Daily factor attribution, smart money tracking, and proactive risk flags. See what drives returns and what to do next, in minutes.
0
Risk factors
0-F
SEC filing family
0
GICS sectors
0k+
Brokerage networks
Our institutional-grade attribution model separates your true stock-picking alpha from factor exposures and market beta.
Break down returns into market beta, value, momentum, and 15 other style/sector factors.
After removing factor effects, see exactly how much comes from your stock-picking skill.
Monitor how your attribution changes across market cycles to refine your strategy.
Live data temporarily unavailable
This section only renders real warehouse analytics — no illustrative numbers are shown in their place. Check back shortly.
An institutional-grade model showing live style exposures for the demo portfolio, with sector coverage surfaced when available.
Size, value, yield, growth, leverage, beta, residual vol, liquidity, momentum, reversal, short interest, and ownership — plus the market intercept.
See the demo portfolio's current security-master sector mix, including diversified ETF and honestly unclassified weights.
Factors update daily so you always have the freshest view of your portfolio risk.
Factor system is current
The 19-factor model is live through exposure date . The demo-portfolio exposure panel below remains independently unavailable.
Live data temporarily unavailable
This section only renders real warehouse analytics — no illustrative numbers are shown in their place. Check back shortly.
Track institutional managers via SEC 13-F filings. Our proprietary Holder IQ scoring identifies consistently skilled managers.
Form 3/4/5 parsing as filings land, with role-weighted scoring that separates noise from signal.
Advanced behavioral analysis: late filing detection, trading plan scrutiny, timing patterns, and multi-insider cluster detection.
Deterministic scanners read 10-K, 10-Q, and 8-K filings for going-concern language, auditor changes, and other warning signs.
A ranked queue surfaces the positions that need your attention most, ordered by severity, recency, and position size.
A single composite metric that grades your portfolio across factor balance, holder quality, insider sentiment, and diversification.
Live data temporarily unavailable
This section only renders real warehouse analytics — no illustrative numbers are shown in their place. Check back shortly.
Professional-grade tools that were once only available to institutional investors, now accessible to everyone.
Connect your brokerage account and let Midas Edge do the heavy lifting.
Securely link your accounts via Plaid. We support 12,000+ institutions including Robinhood, Schwab, and Fidelity.
Our 19-factor model analyzes your portfolio in milliseconds. See factor exposures, smart money signals, and red flags.
Receive prioritized alerts, understand what's driving your returns, and act with institutional-grade intelligence.
Start free, upgrade when you're ready. Cancel anytime.
Connect a brokerage, decompose returns into beta, factor tilts, and residual alpha, and see what to do next.
Coverage
SEC 13-F filers
13-F Filings
—
Last Updated
Updated quarterly
Avg IQ Score
Top Holders
Crowding Score
Exit Pressure
Connect your portfolio to see real-time insider trading signals for your holdings. Role-weighted scoring separates noise from informative trades.
Midas Edge analyzes late filings, trading plans, timing patterns, and multi-insider clusters to surface hidden signals that traditional screening misses.
Auditor doubts about company's ability to continue operating
Sudden auditor resignations or dismissals
Restatements or revenue recognition concerns
Suspicious transactions with insiders or affiliates
Cash flow problems or debt covenant violations
Internal control deficiencies flagged by auditors
Pattern scanners read every 10-K, 10-Q, and 8-K for your holdings and flag going-concern language, auditor warnings, and material disclosures — so you don't have to read thousands of pages yourself.
0 items requiring your attention
0
High Priority
0
Medium Priority
0
Low Priority
0
Informational
We're not trying to replace enterprise platforms. We're giving serious investors access to the parts that matter — at a price that makes sense.
Every example below is generated from live demo portfolio data and real filings so you can see the exact insights Midas Edge delivers.
A quick reference for factor investing, institutional data, and platform terminology. Search or filter to find the term you need.