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Midas Edge

The beta

How much of your return was really you?

Judge your picks the way multi-manager hedge funds judge their portfolio managers: separate stock-picking skill from market and style bets that happened to pay off.

Premium, normally $49.00/month, free while you hold a seat.

Join the beta list

Beta seats include logged, read-only account reviews by our team and AI agents. Read the agreement.

Joining the list does not accept the agreement or start the clock. You accept the agreement when you claim a seat.

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The institutional edge

A hot market can make anyone look skilled.

Multi-manager hedge funds use factor-hedged attribution to judge their portfolio managers. It separates stock-picking skill from style bets that happened to pay off. See that distinction in your own account.

Institutional factor data alone can cost hundreds of thousands of dollars a year.

Midas Edge builds its own factor model and the pipelines behind it. Your first connection gets the full model and return split on Free.

  • Free
  • Pro · $19.00/month
  • Premium · $49.00/month

Built by Jeffrey Emanuel, who worked on the investment side at Millennium and Balyasny, with the same factor-hedged tools those firms use to judge their portfolio managers, now open to anyone with a brokerage account.

Research global listings. Read price charts in the listing’s currency and company fundamentals in their reported currency.

Your first ten minutes

From your accounts to your next move.

  1. 01

    Link your brokerage. Keep the controls.

    Bring your positions and transactions into one place through Plaid, which connects 12,000+ financial institutions.

    Bring your brokerage with you.
    • Fidelity logoFidelity
    • Charles Schwab logoCharles Schwab
    • Vanguard logoVanguard
    • Interactive Brokers logoInteractive Brokers
    • Robinhood logoRobinhood
    • E*TRADE from Morgan Stanley logoE*TRADE from Morgan Stanley
    • Merrill logoMerrill
    • Chase

    Plaid Investments listings ·

    Read-only: we can see positions and transactions, and can never trade or move money.

    See the account records you bring in

    Your account data

    Your brokerage can share these records through Plaid:

    • Current holdings and positions
    • Investment transactions
    • Account balances and cash
    • Dividend and interest history

    Read-only access. Trades, withdrawals and transfers stay at your brokerage.

    How brokerage data access works
  2. 02

    Find skill behind the returns.

    A raw-return ranking crowns whoever held the year’s high-fliers. The board ranks managers by five-year factor-hedged skill, then shows which managers report the stocks you own.

    Rank stock-picking skill, not a fashionable style.

    More than 14,000 institutional investors analyzed. 6,000+ managers with measured records.

    Showing 20 measured investment managers, ordered by five-year factor-hedged skill, highest first. Reported books: 2026Q2.

    1. #1
      Henry James International Management Inc.

      Five-year skill: 2.30

      13.8% a year above the peer-median filer · 60 measured months

      unlikely luck

    2. #2
      Avala Global LP

      Five-year skill: 2.02

      19.6% a year above the peer-median filer · 45 measured months

      may be chance

      Reports NVDA, a 15% holding in the demo portfolio.

    3. #3
      AIGH Capital Management LLC

      Five-year skill: 1.99

      36.8% a year above the peer-median filer · 60 measured months

      unlikely luck

    Read all 20 measured filers
    1. #4New Vernon Capital Holdings II LLC

      Five-year skill: 1.96

      20.3% a year above the peer-median filer · 51 measured months

    2. #5Kinetic Partners Management, LP

      Five-year skill: 1.93

      14.4% a year above the peer-median filer · 45 measured months · Reports NVDA

    3. #6Slate Path Capital LP

      Five-year skill: 1.84

      18.9% a year above the peer-median filer · 60 measured months

    4. #7Appaloosa LP

      Five-year skill: 1.82

      13.9% a year above the peer-median filer · 60 measured months · Reports NVDA

    5. #8Hudson Capital Management LLC

      Five-year skill: 1.69

      6.9% a year above the peer-median filer · 60 measured months · Reports NVDA

    6. #9Privium Fund Management (UK) Ltd

      Five-year skill: 1.69

      12.1% a year above the peer-median filer · 45 measured months · Reports NVDA

    7. #10Red Lighthouse Investment Management, LLC

      Five-year skill: 1.68

      16.6% a year above the peer-median filer · 42 measured months · Reports NVDA

    8. #11Sirios Capital Management L P

      Five-year skill: 1.58

      7.7% a year above the peer-median filer · 60 measured months · Reports NVDA

    9. #12Lyrical Asset Management LP

      Five-year skill: 1.54

      8.1% a year above the peer-median filer · 60 measured months

    10. #13PointState Capital LP

      Five-year skill: 1.53

      7.0% a year above the peer-median filer · 60 measured months

    11. #14ACR Alpine Capital Research, LLC

      Five-year skill: 1.51

      9.0% a year above the peer-median filer · 60 measured months

    12. #15Analog Century Management LP

      Five-year skill: 1.51

      25.2% a year above the peer-median filer · 60 measured months · Reports NVDA

    13. #16Jericho Capital Asset Management L.P.

      Five-year skill: 1.49

      12.2% a year above the peer-median filer · 60 measured months · Reports NVDA

    14. #17Redwood Capital Management, LLC

      Five-year skill: 1.46

      32.4% a year above the peer-median filer · 60 measured months

    15. #18Channing Global Advisors, LLC

      Five-year skill: 1.43

      8.2% a year above the peer-median filer · 57 measured months

    16. #19Peconic Partners LLC

      Five-year skill: 1.34

      20.6% a year above the peer-median filer · 36 measured months

    17. #20Deerfield Management Company, L.P.

      Five-year skill: 1.32

      16.5% a year above the peer-median filer · 60 measured months

    Factor-hedged skill measured from reported holdings. Historical results, not predictions.

    Holder IQ stored ranking and public 13F books ·

    Analysis census: 14,437 filers, 8,870 with at least 20 reported quarters · Nov 13, 2026. Current ranked records: 6,080, including 3,332 five-year records · 2026Q3.

  3. 03

    Put proven managers in your shopping cart.

    Pick managers whose measured records you want to follow. Blend their filed books into one portfolio. Free lets you build and preview one blend; Pro saves it and sizes the trades for your account.

    Their measured records. Your sample blend.

    Historical results, not predictions. These are the managers’ measured records.

    Blend their filed holdings

    Sample: equal weight across the three managers, built by the product’s blend engine from their public 13F books.

    • MELI12.5%
    • HDB7.8%
    • NTRA6.6%

    The share list for a $25,000.00 sample account

    • BuyMELI2 shares$1,475.09 reference · Nov 12, 2026
    • BuyHDB76 shares$25.71 reference · Nov 12, 2026
    • BuyNTRA5 shares$322.94 reference · Nov 12, 2026
    • BuyITUB181 shares$7.37 reference · Nov 12, 2026

    Pro sizes the trades for your account. Your assistant lines them up; you approve them.

    Stored public filings, blend and worksheet output ·

  4. Put these tools to work on your own portfolio.

    Join the list for Premium access during the beta, then link your brokerage when you claim a seat.

    Joining the list does not accept the agreement or start the clock. You accept the agreement when you claim a seat.

    Continue with Google
  5. 04

    Hedge the style bets around your ideas.

    See the factor tilts in a portfolio, then the basket that brings those exposures closer to target. Pro generates the hedge; you keep the trading controls.

    Keep your stock ideas. Reduce the style bets.

    Sample hedge for the $25,000.00 demo portfolio, using the product’s minimum-dollar optimizer. Pro generates the basket.

    5-Day Return

    Before +0.50

    After +0.05

    Target 0.00 · bars show distance from that target

    Liquidity

    Before +0.23

    After -0.06

    Target 0.00 · bars show distance from that target

    Beta

    Before -0.22

    After +0.04

    Target 0.00 · bars show distance from that target

    • PROK$1,187.56
    • LEU$569.23
    • CTEV$296.89
    • SVCO$476.08
    • BLSH$238.04
    • SEI$407.18
    • AUDC$1,311.93
    • NVEC$668.07
    • HNST$111.07
    • AARD$141.20

    Measured sleeve: 100% of demo value. Factor rows Nov 12, 2026. Before and after are factor loadings, not returns.

    Factor Hedge Wizard · public market data ·

  6. 05

    Read an insider trade against their own history.

    A headline tells you an executive sold. Context tells you how their past calls fared and what they reported owning. Premium puts those signals beside your holdings.

    What did this insider’s past trades tell you?

    STEVENS MARK A · NVDA

    Sold 1,356,000 shares for $297,942,896.40 on Sep 18, 2026.

    Past calls: 42% directionally correct over 3 months (adjusted toward 50% peer prior; 32% observed; recency-weighted sample 19.7)
    Descriptive statistic of past trades, not a prediction
    How to read these past calls · As of 2026-11-13

    Bullish calls are correct after outperformance; bearish calls are correct after underperformance, relative to SPY. Only directional buy and sell signals are graded. Gifts, grants and tax withholding are excluded. Recent outcomes receive more weight, with a half-life of 252 trading days. The peer prior contributes 24 equivalent outcomes. The weighted sample is not a count of trades.

    Reported ownership · Common Stock · Indirect · By Trust

    970,531 shares in the latest stored filing

    Reported share balances on filing dates03.8M7.6MDec 22, 2025Sep 22, 20267,621,453 shares · Dec 22, 2025 · 0001199039-25-0000157,399,771 shares · Mar 24, 2026 · 0001199039-26-0000036,092,271 shares · Jun 4, 2026 · 0001199039-26-0000055,207,271 shares · Jun 23, 2026 · 0001199039-26-0000075,207,271 shares · Jun 29, 2026 · 0001199039-26-0000093,358,770 shares · Sep 2, 2026 · 0001199039-26-0000122,336,531 shares · Sep 8, 2026 · 0001199039-26-000014970,531 shares · Sep 22, 2026 · 0001199039-26-000016

    Separate as-filed observations for this reporting owner and position. Dates are filing dates.

    Read the 8 filing observations
    1. Dec 22, 2025 · 7,621,453 shares · 0001199039-25-000015
    2. Mar 24, 2026 · 7,399,771 shares · 0001199039-26-000003
    3. Jun 4, 2026 · 6,092,271 shares · 0001199039-26-000005
    4. Jun 23, 2026 · 5,207,271 shares · 0001199039-26-000007
    5. Jun 29, 2026 · 5,207,271 shares · 0001199039-26-000009
    6. Sep 2, 2026 · 3,358,770 shares · 0001199039-26-000012
    7. Sep 8, 2026 · 2,336,531 shares · 0001199039-26-000014
    8. Sep 22, 2026 · 970,531 shares · 0001199039-26-000016
    Read the trade and its filing context →

    Historical results, not predictions. Smart-money signals are Premium.

    Public Form4 rows and this insider’s scored history ·

  7. 06

    Follow the people behind your companies.

    Executives, board members and auditors connect companies in ways a ticker list cannot show. Open the map and follow the filed relationships.

    Who connects the companies you own?

    Dawn E. Hudson

    Publicly reported seats connect NVDA and IPG.

    NVDA

    20 people with overlapping reported service

    IPG

    13 people with overlapping reported service

    Explore Dawn E. Hudson’s full network →

    Start with a person at a demo holding. Follow their roles and colleagues through public filings.

    Public SEC Section16 roles ·

  8. 07

    Answer the everyday question: how am I doing?

    See what helped or hurt, why a holding needs attention, the income it pays and opportunities to harvest losses. Start with the return split and the reads behind one stock you own.

    The sample portfolio's largest leans

    • Size (Market Cap)-0.64

      Leans toward smaller companies.

    • Historical Beta-0.22

      Leans toward stocks that move less than the market.

    • 11-Month Momentum-0.21

      Leans toward recent laggards.

    0 means the same as the market. The further from 0, the larger the lean.

    Explore the return split

    Demo portfolio · NVDA · 15% weight · Read Nov 13, 2026

    You own this stock: about 15.0% of your portfolio.

    What Midas sees

    Reported evidence, not a forecast

    Smart Money · Holder IQ

    54.8 / 100

    Above median holder quality (percentile 57.9 this quarter).

    Full read

    Insiders · read strength

    45 / 100

    Activity worth watching. Last 180 days of filings: 0 purchases, 32 sales (10 plan-flagged), 32 other records. Open-market net over the last 90 days: -$946.6M.

    Full read

    Active filing flags

    9 flags

    Late Form 4 filing

    Full read

    Largest measured factor lean

    +0.9 SD

    Size: larger than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.

    Full read
    Read the live stock page

Look inside

Real records. Open the source.

Historical results, not predictions.

A measured filer record

14.0%a year

AWM Investment Company, Inc.

Factor-hedged return above the peer-median filer over 60 measured months.

Public 13F record · 2026Q3

Read the filer’s record →

A holding worth a closer look

SCL

Stepan Company

  • 9 filing red flags

Read the flagged filing language before your next review.

Demo portfolio attention queue ·

Open the demo portfolio →

Earlier holdings, checked across dates

Montecito Sanitary District

$5,979,313.18
$5,995,521.42

Charles Schwab statements, read into dated holdings and checked against the next file.

Public statement sample: holdings at two statement dates

Read the public source →

Use it or lose the seat

Claiming a seat starts a 48-hour clock.

Keep it by linking at least one real brokerage through Plaid that successfully syncs positions or investment transactions. Without that link by the deadline, your access is suspended and the seat goes to the next applicant.

If you try to link and it fails, the beta allows 5 more days from the original deadline for help.

Join the beta list.

You can join the list. When a seat opens, you have 72 hours to claim your offer. Your offer appears when you next sign in.

Have Google and your brokerage ready

Use a personal Gmail or Google Workspace account. Google is the only sign-in for this beta.

Add your earlier history with statements

Bring in records from before you linked your brokerage. Upload statements to add the holdings, transactions and cost details printed in them.

Upload a statement and your history reaches back years: earlier holdings, printed cost basis and the activity in between, in one place.

Review the extracted records, then choose what to add to your portfolio.

Explore Statements & history

Tell us what is broken or confusing

Use “Report a problem” in the product or open a support ticket. Include what you tried and what you expected. A ticket gets a reference you can follow in Support; the team can ask for details there.

Taking a beta seat includes read-only account review

The Midas Edge team and its AI agents may view your account read-only to diagnose problems and improve the product. Every such view is logged. You can ask for the log through Support.

Read the beta agreement before continuing.

Your trades stay yours

Midas Edge reads brokerage data through Plaid. It never places trades. Any share list is for you to review and place yourself; it is not investment advice.

You can leave the beta. Ending a seat does not erase the account or its records. To request account deletion, use Settings → Account. The agreement explains the deletion grace period and retained audit records.

Join the list. Bring your brokerage.

Join the list, then link your brokerage when you claim a seat. See your own return split and put the research to work on the stocks you hold.

The Midas Edge team and its AI agents may view your account read-only to diagnose problems and improve the product. Every such view is logged. You can ask for the log through Support. You explicitly accept the agreement when you claim a seat. Signing in alone does not claim a seat or start the clock.

Join the list for a seat when the beta opens.

Joining the list does not accept the agreement or start the clock. You accept the agreement when you claim a seat.

Continue with Google

The beta is free for seat holders.