Education Engine
Deep-dive reference for every engine in CompoundX: scoring systems, thresholds, factors, and what drives each decision.
Current Module
Dashboard
Reference material is organised around how the live engine scores, filters, and explains decisions.
Coverage
16 engine modules
Use this as the glossary and operating manual for the full investment system.
Learning Flow
Start with the signal you are reviewing
Education should answer why the app is surfacing a score, not pull you away from the decision.
Dashboard Engine
Your daily portfolio health read — intelligence cards, deployment readiness, rotation pairs, data gaps, and conviction conflicts.
Purpose
The Dashboard surfaces a daily read on your portfolio's health, deployment readiness, and data quality. Everything is computed from your latest saved capital plan and live market data — no manual input required. It's designed to be the first thing you check each morning to catch anything that needs your attention.
Cockpit Panels Explained
Today's Intelligence
Auto-generated insight cards sorted by priority. Each card flags something actionable — a concentration risk, a stale data point, a VIX regime shift, or a rotation opportunity. Cards have a confidence badge (high/medium/low) reflecting how certain the engine is. Dismiss cards once you've acted on them — they won't reappear in the session.
Deployment Readiness Score
A 0–100 composite score representing how ready conditions are to deploy new capital right now. Computed from: CompoundX Market Sentiment, VIX confirmation, quality of current buy opportunities, data confidence across holdings, and theme concentration risk. Above 70 = favourable. Below 40 = caution.
Capital Allocation Radar
A snapshot of your top candidates from the latest saved planning engine run. Shows each candidate's ticker, how it's labelled (core, satellite, or speculative), and its composite candidateScore. Use this to verify the plan's top picks at a glance without reopening the Planning Engine.
Rotation Opportunities
Pairs your trim candidates (positions the Capital Rotation Engine flagged as overweight or extended) with your strongest buy opportunities. Each pair shows: what to sell, estimated proceeds, and what buy candidate could absorb that capital. Only appears when both trim signals and buy signals coexist in your latest plan.
Conviction vs Data Conflicts
Highlights positions where your conviction score and the underlying data are misaligned. A high conviction (e.g. 9/10) paired with a low buy score (e.g. 25) means your belief in the position outpaces what the data supports — the engine flags this for a thesis review. The reverse (strong data, low conviction) is also flagged.
Data Health
Lists positions where technical data is missing or stale. Common gaps: no 200-day moving average, no 52-week high/low, missing RS rating, or no EPS proxy. When data is absent, the engine uses neutral defaults — which can silently underweight strong candidates or overweight weak ones. Fix gaps in the Capital Engine's position settings.
Intelligence Card Confidence Levels
High
Multiple data sources agree. The engine is certain enough to act.
Medium
Some supporting data present, but not all conditions confirmed.
Low
Limited or stale data. Use as a prompt to investigate, not to act.
Deployment Readiness — Score Breakdown
CompoundX Market Sentiment is primary. VIX remains secondary confirmation for complacency, stress, and divergence.
Maximum buy score among current candidates. Above 65 = strong opportunities exist.
What fraction of holdings have high-confidence data. Missing data reduces confidence in the plan.
High theme concentration (>30% of portfolio) reduces readiness — correlated risk is elevated.
≥70
Favourable
40–69
Moderate caution
<40
Hold or phase in
Tips for Daily Use
Check the cockpit before opening the Planning Engine. The intelligence cards often surface the same insight — reviewing them first saves you re-running a plan for something already visible.
Dismiss cards once you've acted or noted them. Cleared cards won't come back until the underlying conditions change and the engine re-generates the signal.
A low Deployment Readiness Score doesn't mean you should do nothing — it means you should deploy slowly or into the strongest single candidate rather than spreading capital across 4–5 positions.