Portfolio Watchdog

Someone watching
your portfolio.

Worth keeps an eye on the investments you track — flagging high fund fees, concentration, idle cash, drift, and big price moves, each with a cited source. It's strictly descriptive: it explains what it sees and leaves the decision to you. It never gives buy-or-sell advice and never moves your money. See the full portfolio on the Investments page.

Monitoring that explains, never advises

Fund-fee flags

Worth spots funds with high expense ratios and shows what they cost you over time, each flag backed by a cited source you can read yourself.

Concentration alerts

When one position or sector grows into an outsized share of your portfolio, Worth points it out so the risk isn't a surprise.

Idle-cash notices

Cash sitting uninvested in your brokerage gets surfaced, so money you meant to put to work doesn't quietly stall.

Allocation drift

Set a target mix and Worth watches for drift, flagging when your actual allocation wanders from where you wanted it.

Tax-loss awareness

Near tax season, Worth notes holdings sitting at a loss that may be worth a closer look. It explains the idea; it never places trades.

Price-move alerts

When a holding makes a big move, Worth sends an informational heads-up. It's context, not a recommendation to buy or sell.

How it works

1

Connect your investments

Link brokerage accounts through Plaid and add crypto or equity. Worth reads your holdings so it has something to keep watch over.

2

Worth keeps watch

In the background, Worth checks for high fund fees, concentration, idle cash, drift, and notable price moves — each flag with a cited source.

3

Read the flags, decide for yourself

Review each descriptive notice and open the Investments page for the full portfolio. Worth explains; it never advises and never moves your money.

Try Worth free for 7 days

All features included. Then $12.99/mo, or $100/yr as a founding member — cancel anytime.

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