Worth Charting

Founder Carter Worth is the sole strategist and decision-maker behind all published research. Worth developed his methodology over a career spanning Sterling Market Analysis, Oppenheimer, and Cornerstone Macro before launching his own firm in 2018. His work as a technical analyst has been recognized repeatedly in Institutional Investor's All-America Research Team rankings.

Worth Charting practices classical technical analysis — point-and-figure charting, relative strength, and intermarket pattern recognition — rather than systematic, algorithmic strategies. The output is designed as an overlay for institutional portfolios, identifying points of trend change, support and resistance levels, and relative outperformance signals that complement fundamental decision-making.

The firm's research spans US equities, ETFs, fixed-income instruments, currencies, and commodities. While single-stock tactical setups are a core component, Worth also publishes macro regime analysis that applies his technical framework across global asset classes to identify larger turning points and cross-asset relationships.

Worth Charting operates as a research and strategy provider, not an investment adviser managing discretionary client capital. There is no publicly available Form ADV or record of regulatory assets under management. The firm delivers its technical research through a subscription model to institutional portfolio managers who retain full discretion over execution.

There is no public indication that Worth Charting provides advisory services to corporate issuers, performs investment banking functions, or accepts engagement fees for company-specific promotion. The firm's business model is built around subscription-based institutional research, consistent with the unbundled research model that grew after MiFID II implementation in Europe.