Frequently Asked Questions
Answers to the questions we hear most often from investors evaluating Woolmersdon's portfolio analysis and risk management tools. If your question isn't covered here, reach out through the contact page.
What does Woolmersdon actually do?
Woolmersdon provides AI-driven portfolio analysis and risk monitoring. The platform ingests your holdings, applies a set of quantitative models to assess exposure and volatility, and surfaces recommendations on a fixed schedule so decisions can be made without constant manual oversight.
Who is this built for?
It's designed for investors who manage portfolios remotely and need structured, repeatable decision points rather than reacting to every market move. This includes individuals managing their own capital as well as smaller teams who want a consistent analytical process.
Do I need investing experience to use Woolmersdon?
Basic familiarity with portfolio concepts helps, but the interface is built to present analysis in plain terms. The platform is a decision-support tool, not a replacement for understanding your own financial goals and risk tolerance.
How often is portfolio data refreshed?
Analysis runs on a fixed schedule rather than continuously, which is intentional — it keeps decision-making structured and avoids the noise of reacting to every intraday fluctuation. Exact refresh intervals depend on your account configuration.
Is Woolmersdon giving me financial advice?
No. Woolmersdon provides data analysis and informational output based on models and the inputs you provide. It is not a licensed financial adviser, and nothing produced by the platform should be treated as personalised investment advice.
What kind of risk metrics does the platform track?
The methodology section on our site outlines the general parameters used in analysis, such as volatility and concentration measures. Specific thresholds and weightings can vary depending on the portfolio and settings applied.
Can I connect multiple accounts or portfolios?
The platform is built to handle more than one portfolio view, letting you compare positions and risk profiles side by side. Availability of this feature depends on your plan.
How is my data handled?
Details on data handling and retention are covered in our Privacy Policy. In general, information you provide is used to generate the analysis you request and is not sold to third parties.
What happens if the models flag unusual risk?
You'll see it reflected in your scheduled report or dashboard view, along with the relevant metrics behind the flag. The decision on how to act on that information remains with you.
Is there a trial or demo available?
Current access options are listed on the homepage. For specific questions about getting started, the contact page is the best way to reach us directly.
Can I cancel or change my plan later?
Plan terms, including how to change or cancel, are outlined in our Terms of Service. If you have a specific account question, contact us and we'll point you to the right process.
Who do I contact if I have a question not listed here?
Use the contact page to send us a message. We aim to route questions to the right place as quickly as possible.