Articles, methodology, guides and references.
WERIN supports your learning journey. Find here all the articles, guides and academic references that ground our methodology.
Understand every field.
Two detailed guides to master every design parameter and every indicator in your diagnostic. Written by Patrick Sentis, founder of WERIN.
Field documentation
Detailed explanation of the 5 sections of the creation form — general information, geographic area, financial parameters, selection criteria, and advanced options.
Output documentation
Complete guide to the results page — KPIs, performance chart, portfolio composition, metric bar charts, and company information.
Scientific foundations.
The WERIN engine relies on algorithmic and financial methods from academic research. Matrix computation of weighted rankings, multi-criteria evaluation models, back-testing on market cycles.
Our methodology
The WERIN classification model explained step by step.
Technology & algorithms
The compute engine, certified data flows, architectural choices.
Investment universe
4 geographic zones, more than twenty stock markets across three continents.
Technical and research notes
Because know-how is only useful when it's shared, WERIN trains and informs you to go further.
Getting started with WERIN.
Step-by-step documentation to design your first portfolio, configure your criteria and leverage the analysis indicators.
Designing your first portfolio
The 4-step journey: adaptation questions, choices, criteria, features.
FAQ
Answers to the most frequent questions about how WERIN works.
Pricing & credits
Understand the plans, available credits and extended settings.
Who is it for?
Novice, student, teacher, investor, finance professional — a use case for everyone.
Where our data comes from.
Financial, extra-financial and fundamental data used by WERIN come from recognised institutional providers under data redistribution agreements. Macro-economic data and index compositions rely on public official sources.
LSEG-Refinitiv
Financial, extra-financial and fundamental company data (prices, accounting statements, ESG ratings, analyst recommendations and forecasts), under a data redistribution agreement signed with WERIN.
OECD — Macro-economic data
Interest rates, GDP growth rates, consumer and industrial producer price indices. Used to compute market risk premia and stock growth perspectives.
STOXX Europe 600 (SXXP)
Composition and quotation of the European index — public data published by STOXX, the reference institutional source.
S&P 500
Composition and quotation of the flagship US market index — public S&P Global data and Wikipedia reference list.
CAC ALL TRADABLE — Euronext
Composition and quotation of the broad Paris index (≈ 200 stocks) — public Euronext Paris data.
CSI 300 — China
Composition and quotation of the Chinese CSI 300 index — public China Securities Index data.
Deepen the fundamentals
Four thematic notes on core portfolio-management concepts — return, optimisation, performance, growth/value. Independent of the WERIN methodology, they lay out the underlying theory.
Return and risk of a stock portfolio
How return and risk are built, and why correlation between stocks matters as much as individual volatility.
Portfolio optimisation
Why WERIN does not offer mean-variance optimisation — a deliberate choice of robust simplicity.
Portfolio performance measures
Why WERIN uses Jensen's alpha and how to interpret it over time.
Growth vs Value
How WERIN distinguishes growth companies from value companies, and why it matters.
Design your first portfolio.
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Results in 5 minutes