Freer than a fund. Just as rigorous.
Build and track your equity portfolio with the analytical tools of professional management: multi-criteria analysis, backtests on real markets, auditable reporting. The decision stays yours.
in fees on your capital
Fundamentals · Momentum · ESG · Risk
of live markets to backtest
to a first diagnostic
A rigorous method, driven by you.
Four tools to build, justify and track your portfolio — without delegating the decision.
Your frame, your convictions
Universe, sectors, ESG, risk profile: you set the rules. WERIN sorts rigorously within them — no off-the-shelf grid imposed on you.
Every line, explained
Fundamentals, Momentum, ESG, Risk: every stock is scored, weighted and justified. You follow the logic end to end.
Test before you commit your capital
Eight years of live markets — 2008, COVID, 2022 rate hikes, AI rally — to verify the robustness of your strategy before applying it.
A diagnostic in minutes
Set your criteria. WERIN delivers a scored, commented, exportable report — directly usable to decide.
Three steps, the call stays yours.
An analyst's method, compressed into minutes. You decide, WERIN documents.
01
→ 02Frame your mandate
Investment universe, excluded sectors, ESG constraints, risk profile, horizon. Your portfolio starts with your rules.
02
→ 03Build on scores
The engine ranks the universe across four dimensions. Every portfolio line has a score, a weight, a written rationale.
03
→Track and export
Eight-year backtest, portfolio tracking, quantified and commented PDF report. You keep the trail of every decision.
Passive ETF vs WERIN.
Standardised diversification on one side, a construction filtered through your criteria on the other.
Feature
ETF
WERIN
Full personalisation
✕
✓
Built-in ESG filter
✕
✓
Per-stock analysis
✕
✓
Historical backtesting
✕
✓
Controlled fees
✓
✓
Diversification
✓
✓
Rigorous portfolio analysis is no longer a matter of resources — it's a matter of method and tools. WERIN puts both within reach.
— WERIN team
Your questions, direct answers.
No. The method is explained at each step: every rating is documented, every decision argued. You build your skills as you use the tool.
No, and that's by design. WERIN is a decision-support tool: analysis, informed selection, tracking, reporting. Execution stays with your broker — you keep full control over your capital.
An ETF gives you standardised diversification, identical for all holders. WERIN lets you build your own, filtered through your convictions (ESG, sectors, risk profile) and auditable stock by stock.
WERIN stores neither your holdings nor your broker credentials. The tool works on public market data, not inside your account — your wealth never enters our systems.
Build your next portfolio, with method.
Free account, credits included, no credit card. A first full diagnostic in under 5 minutes.
No credit card
Results in 5 minutes