Northbound is an investment research workspace I’m building to make more confident investment decisions. It brings together external data, including market information and a structured map of supply chains and market drivers, with my portfolio, investment theses, personal goals, and strategy.
I want a clear view of how much exposure I have to different companies and themes across individual stocks, ETFs, and index funds. Northbound helps me see whether my position sizes match my strategy, understand what is driving my portfolio, and connect each investment back to the bigger picture I’m trying to navigate.
This tool is in progress and currently private, but I hope to share it soon.