Research global listings. Read price charts in the listing’s currency and company fundamentals in their reported currency.
Free explains your portfolio. Pro lets you act on it. Premium keeps watch for you.
See what drove your return, build a portfolio from measured managers, and keep watch on your holdings.
Free during the beta for the first 100 members. Plans and prices below apply when the beta ends.
Join the beta20 seats leftWith yearly billing, a year of Pro is 0.76% of a $25,000.00 account; 0.19% of a $100,000.00 account. This is a cost comparison, not a promised return. For one small account, Free may be all you need.
Compare the plans
| Free | Pro | Premium | |
|---|---|---|---|
| Your accounts | |||
| Brokerage connections | 1 | 3 | 20 |
| CSV position import | Included | Included | Included |
| Statement and positions-file uploads | Not included | Included | Included |
| Understand your returns | |||
| 19-factor model and attribution, full history | Included | Included | Included |
| Holder IQ scores, 13F leaderboard, filer profiles, smart flow | Included | Included | Included |
| Insider signals and earnings-call sentiment, full history | Included | Included | Included |
| Segment & KPI series | Not included | Included | Included |
| Earnings-call excerpts with their sources | Not included | Not included | Included |
| Stay on top of it | |||
| Custom alerts | 5 | 25, plus a daily digest | 100, plus webhooks |
| Smart-money exit pressure and alerts | Not included | Not included | Included |
| Act on it | |||
| Hedge baskets | Not included | Benchmark-neutral | Custom targets, signals, dollar amounts |
| Baskets of 13F filers | Build and preview 1 | Save up to 3 as model portfolios | Save with no limit |
| Orders that bring an account to a saved model, as a list or an AI-assistant prompt | Not included | Included | Included |
| Alerts when a saved model changes or an account drifts from it | Not included | Not included | Included |
| Tax-loss harvesting | Total only | Position-by-position list | List, tax lots and replacement ideas |
| Reports and help | |||
| CSV & XLSX export | Included | Included | Included |
| PDF reports, quarterly LP reports, JSON export | Not included | Not included | Included |
| Support | Community | Priority | |
Free
Your accounts
- Brokerage connections
- 1
- CSV position import
- Included
- Statement and positions-file uploads
- Not included
Understand your returns
- 19-factor model and attribution, full history
- Included
- Holder IQ scores, 13F leaderboard, filer profiles, smart flow
- Included
- Insider signals and earnings-call sentiment, full history
- Included
- Segment & KPI series
- Not included
- Earnings-call excerpts with their sources
- Not included
Stay on top of it
- Custom alerts
- 5
- Smart-money exit pressure and alerts
- Not included
Act on it
- Hedge baskets
- Not included
- Baskets of 13F filers
- Build and preview 1
- Orders that bring an account to a saved model, as a list or an AI-assistant prompt
- Not included
- Alerts when a saved model changes or an account drifts from it
- Not included
- Tax-loss harvesting
- Total only
Reports and help
- CSV & XLSX export
- Included
- PDF reports, quarterly LP reports, JSON export
- Not included
- Support
- Community
Pro
Your accounts
- Brokerage connections
- 3
- CSV position import
- Included
- Statement and positions-file uploads
- Included
Understand your returns
- 19-factor model and attribution, full history
- Included
- Holder IQ scores, 13F leaderboard, filer profiles, smart flow
- Included
- Insider signals and earnings-call sentiment, full history
- Included
- Segment & KPI series
- Included
- Earnings-call excerpts with their sources
- Not included
Stay on top of it
- Custom alerts
- 25, plus a daily digest
- Smart-money exit pressure and alerts
- Not included
Act on it
- Hedge baskets
- Benchmark-neutral
- Baskets of 13F filers
- Save up to 3 as model portfolios
- Orders that bring an account to a saved model, as a list or an AI-assistant prompt
- Included
- Alerts when a saved model changes or an account drifts from it
- Not included
- Tax-loss harvesting
- Position-by-position list
Reports and help
- CSV & XLSX export
- Included
- PDF reports, quarterly LP reports, JSON export
- Not included
- Support
Premium
Your accounts
- Brokerage connections
- 20
- CSV position import
- Included
- Statement and positions-file uploads
- Included
Understand your returns
- 19-factor model and attribution, full history
- Included
- Holder IQ scores, 13F leaderboard, filer profiles, smart flow
- Included
- Insider signals and earnings-call sentiment, full history
- Included
- Segment & KPI series
- Included
- Earnings-call excerpts with their sources
- Included
Stay on top of it
- Custom alerts
- 100, plus webhooks
- Smart-money exit pressure and alerts
- Included
Act on it
- Hedge baskets
- Custom targets, signals, dollar amounts
- Baskets of 13F filers
- Save with no limit
- Orders that bring an account to a saved model, as a list or an AI-assistant prompt
- Included
- Alerts when a saved model changes or an account drifts from it
- Included
- Tax-loss harvesting
- List, tax lots and replacement ideas
Reports and help
- CSV & XLSX export
- Included
- PDF reports, quarterly LP reports, JSON export
- Included
- Support
- Priority
Questions people ask
What do I get for free?
The same analytics paid plans get, on 1 brokerage connection: the full 19-factor model and attribution, Holder IQ, insider signals and earnings-call sentiment, all with their full history. No card, no time limit.
What counts as a brokerage connection?
One login at one brokerage. If that login holds several accounts, such as a taxable account and an IRA, they come in together as one connection. A CSV import never counts. The price of your plan already covers every connection it includes, so nothing is billed per account.
Why pay, if the analytics are free?
You pay for more accounts and for the tools that act on the analysis. Pro adds 3 connections, statement uploads, benchmark-neutral hedge baskets and up to 3 saved model portfolios, and writes the orders that bring an account to a saved model, one account at a time, as a list or as a prompt for your own AI assistant. Premium adds 20 connections, custom hedges, smart-money exit alerts and reports, and alerts you when a saved model changes or an account drifts from it. You place or approve every order yourself.
Is Pro worth it for an account my size?
Pro's yearly price is $190.00 a year: 0.76% of a $25,000.00 account or 0.19% of a $100,000.00 account. That is a fee, not a return you can count on earning back. Free includes 1 brokerage connection and the full factor analysis; if that meets your needs, Free is enough. Pay when you will use the extra tools. Pro writes a share list for your chosen account, and you approve any trades.
Which statements can I upload?
Upload statements from Charles Schwab, Vanguard and Interactive Brokers. A statement adds what a live connection cannot see: full cost basis, tax lots and older history, which the tax views rely on. Interactive Brokers reports also carry daily account values, which give reconciled daily returns; for other brokers, two dated holdings snapshots and the activity between them reconcile share counts. See Statements & history for the other brokerages whose files we read and the formats each supports. CSV position import is available on every plan.
What happens if I downgrade or cancel?
Paid features run to the end of the period you paid for. Then your account moves to the lower plan and that plan's limits apply at once. Free includes 1 brokerage connection: choose the one to keep in Settings before the period ends, or we keep the one you linked first. Connections over the limit are disconnected and stop updating; their history stays readable for 30 days and returns when you upgrade and reconnect. Saved model portfolios stay readable.
Can Midas Edge place trades or move my money?
No. Midas Edge is not a broker and gives no investment advice. Brokerage connections are read-only: it can see your positions and transactions, and it cannot trade or move money.
Midas Edge is not a broker and gives no investment advice. Past results of any filer or portfolio say nothing certain about future ones.