We believe every investor deserves access to the same sophisticated analytics tools that hedge funds and institutions use to manage risk and make smarter decisions.
For decades, sophisticated factor models and risk analytics were locked away in expensive Bloomberg terminals and proprietary hedge fund systems. Individual investors were left in the dark about the true risk exposures in their portfolios.
Midas Edge changes that. We've built an institutional-grade 18-factor risk model based on the Barra USE4 methodology, combined with real-time tracking of what smart money is doing, all packaged in an interface anyone can understand.
Our goal is simple: give you the same edge that professional money managers have always enjoyed.
Understand before you invest
No black boxes
Markets move fast
Not just institutions
We don't just show you sector allocations. Our 18-factor model decomposes your portfolio into granular risk exposures: size, value, momentum, volatility, leverage, and more. This is the same methodology used by the world's largest asset managers.
Our Holder IQ system tracks institutional 13F filings to show you what hedge funds are buying and selling. When smart money starts exiting a position you own, you'll know about it.
Executives and board members file Form 4s when they buy or sell their own company's stock. We monitor these filings and alert you to significant insider activity in your holdings.
Instead of drowning you in data, our AI-powered attention queue surfaces the positions that actually need your attention based on risk signals, concentration, and market events.
Join thousands of investors who are already using Midas Edge to understand their portfolios like never before.