Methodology
Midas Edge brings institutional-grade portfolio analytics to individual investors. Our methodology is rooted in academic research and proven practices used by quantitative asset managers.
Our Approach
We believe individual investors deserve the same analytical tools that institutional investors use. Our factor model is based on the Barra USE4 methodology, adapted for accessibility without sacrificing rigor.
Every metric we compute has a clear definition, documented formula, and transparent interpretation. No black boxes.
Documentation
18-Factor Risk Model
Barra-style factor decomposition for understanding portfolio risk exposures across market, style, and sector dimensions.
Holder IQ Scoring
Quantifying institutional investor skill from 13F filings to identify smart money signals and crowding risk.
Insider Signal Analysis
Scoring insider transactions from SEC Forms 3, 4, and 5 to detect informative vs. routine trading patterns.
Attention Queue Algorithm
Priority scoring system that surfaces positions requiring attention based on factor drift, signals, and events.
Important Disclaimer
The methodologies described here are for educational and research purposes. Factor exposures, alpha estimates, and signal scores are analytical tools, not trading recommendations. Past performance of any factor or signal does not guarantee future results. Always consult a qualified financial advisor before making investment decisions.