About
Research improves when every
decision leaves a record.
Strong market research connects events, companies, evidence, and portfolio decisions. It also preserves the arguments that shaped each call.
True North Quant coordinates 31 specialist agents around that process. The public dashboard makes the resulting narratives and conviction book available to review.
Why this exists
Research needs both scale and judgment
Markets generate more evidence than one analyst can track. A structured system can expand coverage and preserve each decision trail.
Traditional research teams must divide limited time across filings, market data, charts, and news. Important context often sits across separate tools and notes.
The True North system screens a broad universe and records each research step. The same decision trail stays available for later review.
The public dashboard lets readers inspect that output directly. Membership adds deeper reports, alerts, and research that members can direct.
Who is behind it
One founder in Toronto, building for his own investment process
Over 10 years as a senior software engineer in fintech. Acorns, Pillar before Acorns bought it, and risk systems for decentralized finance.
Built and sold two companies: DimeADozen.ai and Dimey.ai. Both were shipped small and taken to an exit.
Over 8 years trading equities, options and crypto. Discretionary at first, then systematic, and now both at once.
The founder is the first user of the platform. His model portfolios use the same research process that readers inspect in the public dashboard.
What we believe
Four rules, and the software enforces all of them
Each principle maps to a specific control in the research process.
Write the reasoning down
Every call begins with written reasoning. Each stage passes a clear record to the next stage.
Test the opposing case
An adversary tests each promotion. The judge records the conditions that can invalidate the thesis later.
Judgment, then a grade
The agents decide in words, not with a fixed score threshold. The decision is graded afterwards, against what the market actually did.
Publish the complete result set
Each result set includes hits and misses. This record keeps every eligible outcome visible.
Current status
The desk runs today. Its record follows a published method.
The runtimes maintain the board and publish session reports. The current books remain model portfolios.
Verified live performance begins after eligible live capital starts. Each future result set includes both successful and unsuccessful calls.
Explore the research in context.
Open the public dashboard to review the Book, Pipeline, Horizon, Leaderboard, Coverage, and Reports.