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TrueNorth

TrueNorth · This is an educational tool, not financial advice.

This TrueNorth tool is illustrative and educational only. Financial data (P/E, revenue growth, margins, ROE, leverage, market cap, beta, dividend policy, analyst consensus, 6-month/1-year returns) is pulled from SEC EDGAR filings and live Finnhub market data; 5-year returns and analyst price-target upside are not yet available on a free data source and are left blank rather than estimated. Values/ESG data is sourced per-company from SEC EDGAR (10-K and DEF 14A filings), EPA ECHO, OSHA, FEC, and FTC records, each with its own confidence rating and source citation — coverage is real but not complete for every company or every question, and some fields have no comprehensive public data source at S&P 500 scale and will always show as unverified. Sector classification is derived from SEC industry codes rather than a licensed data vendor and will occasionally be imprecise. This is not licensed financial advice, and the results should not be relied upon for actual investment decisions. Please consult a registered financial advisor before making any investment decisions.

About the $15,000 historical simulation: This is a hypothetical, backward-looking simulation only. It applies today's recommended portfolio to last year's actual price history and does not reflect a real investment, future performance, fees, taxes, or the fact that this exact portfolio did not exist a year ago. This is not financial advice.