Help Center

Overview of the product, value prop, and who it's for.

A practical setup path from signup to your first portfolio readout.

Why some metrics are unavailable and what to do next.

Step-by-step Plaid linking, common errors, and re-linking tips.

Plain-language guide to the 19-factor model and how we score tilts.

Separate market beta, factor tilts, sector bets, and stock-specific alpha.

How we rank institutional managers and surface smart-money overlap.

Form 3/4/5 signals, trading plan detection, and forward-return scores.

The 0-100 portfolio score and the components behind it.

Why some portfolio items rise to the top.

How authentication works, when email verification matters, and how to stay secure.

What Plaid shares with Midas Edge and what we cannot do.

How to regain access when you lose your authenticator app or backup codes.

Understand the two save actions in Investment Objectives and how to enter your policy guardrails.

MFA changes, expired consent, and institution outages explained.

What pending, syncing, action required, and failed mean.

How benchmark selection changes attribution, alpha, and factor comparisons.

How exposures change as prices move, positions grow, and holdings rotate.

Estimate how factor moves could affect your portfolio.

How to interpret overlap with top-decile institutional managers.

Understand institutional selling, churn, and crowding risk.

How we detect concentrated ownership and unusual segment interest.

Why planned trades are weighted differently from discretionary trades.

Why late Form 4 filings can matter and how severity is classified.

How multiple insider trades become a stronger signal.

Set thresholds for factor drift, insider events, sync failures, and price moves.

Why unsupported assets lower analytics coverage.

How filing anomalies become portfolio attention items.

Plans, billing, upgrades/downgrades, and what each tier unlocks.

How Free, Pro, and Premium differ in connections, alerts, and paid tools.

Proration, refunds, cancellations, and failed-card recovery explained.

What we access, how we secure it, and how to opt out or delete data.

How GDPR/CCPA-style exports package portfolio, account, and AI audit data.

Share read-only portfolio context with an advisor or collaborator without sharing credentials.

Sessions, MFA, and safe account practices.

Explore real 13F portfolios of top-ranked institutional investors before connecting a brokerage.

How account deletion affects portfolio data and connections.

Common Plaid errors, fixes, and when to re-authenticate.

Required columns, accepted values, row limits, and what happens to skipped rows and repeat imports.

What to include so support can reproduce an issue quickly.