See your portfolio’s true risk.
Build, stress-test and optimize multi-asset portfolios with the regulatory data hedge funds and central banks have to disclose.
Portfolio Performance
Sharpe Ratio
1.82
Max Drawdown
-8.3%
Volatility
12.4%
18
Modules
1,000+
Metrics
100+
Optimization objectives
70+
Markets
MEDGE Capital is an analytics tool — not investment advice. Past performance is not indicative of future results. Full disclaimer.
What MEDGE does
Three disciplines, one coherent investment thesis.
Portfolio engineering
Optimization on 100+ objectives — Sharpe, Sortino, CVaR, Calmar, Omega, Rachev, Risk Parity, Minimum Variance and more. Monte Carlo with Bootstrap, GBM and t-copula. Benchmarking against 12 standard portfolios (60/40, All Weather, Permanent, Golden Butterfly, Yale, Coffeehouse).
Macro & risk
Cross-asset dashboard, COT z-score, choropleth on World Bank indicators. The Focus Engine maps 14 recurring macro events to ISO-3 geographic footprints, weighted on ETF proxies.
Briefing & decisioning
Daily AI briefings with 7 narrative sections and TXT/HTML/CSV/PDF export. Multi-source news aggregator with Focus selector and configurable presets. Institutional report exportable in one click.
How it works
From idea to documented decision, in three steps.
The same flow as an investment committee — construction, risk check, tracked decision — executed in a single tool without spreadsheets.
Build
Start from 24 pre-built strategies or build from scratch. Long, short, multi-asset, capital constraints, concentration limits. Ticker autocomplete on 100k+ symbols.
Stress-test
Backtest on real crises (COVID, Lehman, taper tantrum, 2022 rate shock), Monte Carlo Bootstrap / GBM / t-copula, optimization on 100+ objectives, AI-categorized benchmarks.
Decide
Institutional PDF-ready report with cover, ToC and per-section customization. Daily AI briefings, Focus on macro drivers, geographic Risk Map, 52-week COT Index.
Platform
Four disciplines, fifteen modules, a single dataset.
Each module addresses a specific decision but works on the same universe of tickers, benchmarks and data sources. No context switching.
01 · 4 modules
Portfolio Construction & Testing
Build allocations, backtest them on real crises, and iterate with optimisation.
02 · 5 modules
Risk & Macro Intelligence
Where geopolitics, policy and global macro hit your portfolio — measured, not guessed.
03 · 3 modules
Market Data & Positioning
The regulatory disclosure data hedge funds and institutions have to publish — surfaced for you.
04 · 3 modules
Tools & Workflow
Daily helpers that turn the data into a decision: charts, watchlists, AI-narrated briefings.
Backtesting
Stress-test your portfolio on real crises before they happen again.
Replay portfolio behavior across specific historical windows — COVID Crash, Lehman, taper tantrum, 2022 rate shock. Each test returns full metrics: period return, CAGR, volatility, Sharpe and max drawdown, with a base-100 performance curve.
- ·Period Analysis on crisis presets or custom windows
- ·Regime Summary, What-If, External Ticker Shock, Weak & Strong Spots
- ·Instant comparison with benchmarks and standard portfolios
Select Period
WindowPERIOD
PERIOD RETURN
-29.96%
CAGR
-35.85%
VOLATILITY
35.10%
SHARPE
-1.087
MAX DRAWDOWN
-30.08%
Performance — 2022 Bear Market
Base 100Try it now · no signup
Three live previews. Touch the product.
Drag sliders to rebalance a portfolio. Flip chips to run a backtest. Click a topic to watch an AI briefing assemble itself. Numbers are illustrative — the real engines live behind your login.
Drag to rebalance, watch the metrics move
Toggle period + strategy, see the curve redraw
Click a topic, watch the AI synthesise the last 24h
Global macro risk map
192 countries, 14 macro events, one geographic dashboard.
Real World Bank indicators (PV, inflation, debt/GDP, current account) compounded into a 0–100 risk score per country. The choropleth below is the live map — hover any country for the breakdown.
Source: World Bank Indicators · 2020–2026 window
Open Risk MapCharts
NewProfessional technical analysis, integrated with your portfolio.
Candlestick, OHLC, line. Fluid pan/zoom, 12 indicators (SMA, EMA, Bollinger, VWAP, RSI, MACD, ATR, OBV…) and auto-detected support / resistance. Compare overlay and multi-chart grid with 1/2/3 column presets.
- Drag-reorder of charts, manual levels, PNG export for each
- Time range 1M → 5Y, log scale, volume pane, intraday & daily
- Chart state persisted in localStorage across sessions
How we compare
Where MEDGE goes beyond the alternatives.
Side-by-side against the two consumer tools individual investors most often evaluate: Portfolio Visualizer for backtesting and optimization, and Morningstar Investor for fund and security research. Cells reflect publicly listed product information as of May 2026 — we describe the related capability rather than claim a feature is absent when we couldn’t verify it.
| Feature | MEDGE Capital | Portfolio Visualizer | Morningstar Investor |
|---|---|---|---|
| Free version | Yes — €0 forever | Yes | Limited free content (Premium paywalled) |
| Pricing | €0 / €14.99 / €59.99 per month | Free / $30 / $55 per month | ~$249 / year (Premium) |
| Asset types | Stocks · ETFs · Bonds · Commodities · FX · Crypto | Stocks · ETFs · Mutual funds · Asset classes | Stocks · ETFs · Mutual funds · Bonds |
| Crisis simulation | 6 named periods (COVID-19, 2022 Bear, SVB Banking…) + custom windows | Date-range backtesting (no preset crisis library) | No |
| Portfolio models | 23 templates — 60/40, All Weather, Permanent, Risk Parity, HRP, Black-Litterman, Kelly, Core-Satellite, Barbell, Factor, Income… | Yes — preset "lazy portfolio" templates | Yes — analyst model portfolios |
| Macro events analysis & portfolio impact | Yes — Focus module + 14-event economic calendar + geographic Risk Map | No | Partial — analyst macro reports |
| AI & briefing | Yes — daily AI briefings + AI portfolio narrative | No | No — human analyst content (some AI in rollout) |
| Hedge fund tracking | Yes — SEC 13F + 13D/G integration with filings, alerts | No | Partial — institutional-ownership summaries on stock pages |
| Futures reports | Yes — CFTC COT + 52-week COT Index, all reportable categories | No | No |
| Sectors analysis | Yes — 11 SPDR sector ETFs tracked + AI-categorized sector benchmarks | Partial — factor regression captures some sector tilts | Yes — sector breakdowns are core to their UX |
Comparison reflects publicly listed product information as of May 2026; tiers and feature sets evolve, so verify with each vendor before deciding. Names and marks of competing products belong to their respective owners; MEDGE Capital is independent and not affiliated with, endorsed by, or sponsored by any of them. “Partial” means a related but narrower capability is offered.
Full comparison: MEDGE Capital vs Portfolio Visualizer
25 dimensions side-by-side, honest concessions both ways, migration guide
What we offer
Institutional-grade portfolio analytics for sophisticated investors and independent financial advisors. Portfolio analytics with backtesting on historical crises, optimization on CVaR and Sortino, Monte Carlo simulations with t-copula, multi-scenario stress tests. Native coverage across US, European (UCITS), UK and Asian markets with multi-currency base, documented methodology and disclosed sources.
Positioning from official public sources — SEC EDGAR for insiders, CFTC for futures, Fed / ECB / BoJ / BoE balance sheets, Eurostat and Treasury economic calendar. No magic AI, no alpha promises. Just reproducible, documented tools, cancellable at any time.
Research
Methodology notes and market briefings.
Get started
Ready to see your portfolio under stress?
Backtesting on real crises, optimization on 30+ objectives, exportable PDF report. Card required, no charge if you cancel during the trial. Cancel any time.
- 15 modules working on the same dataset
- 300+ metrics with public formulas, no black box
- Backtesting on 9 historical crises + custom windows
- AI-categorized benchmarks: index, sector, peer
- PDF-ready report with per-section customization
Pricing
Start with 7 days of Pro free.
Simple monthly plans. Cancel anytime — no annual lock-in, no hidden fees. Free forever for the basics; Pro and Enterprise for the full analytics + intelligence stack.
Free
Get started with the basics.
- Portfolio: Overview + Backtesting tabs
- Watchlist: up to 2 lists × 30 tickers
- PAC / DCA simulator
- Technical email updates
Pro
Informed investor — full analytics.
First 7 days free · cancel anytime, no charge.
- Everything in Free
- Portfolio: Analysis, Optimization, Compare, Report
- Insiders & Funds (limited version)
- Central banks (limited version)
- Sovereign & cross-border, Calendar, COT
- Dashboard, Charts, Security analysis, Research
- Risk map + event-driven Focus
- Unlimited watchlists
Enterprise
Professional grade — full access.
- Everything in Pro
- Full Central banks (ECB SHS)
- Portfolio Report with auto-generated AI narrative
- Cross-asset deep Intelligence
- Priority support
Secure payment via Stripe (PCI-DSS Level 1). Cancel anytime from your account portal.
MEDGE Capital is an analytics tool — not investment advice. Past performance is not indicative of future results. Full disclaimer.
Frequently asked
Six things people ask before signing up.
- Is MEDGE Capital giving investment advice?
- No. MEDGE is an analytics and risk-analysis tool. It calculates metrics, runs backtests, and visualizes data — it doesn't recommend specific securities or tell you what to buy or sell. All outputs are informational. For personalized advice, consult a licensed financial advisor.
- How does the Pro trial work? Will I be charged automatically?
- You enter card details to start the trial. You have full access to Pro for the trial period. Cancel before it ends and you won't be charged. Otherwise, the first payment is processed automatically when the trial concludes. You can cancel anytime from your account settings.
- Who is MEDGE built for?
- MEDGE is designed for sophisticated retail investors, independent financial advisors, and analysts who want institutional-grade portfolio analytics without institutional pricing. Some modules cover the basics and are accessible to motivated beginners; others assume familiarity with quantitative finance concepts. The Free tier is a good way to assess fit before upgrading.
- Can I cancel anytime? Do you offer refunds?
- Yes, cancel anytime from your dashboard — no email or call required. You keep access until the end of the billed period. If something doesn't work as described within the first weeks of your subscription, contact us and we'll review your case.
- Do I need to connect my brokerage account?
- No. You paste or upload your tickers and weights manually, or use one of our sample portfolios. We don't connect to brokerages because portfolio analysis shouldn't require sharing credentials with a third party.
- Which markets and currencies does MEDGE cover?
- Global, natively. US-listed ETFs and stocks, European UCITS, UK and Asian indices (FTSE MIB, DAX, CAC, IBEX, AEX, SMI, FTSE 100, Nikkei, Hang Seng) and EU-specific macro data — all in the same workspace. Base currency is your choice: USD, EUR, GBP or CHF.
Contact
Get in touch.
Reach out for a demo, a partnership, or to discuss a methodology. We reply within 48 working hours.