This is what makes 401(k) Compass one of a kind. A Substack writer. A podcast. A YouTube breakdown. A Bogleheads forum post. Add any source you trust and their perspective directly shapes how your funds are scored. Your analysis isn't generic. It reflects the voices you actually follow.
Ask any question about your 401(k) and get clear, data-backed answers. The AI understands your uploaded funds, your preferences, and the nuances of each investment philosophy, so the answers are always relevant to your specific situation.
Drop your fund fact sheets and watch them transform into structured, comparable data. Our AI reads every metric: expense ratios, returns, risk measures, holdings. All of it organized for instant analysis.
Every fund is evaluated through five distinct investment philosophies. Each has different priorities: cost efficiency, diversification, growth potential, capital preservation, or lifecycle alignment. You see how your funds stack up from every angle.
When all five philosophies agree a fund is strong, you can invest with confidence. When they disagree, you know to dig deeper. Consensus scoring surfaces the funds with the broadest expert-level support and flags the ones that divide opinion.
Your age, retirement timeline, risk tolerance, account balance, and tax treatment all factor into the recommendations. Two people with different situations looking at the same fund will get different guidance, because they should.
Line up any two or more funds and compare them across every metric and philosophy score in one clean view. No more flipping between fact sheets. See the winner at a glance.
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