Wealth North Lab · Northhelix

Research tools for sharper portfolio intelligence

Explore Northhelix — a growing suite of portfolio research tools by Wealth North. Northhelix is the research layer within Wealth North where we build tools to analyze portfolios, uncover insights, and support better investment decisions.

Tool Library

Current research tools

Explore the first set of Northhelix tools designed to help users study portfolio overlap, structure, and research workflows more clearly.

Live

Portfolio Overlap Analyzer

Identify hidden duplication across funds by analysing common holdings and overlapping exposure.

Function Overlap Detection
Use Case Portfolio Review
  • Detect common stock holdings
  • Measure exposure overlap %
  • Highlight concentration risks
Open Tool
Live

Portfolio Studio

Build and analyse custom portfolios to understand allocation, structure, and diversification quality.

Function Portfolio Builder
Use Case Allocation Analysis
  • Create custom portfolios
  • Analyse allocation mix
  • Prepare for deeper simulations
Explore Studio
Live

Backtest Your Belief

Validate investing assumptions using historical data across funds or categories and real market cycles.

Function Backtesting Engine
Use Case Decision Validation
  • Compare fund or category outcomes
  • Track CAGR and drawdowns
  • Evaluate risk vs return trade-offs
Run Backtest
Beta

Your Alternate Financial Life

Simulate how different financial decisions could reshape your long-term wealth and lifestyle outcomes.

Function Scenario Simulator
Use Case Life Planning
  • Model alternate financial paths
  • Visualise long-term impact
  • Understand decision trade-offs
Explore Scenarios