Democratizing Institutional-GradePortfolio Intelligence
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.
Our Mission
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.
Risk-First
Understand before you invest
Transparent
No black boxes
Real-Time
Markets move fast
For Everyone
Not just institutions
What Makes Us Different
True Factor Analysis
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.
Smart Money Tracking
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.
Insider Intelligence
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.
Attention-Driven Insights
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.
Ready to get started?
Join thousands of investors who are already using Midas Edge to understand their portfolios like never before.