap candidates identified. Top 3% TSM, BRKB, and CRM. See methodology and proposed changes in the report.

Modules — Built for YourInvestment Workflows.

From the core tools every thread uses, to modules built for a specific desk’s decisions.

Any of these — and any of your own REST systems — becomes a Compass tool from a JSON spec at runtime: wired by configuration, not custom integration.

Card 1CORE TOOLS
Problem and outcome: Stop stitching together research, models and notes. Ask one question and get cited answers, with every number computed by a deterministic, point-in-time tool and no language model in the scoring path.
- Forecast
- Ranking
- Optimization
- Regime
- Knowledge
- True North
Card 2DESK MODULES
Description: Each module answers a specific desk’s decisions, with its own page, buyer and call to action.
- True North — See how much alpha your book leaves on the table, and which swaps inside your mandate close the gap.
- Corrective Warehousing — Decide whether to warehouse or hedge client flow with a priced answer.
- TENOR — Know which loans will be recalled, how long they will last, what is deliverable and what rate to quote.
- Lodestone — See how volatile and how clustered the market is likely to be, so risk, hedges and stress tests hold up when correlations rise.

TRUE NORTH — MODULE DETAIL

A book-aware node formandate-awareholdings review.

Scores every position, proposes like-for-like swaps inside the mandate, and reports the alpha left on the table.

Key Steps

Score the book
Keep · swap · index
Present, don’t trade

Forgone-alpha meter
Constraint harness

TENOR — MODULE DETAIL

Four Desk Decisions,Scored BeforeYou Make Them.

Which loans will be recalled, how long they will last, what is deliverable at settlement, and what rate to quote — each scored with the reasons behind it, from your own loan, inventory and locate history, nightly or on demand, entirely inside your VPC.

Key Steps

Recall — probability supply is pulled
Duration — how long a loan survives
Availability — deliverable at settlement
Rate curve — what to quote, by size
Reasons — drivers behind every score

LODESTONE — MODULE DETAIL

Forecasts That Hold UpWhen Correlations Rise.

Classical forecasts break when markets cluster. Lodestone forecasts volatility, correlation, network shape and co-movement scenarios for about 500 liquid US stocks at 1-week, 1-month and 1-quarter horizons, so risk, hedges and stress tests reflect how stocks move together.

Key Steps

Volatility — each of about 500 stocks
Correlation — every pair
Network shape — which stocks cluster
Scenarios — many plausible next periods

Enterprise-grade security,by design.

Compass runs on frontier models (Claude / GPT-class) under Zero Data Retention — the model is a component, not the product. Model-agnostic by design.

Inside your perimeter
Local deployment; remote models under Zero Data Retention; per-desk entitlements and information barriers honoured.
Wired by configuration
Any internal REST system becomes a tool from a JSON specat runtime; no MCP servers to build, no new outbound network connections.
Governed by construction
Mandate & restricted-list gate as a graph node; every number grounded; human approval with checkpoints; append-only audit.
Testable, not a black box
Full trace behind every answer; golden test sets, replay, drift detection; vendor upgrades become measured, reported changes.
Model-risk ready
Versioned, registrable (MRM).