Who it’s for
Portfolio analytics for every kind of investor.
The same engines, used differently. Pick the description closest to you: each guide walks through the situations you actually face, what to open in MEDGE Capital, what you see, and which plan you need.
Financial advisors
Stress tests, risk metrics and client-ready reports on up to 200 saved portfolios, with the macro context to explain every move.
7 situations, step by step
Read the guideIndividual investors
For self-directed investors anywhere, US included: know why your portfolio moves, how far it can fall and what the market is doing, without a finance degree.
6 situations, step by step
Read the guideEuropean investors
UCITS ETFs and European listings analysed like US ones: backtests, overlap checks, stress tests and euro benchmarks, with every currency effect shown openly.
6 situations, step by step
Read the guideETF and multi-asset investors
Stocks, bonds, gold and commodities in one portfolio: correlations, drawdowns, rebalancing, hedges and optimization across every asset class.
6 situations, step by step
Read the guideMacro investors
CFTC positioning, 13F and insider filings, central bank balance sheets, Treasury flows and 14 macro events scored daily, connected to your own portfolio.
6 situations, step by step
Read the guideAI assistant users
Connect Claude, ChatGPT or Cursor to MEDGE’s MCP server and run backtests, stress tests and macro analysis on your saved portfolios by asking in plain language.
5 situations, step by step
Read the guideDCA and savings-plan investors
For monthly savers (PAC, Sparplan, DCA): plan the contributions, see a realistic range after tax and inflation, and keep track of the risk as the portfolio grows.
5 situations, step by step
Read the guideFIRE and long-term investors
For investors planning financial independence or retirement: the number you need, whether the money lasts, and how the portfolio behaves in the decades in between.
5 situations, step by step
Read the guide