Compound
Portfolio X-Ray

The Compound agent takes a deep look at your portfolio.

An analysis connecting fundamentals, news and risks to your positions. Build your portfolio to try the preview.

Free preview · Full report for $9.00, one-time payment.

Preview → Account and payment → Full report → Optional conversation with the agent.

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What the agent delivers

Calculated composition and concentration; investigation of material positions; connected fundamentals, news and dependencies; review of material facts and a synthesis with conditional scenarios. Coverage and missing data are explicit.

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What the report answers

Where am I concentrated without realizing it?

Companies in different sectors may depend on the same commodity price, exchange rate or interest-rate cycle. Real concentration is rarely what the list suggests.

Which of these positions move together?

Owning seven stocks is not the same as making seven bets. The report measures how much of your money responds to the same external factor and shows the calculation.

What changed since I last checked?

Results, filings and guidance revisions tied to your assets, crossed with each position’s weight — without treating headline volume as importance.

Before you decide

See a full report, for real →

A complete X-Ray, with the agent's synthesis, the weights, the dependencies between positions and the source behind every number. Open, no sign-up and no payment — because what you buy is not this report, it is the same read on YOUR portfolio.

Six steps. None skipped.

A structured review, focused on what is yours, step by step, with the calculation and source behind every claim.

Every claim comes with its source and date. When a data point does not exist, it shows up as a declared gap — never as a zero filling in the table.

The agent starts working
  1. 01
    Composition

    It maps what you actually hold

    Real weights at current quotes, not a snapshot from the day you bought. It is the base for everything: concentration calculated on what the portfolio IS today, with the date of every quote used.

  2. 02
    Exposure

    It finds the concentration the list hides

    Companies in different sectors can depend on the same exchange rate, the same commodity, the same interest-rate cycle. The agent measures how much of your money responds to the SAME factor — seven stocks are not always seven bets.

  3. 03
    Numbers

    It checks the fundamentals behind every position

    Margin, debt, earnings and price for the most material positions, with the share of the portfolio covered made explicit. Missing data is identified, with a reason.

  4. 04
    Dependencies

    It looks for what would break the whole

    Not the risk of each stock in isolation: the risk of the SET. What has to stay true for the portfolio to work, and where a single external variable pulls several positions at once.

  5. 05
    News

    It crosses the recent fact with YOUR weight

    Results, filings and revisions tied to your assets, weighted by position — earnings on a stock that is 30% of the portfolio is not the same event as on one at 2%. A headline with no consequence does not make it in.

  6. 06
    Synthesis

    It closes with the reading of the whole

    The agent's executive synthesis: what deserves attention, what holds up, what stayed open. And the report becomes context for the conversation — you question any number without starting over.

If it is not worth it, you have 7 days

The 7-day right of withdrawal is yours by law (art. 49 of the Brazilian Consumer Protection Code), and it applies here with no fine print: if the report does not deliver what this page promises, write to us and we refund it. You do not have to justify yourself.

What this report is not

  • It is not a buy or sell recommendation. It organizes and contextualizes public data; the decision remains yours.
  • It does not forecast prices. Scenarios are conditional, with assumptions visible and the signals that would confirm or weaken them.
  • It does not say whether the portfolio suits your profile. Suitability assessment is a regulated activity. The report delivers the data and the read; the judgment is yours.
  • It does not hide what it does not know. Anything that could not be determined is stated with the reason.

Informational and educational content. This is neither an investment recommendation nor a research report under CVM Resolution 20.