Worth Charting

Worth Charting

Carter Worth established Worth Charting LLC in 2018 following a two-decade career leading technical research at Sterling Market Analysis, Oppenheimer, and Cornerstone Macro. Worth, a repeat Institutional Investor All-America Research Team member, built the firm around the thesis that institutional investors still require rigorous chart-based strategy even as large banks dismantled their dedicated technical analysis departments. The firm is headquartered in Tampa, Florida, operating as a pure research and strategy provider. Worth Charting's research product centers on classical technical analysis applied across US equity markets, exchange-traded funds, fixed-income instruments, currencies, and commodities. The methodology prioritizes point-and-figure charting, relative strength studies, and intermarket analysis, producing reports that map support and resistance levels, trend exhaustion signals, and inflection-point identifications. The firm covers both tactical single-stock trade setups and broader macro regime shifts, distinguishing itself from quantitative/algorithmic providers by remaining anchored to the visual, pattern-based tradition that Worth refined over his career. The firm operates as a lean advisory structure with Worth as the primary strategist and public face. There is no public record of a multi-analyst team, external capital pools, or adjacent investment vehicles. Worth delivers research through a subscription model targeted at institutional portfolio managers and occasionally provides market commentary to financial media. In a fragmented landscape of quantitative research firms and newsletter services, Worth Charting's posture is defined by a single practitioner's methodology applied in an institutional framework. Structurally, the firm represents a rare independent continuation of Wall Street's diminishing in-house technical analysis function. As banks consolidated research headcount around fundamental and quantitative strategies, Worth Charting preserved a direct line to the classical chartist tradition — offering institutional clients the same methodology previously housed inside major brokerages but now delivered through an unconflicted, founder-operated model.