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MEDGE
MEDGECapital

Macro, positioning and flow data, connected to your portfolio.

Macro investing means reading positioning, liquidity and flows before prices move. MEDGE Capital brings the official sources together, CFTC Commitments of Traders, SEC 13F and Form 4, FCA short positions, Fed H.4.1 and SLOOS, global central bank balance sheets, Treasury TIC and Daily Statement, BIS credit gaps and Fed Z.1, and measures what each macro event means for the portfolio you hold.

  • CFTC COT for financial and commodity futures, with z-scores and the 52-week COT index
  • 14 macro and geopolitical events scored 0–100 every day, and their effect on your holdings
  • Fed, global central bank, Treasury and BIS data in the same workspace
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Who it’s for

  • Investors who position around rates, the dollar, commodities and liquidity.
  • Readers of COT reports and 13F filings who are tired of scraping them from government sites.
  • Portfolio managers who want to know which current macro theme is the biggest risk for their book.

Who it’s not for

  • Traders who need tick data or futures execution.
  • Readers looking for forecasts: MEDGE shows data and measured sensitivities, not predictions.
  • Researchers who need the full raw history of every economic series: MEDGE focuses on the data that moves portfolios.

Step by step

How MEDGE Capital helps macro investors, situation by situation.

01Free plan

Spotting crowded positioning in futures

When speculators are at a multi-year extreme in gold, the euro or Treasuries, the next move is often a squeeze. You need the extreme measured, not eyeballed.

In MEDGE

  1. 1Open Futures positioning: “This week’s positioning” covers the financial futures in the CFTC Traders in Financial Futures and futures-only reports.
  2. 2Read each market’s z-score and 52-week COT index to see which positions are stretched.
  3. 3From Plus, open COT in depth: every market, every trader group, and the COT index with its history.
  4. 4For energy, metals and agriculture, the Commodities section adds positioning next to prices, relative value and correlations.

What you get

A weekly list of stretched positions, measured the same way across markets.

COT reports by market
Gold · managed money, net contracts (k)COT index 96

Illustrative preview, not a real portfolio.

02Free plan

Following the largest funds and corporate insiders

Quarterly 13F filings show where institutional money went; Form 4 shows directors buying or selling their own company. Both are public, both are tedious to read raw.

In MEDGE

  1. 1Open Insiders & Funds → SEC 13F for hedge-fund holdings and the names most held across tracked funds.
  2. 2Switch to SEC Form 4 for top insider buys, cluster buys and the activity by company.
  3. 3Add FCA short positions to see the most-shorted UK companies.
  4. 4In Portfolio Exposure (Plus), “Institutional ownership & insiders” shows the same data for the holdings of your saved portfolios.

What you get

What institutions and insiders are doing, filtered down to the companies you own.

Famous investors’ latest 13F

13F · latest quarter vs previous

NVDAAdded+38% shares
GOOGLNew position2.1% of fund
AAPLTrimmed−22% shares
XOMSold outexited

Illustrative preview, not a real portfolio.

03From Plus

Reading liquidity: central banks and the Treasury

Balance sheets, reserve flows and the Treasury’s cash account drive liquidity, and liquidity drives risk assets.

In MEDGE

  1. 1Open Central banks: Fed Watch with the weekly H.4.1 balance sheet and the SLOOS lending survey, and the balance sheets of non-Fed central banks.
  2. 2Open Sovereign & cross-border: Treasury Daily Statement, Treasury TIC foreign holdings, BIS credit gap and cross-border data, and the Fed Z.1 financial accounts.
  3. 3Check the official daily US Treasury yield curve, from 1 month to 30 years, and the 2s10s spread, free on every plan.

What you get

The liquidity backdrop from official sources, without visiting five government sites.

Fed total assets · H.4.1, $ trillionQT running

Illustrative preview, not a real portfolio.

04From Plus

Which macro event matters for my portfolio right now?

Trade war, the Fed, oil, the yen carry trade, AI capex: there is always a headline. The question is which one your portfolio is actually exposed to.

In MEDGE

  1. 1Open Focus: 14 events, from FOMC rate path and US CPI to OPEC+, BoJ normalisation, China property and Middle East shipping lanes, each scored 0–100 every day from intensity, uncertainty, contagion and salience.
  2. 2Check the market regime (calm, stress, panic), the top movers over 5 days and the 90-day aggregate pressure.
  3. 3In the analyzer’s Focus tab, see which events would hurt or help your portfolio, the largest potential loss and where the exposure sits, in percentage points in a bad month.
  4. 4Add your own events; they are kept in your browser.

What you get

A ranked list of the macro themes that matter for your holdings, updated every day.

FOMC rate path & QT
78
Middle East & shipping lanes
64
AI capex / semiconductors
52
Credit spreads IG/HY
37

Illustrative preview, not a real portfolio.

05From Essential

Turning a macro view into a scenario

You expect a dollar surge, a stagflation episode or a rate shock. The useful question is what it would do to your positions.

In MEDGE

  1. 1In Backtesting → Stress Lab, apply “Dollar surge”, “Rates up, duration sold”, “China slowdown” or another starting point, or set your own shocks on 45 benchmarks including currencies, rates and credit, and commodities.
  2. 2Read “How unusual is this scenario?” and “Do the shocks agree with each other?” to check that your view is internally consistent.
  3. 3See the portfolio’s expected move, the hardest-hit holding, “When something like this happened before” and “What holds up in this scenario”.

What you get

Your macro view expressed as numbers on your own portfolio, with a check on its consistency.

Credit event

High yield −12%

Financials −20%

Tech & semis unwind

Semiconductors −35%

US tech −25%

Oil supply shock

Crude oil +35%

Energy +15%

Dollar surge

US dollar +8%

EM equities −15%

Illustrative preview, not a real portfolio.

06From Plus

A briefing on your own theme

Generic market wraps cover everything. You want a focused read on the theme you are positioned for.

In MEDGE

  1. 1Read the daily AI briefing, refreshed every two hours, or generate weekly, monthly, equities, bonds or macro briefings in English or Italian.
  2. 2From Plus, create a custom briefing on your own topic and ask follow-up questions.
  3. 3Pair it with Charts: up to 8 charts side by side with synced symbols, 20 indicators and drawing tools.

What you get

A focused written read on your theme, with the charts to check it.

Daily briefing

Yields up, tech down: what moved and why

Follow-up: what does this mean for European banks?

Illustrative preview, not a real portfolio.

Feature map

Every MEDGE feature macro investors use, and the plan that unlocks it.

FeatureThe question it answersPlan
Futures positioning (COT overview)Which futures positions are stretched this week?Free
Insiders & FundsWhat are institutions, insiders and short sellers doing?Free
Market Dashboard and Treasury yieldsWhat is the cross-asset and rates picture today?Free
CommoditiesPrices, positioning, relative value and correlations for energy, metals and agriculture.Free
Stress LabWhat does my macro scenario do to my portfolio?Essential+
COT in depthEvery market, every trader group, with history.Plus+
Central banksWhat are the Fed and other central banks doing with their balance sheets?Plus+
Sovereign & cross-borderTreasury cash, foreign holdings, credit gaps and financial accounts.Plus+
FocusWhich of 14 macro events matters most for my holdings today?Plus+
Custom AI briefingA briefing on my theme, with follow-up questions.Plus+
WorkbenchA personal macro cockpit built by describing charts in chat, with COT, macro and focus data.Pro+

What MEDGE does not do

Worth knowing before you decide.

  • Data from official sources follows their release schedules: COT weekly, 13F quarterly, H.4.1 weekly.
  • No forecasts or trade signals: positioning extremes and event scores are measurements.
  • No futures execution or tick data.

FAQ

MEDGE Capital for macro investors: questions.

Where can I see CFTC Commitments of Traders data with a COT index?

MEDGE Capital’s Futures positioning page shows the weekly CFTC data with z-scores and the 52-week COT index for free. From Plus, COT in depth covers every market and trader group with full history; commodity positioning is also on the Commodities page.

Can I track 13F filings and insider trades?

Yes, free. Insiders & Funds shows SEC 13F hedge-fund holdings with the most-held names, SEC Form 4 insider trades with top buys and cluster buys, and FCA UK short positions. Public pages also list famous investors’ latest 13F portfolios.

What macro events does Focus track?

Fourteen: US-China trade and tech war, ECB rate path, FOMC rate path and QT, US inflation, OPEC+ production, BoJ normalisation, China property and stimulus, AI capex and semiconductors, credit spreads, EUR/USD and the broad dollar, US labour market, EU energy and gas, Middle East and shipping lanes, and IPO and M&A risk appetite. Each is scored 0–100 every day.

Which central bank data is included?

From the Plus plan: the Fed’s weekly H.4.1 balance sheet and the SLOOS lending survey, balance sheets of other central banks, the Treasury Daily Statement and TIC foreign holdings, BIS credit gap and cross-border data, and the Fed Z.1 financial accounts.

Start with your own portfolio, free.

Paste your tickers and weights. Backtests, attribution and regimes work on the Free plan with no time limit; upgrade only when you need the features above.

Analyse my portfolio free See pricing

MEDGE Capital is an analytics tool, not investment advice. Past performance is not indicative of future results. Full disclaimer.