Free for one account. Pay when you want more.
Every plan gets the same analytics. Paid plans add more accounts and the tools to act on what you find. Cancel anytime.
Compare the plans
| Free | Pro | Premium | |
|---|---|---|---|
| Your accounts | |||
| Brokerage connections | 1 | 3 | 20 |
| CSV position import | Included | Included | Included |
| Statement uploads & reconciled history | 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 |
| 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 uploads & reconciled history
- 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
- 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 uploads & reconciled history
- 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
- 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 uploads & reconciled history
- 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
- 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. Premium adds 20 connections, custom hedges, smart-money exit alerts and reports.
How does the Pro trial work?
A first Pro subscription starts with 14 days free. You are charged when the trial ends, unless you cancel first. Premium has no trial.
Which statements can I upload?
Supported statement files are accepted from Fidelity, Charles Schwab, Vanguard, Merrill, E*TRADE, Robinhood, Interactive Brokers, Webull, Firstrade and tastytrade. Tested with real files so far: Charles Schwab (PDF, on a money fund and bank sweep account; only holdings reconciled across the tested pair); Vanguard (PDF, on a cash account holding one money market fund); Interactive Brokers (PDF, HTML, XML and CSV). Holdings reconciliation is proven on the public Vanguard and Charles Schwab pairs in those limited account types. The other seven brokers are tested with invented files; their real exports have not been proven. Only Interactive Brokers reports provide the daily account values needed for reconciled daily returns. For other brokers, two dated holdings snapshots and the activity between them can reconcile share counts. Missing holdings may come from verified linked snapshots or a user-confirmed list, labelled as weaker evidence. See Statements & history for supported formats and limits. CSV position import remains available on every plan.
What happens if I downgrade or cancel?
You keep what you have until the end of the period you paid for, then move to Free. Nothing is removed: connections keep syncing and alerts keep running, but you cannot add more until you are under the new limit. 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.