AI-Driven Capital Protection
Compass Waardex analyses market data continuously and executes automated divestment the moment risk thresholds are breached, so you are not required to watch the screen.
Visualised above: a live risk corridor plotted against market movement, used to determine when automated protection engages.
Market Fatigue
Markets move outside office hours, across time zones, and faster than any single person can track between school runs and client calls. A portfolio left unwatched for a few hours during a drawdown can lose more ground than months of gains can recover.
Compass Waardex replaces manual vigilance with automated oversight that runs on a fixed schedule, independent of your availability, applying the same thresholds every time.
Core Technology
01
Statistical models assess historical volatility and current positioning to estimate the probability of drawdown before it occurs, not after.
02
Market feeds, liquidity signals, and macro indicators are reconciled continuously into a single risk reading, updated as conditions shift.
03
Dynamic thresholds adjust to volatility rather than sitting at a fixed percentage, reducing false exits while limiting severe downside.
Methodology
Price, volume, and macro data are pulled from multiple sources and normalised into a consistent format for analysis.
The model compares current conditions against algorithmic thresholds calibrated to your portfolio's risk tolerance.
When a threshold is crossed, automated divestment is triggered without requiring manual confirmation, closing the gap between signal and action.
Illustrative comparison of an unmanaged market curve against a Compass Waardex-managed position over the same period.
Drawdown Comparison
The gap between the two curves is the Compass Waardex delta — capital retained during periods of market stress.
Reducing the depth of a drawdown has a disproportionate effect on long-term results, because a smaller loss requires a smaller gain to recover. This is the basis of what we refer to internally as preserved compounding.
Chart is a simplified representation for illustrative purposes only. Past performance patterns do not guarantee future results, and all investment carries risk of loss.
About Compass Waardex
Compass Waardex was built around a simple constraint: busy parents and professionals cannot watch markets all day, and should not need to. The platform applies the same systematic logic every time, removing hesitation and emotional timing from the exit decision.
Our focus stays on downside protection first, because limiting losses has a more reliable effect on long-term outcomes than chasing additional gains.
Frequently Asked
Connections to brokerage and market data providers use encrypted transport, and credentials are never stored in plain text. Access is logged, and read permissions are separated from any execution permissions wherever your broker's API supports it.
Yes. The platform connects to your existing holdings through supported broker integrations and applies risk monitoring to positions already in place, without requiring you to transfer assets or open a new account.
Execution is initiated immediately once an algorithmic threshold is breached. Actual fill speed depends on your broker's infrastructure and prevailing market liquidity at the time of the order.
Compass Waardex operates as an analytical and automation layer alongside your existing regulated brokerage. We recommend confirming your broker's FCA status and reading their terms, as order execution remains governed by their regulatory framework.
Thresholds widen automatically during high-volatility conditions to reduce the frequency of premature exits, while still maintaining a defined maximum drawdown limit for each position.