Northwend
Free while in beta

Your guide from first step to goal.

Bring your investments from any brokerage, or just percentages. Set a goal, and Northwend walks you toward it one waypoint at a time, with a guide who explains everything in plain language.

Create account See how it works

No brokerage login, ever. Start with an example portfolio if you'd rather not use real numbers.

Portfolio value Example portfolio
$48,210.55 ▲ +$312.40 (0.65%) today
House deposit74%
$18,400 of $25,000 · on track for June 2028
Get started · waypoint 3 of 7

Ask Northwend: Your mix is 64% stocks against a 70% target. Want me to explain what that gap means for your house deposit?

How it works

Three steps, at your own pace. Nothing is connected to your brokerage, and you can stop at any waypoint.

  1. Waypoint 1

    Bring your holdings

    Paste them from your brokerage's website, upload a CSV, read a screenshot or type them in. Any brokerage works, and percentages are enough.

  2. Waypoint 2

    Set a goal

    Answer a few questions about what you're investing for and when. Your plan shows where you stand and what a steady path could look like.

  3. Waypoint 3

    Follow the route

    Get started takes you one waypoint at a time. Ask Northwend explains anything along the way, from what a fund is to why your mix drifted.

Privacy first

Less is kept than you share. You can try everything with an example portfolio, and delete all your holdings yourself at any time.

What's stored, and for how long

  • No brokerage login. Northwend never asks for it and never connects to your brokerage.
  • Files aren't kept. An upload is read, then deleted. Only symbols, shares and cost are saved.
  • Account numbers cut short. Only the last 3 digits are ever saved.
  • Percentages are enough. Enter shares of a pretend total and keep real amounts to yourself.
  • The AI sees percentages. Never dollar amounts, share counts, account names or numbers.
  • No ads, no tracking. Your data isn't sold, rented or shared for advertising.
Example conversation

What's an index fund, and do I have one?

An index fund holds every company in a list, like the 500 largest in the US, so you own a small slice of all of them at once. Two of your holdings work this way; together they're 58% of your portfolio.

A guide, not a salesperson

Ask Northwend explains investing in plain language, using your own goal and mix. It points the way and offers hints; it never tells you what to buy.

Educational, not financial advice. AI answers can be wrong, so check anything important before acting on it.

For advisors

Bring your clients along

Set up clients, see their portfolios and plans, and keep the advice yours. Questions about using Northwend in your practice: support@northwend.app

  • A one-time setup link for each client, so you never share a password.
  • Notes to clients, and private notes only you see.
  • A weekly summary of who's due a review and who needs a look.
  • A plan PDF to share in meetings.

Start with an example, or your own numbers.

Free while in beta. You only need an email address.

Create account