Supply Chain Decoupling Tracker

The Supply Chain Decoupling Tracker provides forensic supply chain analysis revealing hidden China exposure that traditional analysis misses, then maps alternative supply chains spanning Mexico, India, Vietnam, and Eastern Europe. The platform reverse-engineers manufacturing dependencies for thousands of companies and generates multi-year repositioning strategies that reduce risk while maintaining sector exposure and tax efficiency.

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Most portfolios remain dangerously exposed despite surface-level diversification because investors don't realize 70% of their "American" tech holdings actually manufacture in China. The problem extends through second and third-order dependencies where European automotive companies source critical components from China and Japanese electronics firms depend on Chinese rare earth minerals. Even investors who recognize the problem lack transition roadmaps showing which companies can successfully pivot versus those structurally trapped, and simply selling everything China-exposed triggers massive tax consequences and foregone returns.

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Dependency Forensics analyzes over 10,000 companies globally using corporate disclosures, supplier databases, import/export records, and satellite imagery to build complete manufacturing footprint maps. Every holding receives classification into Critical China Dependency (no alternatives), Transition In Progress (actively diversifying like Intel and Apple), Friend-Shoring Capable (can shift to allies), or China-Resilient (minimal exposure). The Alternative Supplier Database identifies concrete replacement options for each dependency. Transition Timeline Modeling predicts realistic pivot timeframes from two years to never.

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