Method & Rivals
Before building, we researched whether similar products already exist. The verdict: many related tools, but none that focus and integrate “AI market + legendary investors + long-term investing”. Here is the landscape and where we fit.
Competitor research: what already exists
AI stock pickers / research tools
Gap: Mostly black-box AI scores and short-term signals — they tell you “what to buy” but rarely “why”, with little long-term education.
Sources: Prospero — best AI stock pickers 2026 · Monday — best AI for investing 2026
Superinvestor / 13F trackers
Gap: They list an investor’s entire portfolio, but are not organized around the AI theme and rarely explain the reasoning behind each position.
Sources: HedgeFollow — 13F tracker · Super Investors — 25+ legends · Fiscal.ai — superinvestor portfolios
Chinese all-in-one trading apps
Gap: Large all-in-one trading/quote platforms whose AI assistants focus on news read-outs and screening — not a focused “AI theme + legendary investors + long-term education” hub.
Sources: Eastmoney — 同花顺 vs 雪球 AI 评测 · Sina Finance — 2026 AI 炒股软件
Content / media sites
Gap: Rich but scattered articles on AI stocks — no structured, continuously-tracked “theme hub”, and not bilingual.
Sources: Motley Fool — best AI stocks 2026 · BlackRock — AI stocks & 2026 playbook
How we are different
Focused integration: ①AI market layers + ②legends’ AI positioning and reasoning + ③long-term education in one structured hub — a combination none of the incumbents offer.
Explains the “why”, not trading signals: every view comes with reasoning and public sources, with no black-box predictions.
Bilingual and long-term by design: serves Chinese and global readers, turning long-term discipline into an actionable checklist.
Compliance-first: every figure is dated with an “as of” label and disclaimer — clearly education, not advice.
Compass Consensus Score (CCS) methodology
CCS quantifies the tracked legends’ disclosed positioning on each stock into an explainable 0–100 score. The formula is fully public:
· holdersScore = 12 × holders (≤48)
· actionScore = Σ [new +12 · add +10 · hold +4 · trim −8 · exit −12] ∈ [−20, +40]
· diversityBonus = +12 when holders span ≥3 style buckets (value/growth/macro)
- · Bands: ≥80 strong / 60–79 consensus / 40–59 split / <40 weak. Cross-style agreement (e.g. value and growth investors holding the same name) carries more information than one school agreeing with itself — hence the bonus.
- · Data refreshes each 13F season; every period’s snapshot is retained, accumulating a back-testable consensus time series — this site’s proprietary data asset.
- · CCS is an educational analytic reflecting the legends’ collective actions; it does not predict prices and is not investment advice.
Data & method
- · Holdings come from public sources (quarterly SEC 13F filings and reporting), curated to illustrate reasoning rather than list a full portfolio; each is dated with an “as of” label.
- · Content is static today, with a reserved live-data interface (MarketDataProvider): a quotes / 13F API can be plugged in later without changing any page.
- · Optional live quotes are provided by Finnhub (proxied via a Cloudflare Pages Function); quotes are delayed and for reference only, showing “—” when no key is configured.
- · The entire site is educational; it offers no personalized advice or trading signals.
- · Monetization disclosure: the “open an account” sections contain referral links, and we may earn a commission from sign-ups; this does not influence our content. Newsletter emails are used only to send updates — never sold or shared.