Tools to help you make informed decisions
Worthamence gives you one clear interface to track, analyse and report on every position in your portfolio, helping you take a more measured approach.
Discover the platformWhat Worthamence offers
Each feature supports a specific stage of decision-making: observation, risk assessment, scenario comparison and execution tracking.
Consolidated position tracking
Keep all your holdings in one place and monitor their performance in a single live table, without switching between multiple sources.
- Unified view across multiple accounts and asset classes
- Change history for customisable periods
- Easy-to-read trend indicators (up, down or stable)
- Export data for your own analysis
- Risk scores for each position and portfolio
- Benchmarks for volatility and concentration
- Configurable threshold alerts
- Easy-to-read risk labels at a glance
Risk mapping
Quickly pinpoint the positions carrying the greatest risk and adjust your allocation before imbalances build up.
Scenario comparison
Compare different allocation scenarios side by side to understand their potential impact before making a decision.
- Modelling multiple asset allocations
- Key metrics compared across scenarios
- Saving settings for follow-up later
- Notes and annotations for each scenario
How the features work together
Worthamence's modules are designed to guide you from the initial assessment through to ongoing progress tracking.
Observe
Bring your positions together in one consolidated view and identify any significant discrepancies.
Analyze
Use the available indicators to assess the risk and performance of each line.
Adjust
Compare different scenarios and see how your decisions play out over time.
An interface built for easy reading
Tables, trend codes and risk labels are organised to put the key information first, with a clean, uncluttered layout.
You can filter, sort and export data for use with your own tracking tools.
