Getting started
Your first 15 minutes in Midas Edge
A practical setup path from signup to your first portfolio readout.
Quick actions
Jump straight to the place that usually fixes this.
1) Connect one brokerage in Settings → Connections. Check its status and complete any action the connection requests.
2) Open Portfolio and confirm that the expected accounts, holdings and values are present. A completed sync means holdings arrived; it does not mean every analysis is ready.
3) Open the dashboard and read each card’s coverage, source date and any excluded-holding explanation before interpreting its result. A partial result describes the covered holdings.
4) Check factor exposures and the Attention Queue. Exposure describes the portfolio’s current tilts; performance attribution and drift also need usable history. A new account may not have that history yet.
If holdings are present but an analysis is unavailable, read Data coverage and freshness below. Repeated refreshes do not resolve unsupported assets or missing model inputs. Contact support with the card name and its exact message if the next step is unclear.
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