Worth Charting

What Worth Charting does

Worth Charting is a New York-based subscription research boutique founded in 2021 by Carter Braxton Worth, a 35-year Wall Street veteran who previously led technical analysis at Oppenheimer, Sterne Agee, and Cornerstone Macro. The firm provides chart-based technical analysis to both individual and institutional subscribers, covering equities, ETFs, commodities, currencies, and cryptocurrencies. Its core methodology is classical technical analysis—price-volume correlation, the 150-day moving average, pattern recognition, and proprietary 'Cave Drawings' identifying key inflection points—delivered as daily live video, thematic research reports, and email alerts at a $210/month subscription price with no trials or discounts.

The company operates two product lines. The subscription research service is the original and primary offering, monetized as a recurring monthly fee. In April 2026, Worth Charting expanded into asset management with the launch of the Worth Charting Options Income ETF (WRTH) on NYSE Arca, an actively managed fund employing a short strangle options strategy targeting 9-12% annual returns with maximum drawdowns under 6%. The ETF is sub-advised by Tidal Investments LLC and carries a 1% management fee (1.02% gross expense ratio).

Revenue mechanics are subscription-recurring from the research service, supplemented by ETF management fees. Distribution is overwhelmingly media-led rather than sales-led: Carter Worth co-hosts CNBC's Options Action, regularly appears on Fast Money and Power Lunch, and has logged 1,000+ media appearances across CNBC, Bloomberg TV, BNN, Wall Street Journal, and Barron's. Subscriber acquisition relies on this earned-media footprint plus word-of-mouth referrals, with no paid acquisition infrastructure disclosed. The firm operates with 1-10 employees from 445 Park Avenue, New York, and remains founder-owned with no disclosed external funding or institutional investors.

Name

Worth Charting

Legal name

Worth Charting LLC

Website

https://worthcharting.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Worth Charting is a New York-based subscription research boutique founded by 35-year Wall Street veteran Carter Braxton Worth, providing chart-based technical analysis of equities, ETFs, commodities, and currencies to individual and institutional investors via a $210/month subscription and the WRTH options income ETF.

Ownership category

akta.pro rank

Product category

Equity Research & Technical Analysis

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Pricing & Valuation Services (Fixed Income, OTC, Derivatives) (FSAFAIAF)

akta.pro secondary industry

Fund/Index-Linked Notes (ETF/Mutual Fund/Custom Index) (FSACAMAH)

Keywords

• Technical analysis research
• Equity research subscription
• Stock market charting
• Options income ETF
• Market timing analysis

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Service: Worth Charting operates primarily as a subscription-based research service. Subscribers pay a monthly fee for access to expert chart analysis, actionable stock picks, thematic research reports, daily live video analysis ('Top of Mind'), and timely email alerts with stock recommendations. Research is delivered via email and archived on the website. The subscription targets both individual investors and institutions.
2. ETF Management Fees (WRTH): The Worth Charting Options Income ETF (WRTH), listed on NYSE Arca and sub-advised by Tidal Investments LLC, charges a 1% management fee and has a 1.02% gross expense ratio. Worth Charting earns revenue through its association with the fund's launch and management.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Worth Charting offers a subscription-based technical analysis research service delivering expert chart-based stock picks, daily live video analysis, thematic research reports, and timely email alerts for equities, ETFs, commodities, currencies, and cryptocurrencies. The firm also operates the Worth Charting Options Income ETF (WRTH), an actively managed fund employing a short strangle options strategy listed on NYSE Arca and sub-advised by Tidal Investments LLC.

Product overview

Worth Charting is an institutional equity research boutique offering two distinct products: a subscription-based technical analysis service ($210/month) providing stock picks, daily video analysis, and thematic research reports for equities, ETFs, commodities, currencies, and cryptocurrencies; and the Worth Charting Options Income ETF (WRTH), an actively managed ETF launched in April 2026 that employs a short strangle options strategy targeting volatility decay from news-driven price moves. The subscription service serves both institutional and individual investors while the ETF is designed to provide Worth Charting's highest conviction ideas in a liquid, exchange-traded format.

Differentiator

Problem solved

Functional benefit

Brands

• Worth Charting Options Income ETF (WRTH): An actively managed ETF employing a short strangle options strategy targeting securities following sharp, news-driven price moves. Listed on NYSE Arca.

Products and services

• Worth Charting Subscription Service A subscription-based technical analysis research service offering thematic research reports, daily live video analysis ('Top of Mind'), timely email alerts with actionable stock picks, and in-depth charting for equities, ETFs, commodities, currencies, and cryptocurrencies. Priced at $210/month, designed for both individual and institutional investors.
• Worth Charting Options Income ETF (WRTH) An actively managed ETF employing a short strangle options strategy targeting securities that have experienced sharp, news-driven price moves. The fund sells short-term out-of-the-money options on large-cap stocks, indices, commodities, and currencies to profit from volatility decay. Listed on NYSE Arca and sub-advised by Tidal Investments LLC.

Quantifiable outcome

• WRTH ETF targets 9-12% annual returns with maximum drawdowns under 6% using a short strangle options strategy
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Two partnerships are on record, tiered minor and core.

• Thor Financial TechnologiesminorStrategic or Co-development Partner · 22 June 2026Thor Financial Technologies, led by CIO Brad Roth, collaborated with Carter Worth on a podcast episode of 'Behind the Ticker' where Worth discussed Worth Charting's technical analysis approach and how quantitative strategies validate rather than undermine price-based investing. This represents a content/marketing partnership rather than a commercial one.
• Tidal Investments LLCcoreStrategic or Co-development Partner · 28 April 2026Tidal Investments LLC serves as the sub-advisor for the Worth Charting Options Income ETF (WRTH), listed on NYSE Arca. Worth Charting launched WRTH as its first ETF, with Tidal providing fund administration and sub-advisory services. The ETF employs a short strangle options strategy targeting 9-12% annual returns. Tidal's role is essential to the ETF's operation and regulatory compliance.

Scale indicators6 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Zacks Investment Research: Zacks is a long-established subscription research provider offering stock picks, ranking systems, and portfolio strategies to retail and institutional investors. It is comparable as a broader incumbent in paid equity research, though Zacks is primarily quantitative/fundamental rather than pure technical.
• Seeking Alpha Premium: Seeking Alpha Premium is a subscription tier providing contributor-driven investment analysis and quant ratings. It is comparable as a large-scale subscription research platform competing for the same retail investor wallet share as Worth Charting.

Direct peers

• Real Investment Advice: Real Investment Advice is a subscription-based research service run by Lance Roberts, combining technical and macro analysis with a premium tier. It is comparable to Worth Charting in founder-led subscription research and retail/prosumer positioning.
• Chaikin Analytics: Chaikin Analytics sells a subscription research platform built around Marc Chaikin's proprietary technical indicators and stock picks. Like Worth Charting, it is a founder-led technical analysis subscription service targeting self-directed investors.
• Bespoke Investment Group: Bespoke is a subscription-based research firm delivering daily market commentary and actionable trade ideas to institutional and retail clients. It is the closest direct peer to Worth Charting in business model, subscription pricing, and product offering.
• TheStreet (Action Alerts Plus): TheStreet's Action Alerts Plus is a subscription stock-picking service led by Jim Cramer's team, delivering trade ideas and model portfolios to retail subscribers. It directly competes with Worth Charting in the premium retail research subscription market.

Emerging players

• Trefis: Trefis provides subscription equity research with quantitative and fundamental stock models. It is comparable as a subscription research service targeting retail and institutional investors, though its methodology is more quantitative/model-driven than Worth Charting's pure technical approach.
• SimpleVisor: SimpleVisor is a subscription-based technical and macro research platform offering model portfolios and trade alerts. It is comparable as a smaller, founder-led subscription research service in the same niche as Worth Charting.

Others

• TradingView: TradingView is a global charting and social-trading platform serving technical analysts and active traders. It is comparable as a technical-analysis ecosystem player, and represents both an adjacent tool and potential distribution channel for technical content.
• StockCharts.com: StockCharts.com is a charting and technical analysis platform with subscription tiers, used by technical analysts and self-directed investors. It is comparable as enabling infrastructure for technical analysis, though Worth Charting uses it as a tool while selling its own opinionated research on top.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/CarterBWorth
• LinkedInlinkedin.com/company/worth-charting-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Worth Charting