From your criteria to your ideal portfolio.
WERIN transforms your investment convictions into quantified, justified and auditable decisions — in under 5 minutes, no technical expertise required.
Your portfolio design in just a few minutes.
The steps
Onboarding questions
Three questions on your finance knowledge to adapt your user interface.
Your choices
The amount to invest, the number of stocks, the geographic zone.
Your preference criteria
The key step — you define your criteria. No need to be a pro: just indicate whether you prefer dividends, good ESG ratings, past financial performance, financial safety or risk-taking.
Advanced features
Additional features are available depending on your level of expertise (see below).
WERIN returns your portfolio configuration.
- Portfolio composition (quantity of stocks, price)
- Composite portfolio indicator
- Back-testing
- 15 metrics available
- Textual report and company descriptions
- Update at the latest closing price
- Revision information based on your parameters
WERIN stores and tracks your portfolios.
Features.
Extended settings
Unlimited portfolio reiteration (within your available credits — see pricing)
4 geographic universes
Portfolio saving and tracking
Methodology and data sources.
Stock selection is based on a matrix computation of weighted rankings, from financial data provided by recognised institutional sources. The entire process is auditable and explainable.
Liability disclaimer: the content, scores and indicators provided by WERIN are intended for informational and educational purposes only. They do not constitute a normative evaluation, investment advice, or an incentive to invest. Each user remains solely responsible for their decisions.
Whether you are a finance novice curious about how an equity portfolio works, a student wishing to improve your knowledge, a teacher looking for concrete examples, an investor seeking clarity for your investments, or a finance professional wanting to test portfolio configurations for your clients or own account — WERIN is designed for everyone, thanks to its adaptable interface.
Reminder: the content and indicators provided by WERIN are intended for informational and educational purposes only. They do not constitute investment advice or an incentive to invest.
WERIN for professionals.
Wealth advisors, asset managers, family offices — WERIN offers dedicated plans for professional use: extended volumes, multi-portfolio access and personalized support to maximize the value of every mandate.
- Multi-portfolio & multi-client management
- Expert criteria and custom weighting
- Dedicated account manager & priority onboarding
Pro Dashboard
ProfessionalYour first portfolio in 5 minutes.
Define your criteria, let WERIN build your diagnostic — no technical expertise, no compromise on quality.
No credit card
Results in 5 minutes
Got a question? We'll answer.
Whether you have a question about our plans, need technical support, or want to learn more about WERIN, our team is here to help.
Our address
6B Boulevard Berthelot, Bureau 3 — 34000 Montpellier, France
