CompounderHQ

CompounderHQ is the dividend, income, and quality-growth tracker for serious investors who hold US-listed securities and care about getting the math right. CompounderHQ reads SEC Section 19(a)-1 notices for covered-call ETFs. Your JEPI, JEPQ, SPYI, QQQI, XDTE, ULTY, XYLD, QYLD, DIVO and SVOL distributions are split correctly into qualified dividends, ordinary income, return of capital, and Section 1256 gains, and return of capital automatically reduces your cost basis at the lot level. So your after-tax income forecast reflects what you'll actually owe. CORE CAPABILITIES • Section 19(a)-1 covered-call ETF tax intelligence: a distribution-class breakdown on every payout, per-lot ROC basis adjustment, and a disclosure-grade audit trail. • Multi-account, specific-lot tax accounting: Taxable, Trad IRA, Roth, 401(k), HSA plus 19 international wrappers (NISA, iDeCo, ISA, SIPP, SRS, MPF, IRP, NPS, PPF) are real entities, not labels. Every lot is tracked by FIFO, LIFO, min-tax, max-tax, or average cost. • Forward 12-month after-tax income, per residency: project next year's dividends after federal, state-equivalent, and treaty withholding across 9 residencies, with the Foreign Tax Credit modelled. Tax-advantaged accounts shelter domestic tax only; US withholding still applies, and you'll see it. 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 with technical timing context: Accumulate, Hold, and Reduce reads on every holding and watchlist name, fusing RSI-14, MACD, 50/200-day moving averages (golden and death cross), and distance from the 52-week high into a confidence score plus a plain-English rationale. Informational context, not trade signals. • RSI and moving-average signals: live RSI-14 on your watchlist, an alert when a quality name washes out (RSI below 30) or a holding's 50-day crosses its 200-day, plus your own RSI, yield, P/E, F-Score, or Compounder Score thresholds. • Covered-call ETF income scoring: distribution coverage, consistency, and NAV trend, so you can tell a durable income vehicle from a yield trap • 13F guru ownership: see which of 20 tracked investors own each stock, plus a Guru Consensus screen • Quality-Growth screener with lens filters and a Margin-of-Safety view • Capital allocation: owner earnings and real buyback yield (net of SBC dilution) • Income Goal and FIRE date: year-by-year DRIP simulation • Portfolio X-Ray: your true exposure behind every ETF • Face ID / Touch ID app lock plus a Lock Screen and Dynamic Island portfolio ticker • Dividend Calendar with inline Section 19(a)-1 distribution chips • Withdrawal sequencing plus a year-end tax-harvest view • CSV import for 8 brokers (Fidelity, Schwab, Vanguard, IBKR, SBI, Rakuten, Monex plus generic) • Ex-dividend and earnings alerts, home-screen widgets, deep links PRIVACY FIRST On-device by default (SwiftData). Optional iCloud sync stays in your private database, which we can't read. No analytics, no advertising IDs, no third-party SDKs. PRICING Start with a 14-day free trial with full access to everything: unlimited accounts and positions, the Income / Growth / Value lenses, after-tax income forecast, covered-call ETF tax and income scoring, Quality-Growth screener, 13F guru ownership, Portfolio X-Ray, all alerts, DRIP, and unlimited CSV import. After the trial, CompounderHQ Pro is $39.99/year. Pro is an auto-renewable annual subscription. Payment is charged at the end of the 14-day free trial unless cancelled at least 24 hours before it ends, 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