# Stock Compass

> Personal stock decision tool for Hong Kong, US and China A-share markets. Users write their own trading rules as strategies; every trading day the app scans their watchlist and produces a prioritized buy / add / trim / exit checklist, logs every signal, scores it against real T+1 / T+5 / T+10 returns, and attributes each journaled trade to "followed the rules" or "deviated".

## Key facts

- Website: https://stock-compass.app (English: https://stock-compass.app/en · 中文: https://stock-compass.app/zh)
- Markets covered: Hong Kong (HKEX), United States (NYSE / Nasdaq), China A-shares (Shanghai / Shenzhen)
- Data: end-of-day bars from Yahoo Finance and Tencent; intraday quotes are 15–20 min delayed. Not a broker; no brokerage account connection; no order execution.
- Strategy builder: 96 technical, fundamental, market and position indicators (RSI, MACD, ADX, moving averages, TRIX, volume ratios, 20-day breakout, P/E, ROE, margins, days to earnings …) combined with AND/OR groups into four rule sets: buy, add, trim, exit. No coding.
- Signals are prioritized exit > trim > add > buy > watch and are a scanner, not a recommendation.
- Pricing: Free tier (up to 50 tickers across all markets, 3 custom strategies per market). Pro: USD 8/month or USD 60/year with a 14-day free trial — 500-ticker watchlist, strategy backtesting (up to 500 tickers), email alerts, and connecting AI apps (MCP) and the REST API. Prices exclude any tax Stripe adds at checkout. See https://stock-compass.app/en/pricing
- Languages: English and Simplified Chinese (every public page has a twin at /en/… and /zh/…).
- Operator: Stock Compass (Australian sole trader, ABN 60 266 362 714). Support: support@stock-compass.app
- Disclaimer: educational tool and rules-based data interpretation only; not personalized investment advice.

## AI apps and the API

**Setting a user up?** Read https://stock-compass.app/ai/setup.md and follow it: it walks an AI through installing the connector and skill, signing the user up (free Pro trial, no card) and their first steps.

Any AI app or agent can work with a user's own Stock Compass records (Pro):

- Read: watchlist, holdings, trades, signals and price alerts.
- Change, if the user allows it: add or remove watchlist stocks, record, correct or delete trades, change stops and targets, set price alerts.

Recording a trade records it in Stock Compass. It never places an order with a broker.

- MCP server: https://stock-compass.app/api/mcp (Streamable HTTP). It has 11 tools: get_watchlist, get_signals, get_trades, get_price_alerts, add_to_watchlist, remove_from_watchlist, record_trade, edit_trade, delete_trade, set_stop_target, create_price_alert.
- Sign-in with OAuth 2.1: the app sends the user to https://stock-compass.app to approve it, read only by default. Discovery documents are at https://stock-compass.app/.well-known/oauth-protected-resource/api/mcp and https://stock-compass.app/.well-known/oauth-authorization-server.
- Personal API key (`sc_…`): created in Settings → AI apps & API, and sent as `Authorization: Bearer sc_…`. It works with the MCP server and with the REST API at https://stock-compass.app/api/v1.
- Both are limited to 60 requests a minute.
- Full reference for keys, MCP tools, REST endpoints and errors: https://github.com/Stock-Compass/stock-compass-plugin/blob/main/skills/stock-compass/references/api.md
- An Agent Skill (SKILL.md) that teaches an assistant how to use all of this, and a one-step Claude plugin: https://github.com/Stock-Compass/stock-compass-plugin

## Pages

- [Landing (English)](https://stock-compass.app/en): Product overview.
- [首页 (中文)](https://stock-compass.app/zh): 产品介绍。
- [Demo (no signup)](https://stock-compass.app/en/demo) · [演示](https://stock-compass.app/zh/demo): Read-only demo of rules-vs-gut trade attribution.
- [Pricing](https://stock-compass.app/en/pricing) · [定价](https://stock-compass.app/zh/pricing): Free vs Pro comparison.
- [Use it from AI apps](https://stock-compass.app/en/ai) · [AI 接入](https://stock-compass.app/zh/ai): One line to paste into Claude, ChatGPT or any AI to be set up; what the AI can do; supported apps.
- [About](https://stock-compass.app/en/about) · [关于](https://stock-compass.app/zh/about): Who runs Stock Compass, why, data sources, how signals are computed, what it does not do.
- [Metrics Glossary (EN)](https://stock-compass.app/en/glossary) · [指标词典 (中文)](https://stock-compass.app/zh/glossary): Plain-language definitions of every metric shown on a stock card; each term also has a long-form page at /{lang}/glossary/{key}.
- [Privacy](https://stock-compass.app/en/privacy) · [Terms](https://stock-compass.app/en/terms)

## Guides

Public, educational articles on trading rules, discipline, and execution. Free to read, no login required. Each exists in English and Chinese.

- [Guides index (EN)](https://stock-compass.app/en/guides) · [指南索引 (中文)](https://stock-compass.app/zh/guides)
- [Why You Can't Actually Execute Your Stop-Loss (and How to Fix It)](https://stock-compass.app/en/guides/stop-loss-you-cant-execute): You know you should cut losses but freeze when it's time. The problem isn't the method, it's execution. Here's the psychology behind it, a worked example, and how to turn stop-loss discipline into a daily checklist.
- [为什么你总是"止损执行不了"?把纪律变成每天的买卖清单](https://stock-compass.app/zh/guides/stop-loss-you-cant-execute): 知道要止损却下不了手?问题不在方法,在执行。本文讲清止损难执行的心理机制,用一个算得清的例子说明拖延的代价,以及如何用一套规则把交易纪律变成每天可照做的清单。亏 10% 要涨 11.1% 回本,亏 50% 要涨 100%;止损位要在买入前和仓位一起定好,复盘时看执行率。
- [How to Set Take-Profit and Stop-Loss for HK/US Stocks (the 10%/5% Rule)](https://stock-compass.app/en/guides/take-profit-stop-loss-rules): Take-profit and stop-loss are two numbers you write before you buy, not a gut feeling. This covers fixed-percent, technical-level and ATR stops, fixed/trailing/scale-out targets, why a 5% stop is too tight for a 3%-ATR stock, and how to combine it all into one backtestable rule.
- [港美股止盈止损怎么设?10% 止盈 + 5% 止损的实操规则](https://stock-compass.app/zh/guides/take-profit-stop-loss-rules): 止盈止损不是凭感觉,而是买入前写死的两个数字。本文讲清固定比例、技术位、ATR 三种止损定法,固定/移动/分批三种止盈,为什么 5% 止损对日均波动 3% 的股票太紧,以及如何组合成一条可回测的规则。止损买入后只能上移、不能下移,股数由止损距离反推。
- [Never Risk More Than 5% Per Trade: Position Sizing and Stop Math](https://stock-compass.app/en/guides/position-sizing-risk-per-trade): What decides survival isn't what you buy but how much. This explains the "risk 1%–2% of capital per trade" rule, the shares = capital × risk% ÷ (entry − stop) formula, a worked HKD example, losing-streak math, and how sector concentration stacks risk.
- [单笔别亏超总资金 5%:仓位管理与止损位计算](https://stock-compass.app/zh/guides/position-sizing-risk-per-trade): 决定生死的不是买什么,而是每笔买多少。本文讲清"单笔风险 ≤ 总资金 1%–2%"的核心规则、股数 = 总资金 × 单笔风险% ÷ (买入价 − 止损价) 的公式、一个可跟着算的港元例子、连亏时的数学,以及板块集中如何让单笔风险叠加。连亏 8 次,单笔 1% 还剩 92%,5% 只剩 66%。
- [How to Backtest Your Own Trading Strategy (Without Coding)](https://stock-compass.app/en/guides/backtest-your-own-strategy): "Feels like it works" isn't evidence. The four numbers a backtest should give you (win rate, profit factor, max drawdown, Sharpe), the expectancy formula with a worked example, lookahead and survivorship bias, sample size, out-of-sample checks, and how to run it without code.
- [如何回测你自己的交易策略(不用写代码)](https://stock-compass.app/zh/guides/backtest-your-own-strategy): "觉得挺灵"不等于"证据"。本文讲清回测该看的四个数(胜率/盈亏比/最大回撤/夏普)、期望值公式与算例、前视偏差和幸存者偏差、样本量为什么重要、样本外检验,以及如何不写代码就完成。期望值要扣掉每笔往返成本,不少看起来赚钱的策略扣完会变成负数。
- [Turn Your Stock-Picking Logic into Buy Rules: Moving Averages, ADX, Breakouts](https://stock-compass.app/en/guides/turn-logic-into-buy-rules): "Enter once it holds the average," "buy the breakout" — these instincts translate into executable, backtestable rules. This guide covers moving averages, ADX and breakouts, a translation table from spoken logic to indicator thresholds, how AND/OR change signal counts, and why every buy rule needs a paired exit.
- [把“我的选股逻辑”写成买入规则:均线 / ADX / 突破怎么用](https://stock-compass.app/zh/guides/turn-logic-into-buy-rules): “站稳均线再进”“突破新高就买”这些直觉都能翻译成可执行、可回测的规则。本文讲清均线、ADX、突破三类最常用条件,给出一张“口头逻辑 → 指标和阈值”的翻译表,解释 AND/OR 如何改变信号数量,以及为什么每条买入规则都要配一条退出规则。
- [How to Stop Chasing the Market: 3 Ways to Replace Emotion with Rules](https://stock-compass.app/en/guides/stop-chasing-the-market): Chasing rallies and dumping selloffs is the brain's default, not a character flaw. A worked example of what buying the +8% day actually costs, three ways to replace emotion with rules, a cooling rule that blocks over-extended entries, and how a trade journal makes every chase visible.
- [追涨杀跌怎么改?用规则代替情绪的 3 个方法](https://stock-compass.app/zh/guides/stop-chasing-the-market): 追涨杀跌是人脑的默认设置,不是性格缺陷。本文用一个具体例子算清"+8% 那天追进去"的真实代价,讲清提前定入场、提前定离场、定期定额三个方法,以及拦住追高的"冷却规则"和让追涨显形的交易日志。冷却规则:当天涨幅、连涨天数、RSI 任一过热就不买。
- [HK/US/CN: Run Your Own Buy, Add, Trim and Exit Rules Every Day — A Daily Signal Checklist](https://stock-compass.app/en/guides/daily-buy-sell-signals): Quote tools show prices; a signal checklist runs your own rules across your watchlist. This explains how it prioritizes exit > trim > add > buy > watch, when signals are computed, how T+1/T+5/T+10 scores and follow rate work, and why it's a scanner, not a command.
- [港股/美股/A股 每天按你自己的规则看买/加/减/清:信号清单怎么用](https://stock-compass.app/zh/guides/daily-buy-sell-signals): 行情工具只给价格;信号清单把你自己写的规则套到整个股票池。本文讲清它如何按"清仓>减仓>加仓>买入>观察"排优先级、信号什么时候生成、T+1/T+5/T+10 评分和执行率怎么看,以及为什么它是扫描器不是命令。附一个 15 分钟的盘前流程。
- [Stock Signal Tools Compared: Charting Alerts vs Broker Conditional Orders vs a Spreadsheet vs a Rules Engine](https://stock-compass.app/en/guides/stock-signal-tools-compared): Four tools retail investors use to decide what to trade each day, compared on scope, triggers, outcome tracking, rules-vs-discretion attribution and maintenance cost. Includes one breakout scenario run through all four, and when you don't need a rules engine at all.
- [股票信号工具怎么选?K 线软件提醒、券商条件单、Excel 日记与规则引擎的区别](https://stock-compass.app/zh/guides/stock-signal-tools-compared): 散户每天决定买卖常用的四类工具:K 线软件提醒、券商条件单、Excel 交易日记、规则引擎。从覆盖范围、触发条件、结果打分、规则与主观归因、维护成本五个维度对比,用同一个放量突破后回落的场景过一遍四种工具,并说清什么时候你根本不需要规则引擎。
- [How to Backtest a 20-Day Breakout Strategy: Rules, Sample Size and Expectancy](https://stock-compass.app/en/guides/backtest-20-day-breakout-strategy): A start-to-finish walkthrough of backtesting a 20-day new-high breakout: writing the true-breakout rules, why win rates are low, how to read win rate, profit factor, drawdown and expectancy, the effect of slippage and stop width, plus the full strategy JSON.
- [20 日新高突破策略怎么回测?从规则、样本到期望值的完整流程](https://stock-compass.app/zh/guides/backtest-20-day-breakout-strategy): 从头到尾走一遍 20 日新高突破策略的回测:把"真突破"写成规则、为什么胜率低、如何读胜率/盈亏比/最大回撤/期望值四个数、滑点和止损宽度的影响,并给出完整策略 JSON。突破策略胜率常在 35%–45%,次日高开 1.5% 进场就足以让薄利策略变成亏损。
- [How to Use ADX to Filter False Breakouts (Thresholds, Pitfalls and a Ready-Made Rule)](https://stock-compass.app/en/guides/adx-filter-false-breakouts): ADX measures trend strength, not direction, which makes it a filter rather than a trigger. Learn the reading bands, why the lag is acceptable, how to pair it with a 20-day breakout and a volume check, what it gets wrong, and a rule set you can backtest right away.
- [ADX 怎么用?用趋势强度过滤假突破的实操方法(含参数与规则示例)](https://stock-compass.app/zh/guides/adx-filter-false-breakouts): ADX 衡量的是趋势强度而不是方向,所以它适合做过滤器而不是触发器。本文讲清 ADX 的读数区间、为什么滞后也没关系、如何与 20 日突破和成交量搭配、它会在哪里出错,并给出一套可以直接回测的规则。附同样是突破、ADX 17 和 ADX 31 的对比例子。
- [Hong Kong Stock Trading Fees Explained: Stamp Duty, Platform Fees and a Full Round-Trip Example](https://stock-compass.app/en/guides/hong-kong-stock-trading-fees): Every fee on a Hong Kong stock trade, who charges it, and whether it hits the buy, the sell or both: stamp duty, SFC and AFRC levies, HKEX trading fee, CCASS settlement, commission and platform fee. Includes a full 1,000-share round-trip example, break-even by order size, and how to enter your broker rates in Stock Compass.
- [港股交易费用怎么算?印花税、平台费、交收费逐项拆解 + 一笔交易的完整算例](https://stock-compass.app/zh/guides/hong-kong-stock-trading-fees): 港股一笔交易到底要付哪些费用、谁在收、买卖哪一边收:印花税、证监会和会财局征费、港交所交易费、CCASS 交收费、佣金和平台费逐项拆解。附 1,000 股来回交易的完整算例、不同单笔金额的盈亏平衡线,以及如何把券商真实费率填进 Stock Compass。
- [A Trading Journal Template: The 9 Fields to Record per Trade, and How to Review Them Monthly](https://stock-compass.app/en/guides/trading-journal-template): Most trading journals die from too many fields and no review loop. Here is the minimum template: 9 fields per trade, the one column that matters most, a 5-question monthly review, and a worked example from open to close.
- [交易日记模板:每笔交易该记的 9 个字段,以及月底怎么复盘](https://stock-compass.app/zh/guides/trading-journal-template): 大多数交易日记死于字段太多和从不复盘。本文给出最小可用模板:每笔交易 9 个字段、最重要的那一列、5 个问题的月度复盘,以及一笔从开仓到平仓的完整示例。论据、止损、目标要在下单前写;最有用的一列是"是否偏离计划";月底只看规则 vs 直觉、止损纪律、卖飞、板块集中度和持仓时长。
- [Moving-Average Alignment Plus Volume: Turning a Classic Setup into One Complete, Backtestable Buy Rule](https://stock-compass.app/en/guides/moving-average-alignment-volume-buy-rule): Bullish MA alignment (MA5 > MA20 > MA50) alone fires late and every day. Learn how a volume confirmation, a not-extended guard and a pre-written exit turn it into one complete, backtestable buy rule, with the full Stock Compass strategy JSON.
- [均线多头排列 + 放量:写成一条完整的、可回测的买入规则](https://stock-compass.app/zh/guides/moving-average-alignment-volume-buy-rule): 均线多头排列(MA5 > MA20 > MA50)单独使用信号又晚又多。本文讲清楚如何加上放量确认、"未过度拉伸"守门条件和写在买入之前的退出规则,把它变成一条完整、可回测的买入规则,并给出可直接粘贴的 Stock Compass 策略 JSON。
- [Hold Through Earnings or Sell Before? Decide With a Rule, Not a Guess](https://stock-compass.app/en/guides/hold-through-earnings-or-sell): Earnings day is a different risk regime: the price gaps overnight and a stop-loss cannot protect you. Three rule-based approaches to earnings week, a worked sizing example (2% budget ÷ 8% historical move = 25% cap), and how to set a buy guard and exit rule with days_to_next_earnings.
- [财报前该减仓还是持有?用规则而不是猜测来决定](https://stock-compass.app/zh/guides/hold-through-earnings-or-sell): 财报日是另一种风险:价格隔夜跳空,止损保护不了你。本文讲清财报周的三种规则化做法、一个仓位算例(2% 预算 ÷ 8% 历史波动 = 25% 上限),以及如何用 days_to_next_earnings 设买入门槛和清仓规则。-5% 的止损遇上 -12% 的开盘跳空,只能在 -12% 附近成交。
- [Sector Rotation and Relative Strength: How a Retail Investor Uses Sector Strength to Filter Buys and Cap Concentration](https://stock-compass.app/en/guides/sector-rotation-relative-strength): Relative strength is a stock or sector return minus its index over the same window, not RSI. This guide explains why breakouts in strong sectors start from better conditions, how to read a sector table (returns, breadth, new highs), how rotation shows up, and a worked example of a 6-position portfolio at 42% in one sector rebalanced under a 30% cap.
- [板块轮动与相对强度:散户怎么用板块强弱来过滤买入、控制集中度](https://stock-compass.app/zh/guides/sector-rotation-relative-strength): 相对强度是股票或板块相对大盘指数的超额收益,不是 RSI。本文讲清为什么强势板块里的突破起点更好、怎么读板块表(回报、广度、新高数)、轮动在表里的痕迹,以及一个 6 只持仓、单一板块占 42% 的组合如何按 30% 上限调仓的完整算例。同一板块 5 只股票,本质上是 1 个赌注。

## Frequently asked questions

- **Does the free plan expire? Do I need a card?** It does not expire and needs no card. The free plan keeps working indefinitely: the daily signal checklist, the trade journal with attribution, and all three markets (HK, US, CN) are included, with a 50-ticker watchlist.
- **Does the 14-day trial need a card? Will it auto-charge?** No card is required and nothing is charged automatically. When the trial ends the account simply returns to the free plan; continuing on Pro is a separate, deliberate step. You can also subscribe from this page during the trial: with more than two days left you keep them and the first charge is on the day the trial ends; with less than two days left billing starts the day you subscribe.
- **How do I cancel?** Open the billing portal from Settings → Subscription and cancel there yourself — no email needed. You keep Pro until the end of the period you already paid for, and it does not renew. Deleting your account is different: the subscription is canceled at once, with no refund for the rest of the period.
- **What happens to my data if I downgrade?** Everything stays. Strategies, journal entries, watchlist rows and signal history are never deleted. Anything above the free caps is kept but cannot be added to — you decide what to remove, the app never removes it for you. The daily scan covers 50 watchlist tickers: holdings first, then the most recently added.
- **Monthly or annual — any difference?** The features are identical; only the billing period differs. Annual ($60) pays for twelve months up front and works out cheaper than paying monthly.
- **Why is backtesting Pro-only?** A backtest replays your rules over years of daily bars for up to 500 tickers at once — by far the heaviest computation in the product. The everyday features (daily signals, journal, attribution) stay free.
- **What currency am I charged in?** Prices are in US dollars and checkout runs through Stripe, which adds any tax that applies where you are; the checkout page shows the amount you will be charged. If your card is in another currency, your bank applies its own exchange rate and fees.

## 常见问题

- **免费版会到期吗?需要信用卡吗?** 不会到期,也不需要信用卡。免费版可以长期使用:每个交易日的信号清单、交易日记与归因分析、港股/美股/A股三个市场都完整包含,股票池上限 50 只。
- **14 天试用需要绑卡吗?结束后会自动扣费吗?** 不需要绑卡,结束后也不会自动扣费。试用期满账号自动回到免费版,想继续用 Pro 再自己去订阅。试用期间也可以在定价页订阅:还剩两天以上时,剩下的试用天数照常保留,试用结束那天才第一次扣费;不到两天时订阅当天开始扣费。
- **怎么取消订阅?** 在「设置 → 订阅」里打开账单管理页面,自己点取消,不用发邮件。取消后当前已付费的周期仍然可用,到期不再续费。删除账户不一样:订阅会立即取消,当期剩余时间不退款。
- **取消或降级后,我的数据还在吗?** 都在。策略、交易日记、股票池、历史信号一条都不会删。超出免费额度的部分继续保留并照常显示,只是在你删到额度以内之前不能再新增——系统不会替你删任何东西。每日扫描只覆盖股票池里的 50 只:先是持仓,再按加入时间从新到旧。
- **月付和年付有什么区别?** 功能完全一样,只是账单周期不同。年付 $60 相当于把 12 个月一次付清,比按月付便宜。
- **为什么回测是 Pro 功能?** 回测要把你的规则跑在多年的历史日线上,一次最多 500 只股票,是整个产品里最重的计算。每日信号、交易日记、归因这些日常功能都留在免费版。
- **价格用什么货币结算?** 以美元计价,通过 Stripe 结账。Stripe 会按你所在地区加收适用的税费,结账页显示的就是实际扣款金额。用非美元卡支付时,实际扣款金额按你发卡行的汇率和手续费换算。

## Glossary (short definitions)

- **RSI(14)** (rsi): Measures how hard a stock has moved recently, 0-100. Below 30 usually means it has fallen a lot short-term, above 70 means it has risen a lot — it does not predict direction. → https://stock-compass.app/en/glossary/rsi
- **ADX(14)** (adx_14): Measures how clear a trend is, regardless of direction. Below 20 is usually choppy sideways action; above 25 means a defined trend. → https://stock-compass.app/en/glossary/adx_14
- **vs 20d High** (pct_from_high_20d): How far the current price sits below the highest price of the last 20 trading days. Near 0% means it is at recent highs; -15% means 15% below that high. → https://stock-compass.app/en/glossary/pct_from_high_20d
- **Vol Ratio** (vol_vs_avg20d): Today's trading volume as a multiple of the 20-day average. 1.0x is normal; above 1.5x means attention suddenly spiked (news or money moving). → https://stock-compass.app/en/glossary/vol_vs_avg20d
- **Relative Strength (RS)** (relative_strength): Roughly one month of price change minus the benchmark's change over the same window (in pp). Positive means it outpaced the index, negative means it lagged. → https://stock-compass.app/en/glossary/relative_strength
- **PE (TTM)** (pe_ttm): Price divided by the last 12 months of earnings — what you pay per unit of profit. It only means something compared with peers, which is why we show the industry percentile. → https://stock-compass.app/en/glossary/pe_ttm
- **PB** (pb): Price relative to book value per share. Common for asset-heavy sectors like banks and property; heavy buybacks shrink book value and distort PB. → https://stock-compass.app/en/glossary/pb
- **Fair value** (fair_value): The midpoint of a reference range our model estimates from earnings, cash flow and peer valuation. It is an estimate — when confidence is low the error is wide. → https://stock-compass.app/en/glossary/fair_value
- **Discount / premium** (margin_of_safety_pct): How far the current price sits above or below fair value. Negative means below the model estimate, positive means above — only as good as the model assumptions. → https://stock-compass.app/en/glossary/margin_of_safety_pct
- **Analyst target** (analyst_target): The average of sell-side analyst price targets. It reflects consensus, tends to skew optimistic, and disagreement with our model means the assumptions differ. → https://stock-compass.app/en/glossary/analyst_target
- **ROE** (roe_pct): How efficiently the company turns shareholders' money into profit. Sustained above 15% is generally solid; unusually high (>50%) usually reflects debt or buybacks, not extra strength. → https://stock-compass.app/en/glossary/roe_pct
- **Net margin** (profit_margin_pct): How much net profit is left out of every 100 of revenue. A falling trend within the same company usually matters more than the absolute level. → https://stock-compass.app/en/glossary/profit_margin_pct
- **Liabilities / Assets** (liability_to_asset_pct): Total liabilities divided by total assets. Above 70% means high leverage and more pressure when rates or business conditions turn (banks and insurers are naturally high). → https://stock-compass.app/en/glossary/liability_to_asset_pct
- **Dividend yield** (dividend_yield_pct): Dividends over the past year divided by the current price. A falling share price also inflates the yield, so check whether the payout is sustainable. → https://stock-compass.app/en/glossary/dividend_yield_pct
- **Cost (net)** (cost_basis): Your average price per share with commission, stamp duty and fees folded in. Selling adds another round of fees, so real P&L is smaller than the raw price gap. → https://stock-compass.app/en/glossary/cost_basis
- **Plan status** (position_health): Checks this holding against your own stop, target, single-position limit and strategy trim and exit conditions: needs action, watch or on plan. No score, and no view on the stock. → https://stock-compass.app/en/glossary/position_health

## 指标词典(简短定义)

- **RSI(14)** (rsi): 衡量近期涨跌力度，0-100。低于 30 通常代表短期跌得比较多，高于 70 代表涨得比较多 —— 但它不预测方向。 → https://stock-compass.app/zh/glossary/rsi
- **ADX(14)** (adx_14): 衡量趋势有多明确（不分涨跌）。低于 20 通常是横盘震荡，高于 25 说明趋势比较清楚。 → https://stock-compass.app/zh/glossary/adx_14
- **距20日高点** (pct_from_high_20d): 现价离过去 20 个交易日最高价还有多远。接近 0% 表示股价就在近期高点附近，-15% 表示比高点低 15%。 → https://stock-compass.app/zh/glossary/pct_from_high_20d
- **量比** (vol_vs_avg20d): 今天的成交量相对过去 20 日平均量的倍数。1.0x 是常态，超过 1.5x 说明关注度突然放大（消息或资金进出）。 → https://stock-compass.app/zh/glossary/vol_vs_avg20d
- **相对强度 (RS)** (relative_strength): 过去约 1 个月的涨跌，减去同期大盘基准的涨跌（单位 pp）。正数代表跑赢基准，负数代表跑输。 → https://stock-compass.app/zh/glossary/relative_strength
- **PE（市盈率 TTM）** (pe_ttm): 市值 ÷ 过去 12 个月净利润，即为「每 1 元盈利付的价格」。高低只有和同行业比较才有意义，所以我们同时显示行业百分位。 → https://stock-compass.app/zh/glossary/pe_ttm
- **PB（市净率）** (pb): 股价相对每股净资产的倍数。银行、地产等重资产行业常用；大量回购的公司净资产会被压低，PB 会失真。 → https://stock-compass.app/zh/glossary/pb
- **公允价** (fair_value): 我们的模型根据盈利、现金流和行业估值算出的参考价格区间中点。它是一个估算，置信度低时误差很大。 → https://stock-compass.app/zh/glossary/fair_value
- **折价/溢价** (margin_of_safety_pct): 现价相对公允价高多少或低多少。负数代表现价低于模型估值，正数代表高于估值 —— 前提是模型的假设成立。 → https://stock-compass.app/zh/glossary/margin_of_safety_pct
- **分析师目标价** (analyst_target): 券商分析师目标价的平均值。它反映市场共识，通常偏乐观，和我们的模型不一致时说明假设不同。 → https://stock-compass.app/zh/glossary/analyst_target
- **ROE（净资产收益率）** (roe_pct): 公司用股东的钱赚钱的效率。长期高于 15% 通常算不错；异常高（>50%）往往是负债或回购造成的，不代表更强。 → https://stock-compass.app/zh/glossary/roe_pct
- **净利率** (profit_margin_pct): 每 100 元收入最后剩下多少净利润。同一家公司趋势下滑，往往比绝对数值更值得注意。 → https://stock-compass.app/zh/glossary/profit_margin_pct
- **负债率** (liability_to_asset_pct): 总负债 ÷ 总资产。超过 70% 说明杠杆偏高，遇到利率或经营波动时压力更大（银行、保险天然偏高）。 → https://stock-compass.app/zh/glossary/liability_to_asset_pct
- **股息率** (dividend_yield_pct): 过去一年分红 ÷ 现价。股价大跌也会让股息率看起来很高，所以要一起看分红是否持续得住。 → https://stock-compass.app/zh/glossary/dividend_yield_pct
- **成本（含费）** (cost_basis): 你的每股买入均价，已经把佣金、印花税等费用摊进去。卖出时还会再产生一笔费用，所以真实盈亏比毛价差小。 → https://stock-compass.app/zh/glossary/cost_basis
- **计划状态** (position_health): 这只持仓对照你自己设的止损、目标价、单只仓位上限和策略的减仓、清仓条件，分为需要处理、留意、按计划三档。不打分，也不判断股票好坏。 → https://stock-compass.app/zh/glossary/position_health

## Optional

- Full text of every guide, both languages, in one file: https://stock-compass.app/llms-full.txt
- RSS: https://stock-compass.app/feeds/guides-en.xml · https://stock-compass.app/feeds/guides-zh.xml
- App routes (require login, not indexable): /hk/dashboard, /hk/watchlist, /hk/strategies, /hk/journal, /hk/sectors (and /us/…, /cn/…).