# MEDGE Capital

> Multi-market portfolio analytics, cross-asset intelligence and AI-assisted market briefings for self-directed and professional investors. Build, stress-test and optimize multi-currency portfolios using the regulatory data hedge funds and central banks have to disclose.

MEDGE Capital is a web app at https://medgecapital.com that delivers institutional-grade quantitative tools to retail investors and independent advisors. Pricing: Free (no time limit), Pro €14.99/month (7-day free trial, cancel anytime), Enterprise €59.99/month. Monthly billing only — no annual lock-in.

Full machine-readable plan matrix: https://medgecapital.com/pricing.md
Full long-form content (blog posts in markdown): https://medgecapital.com/llms-full.txt

## What MEDGE Capital is (one sentence)

MEDGE Capital is a cross-market portfolio analytics platform built around CVaR-first risk methodology, SEC + CFTC + ECB regulatory data, and one-click crisis stress tests on live portfolio weights.

## Core capabilities

- Portfolio Analyzer: CAGR, Sharpe, Sortino, Max Drawdown, Calmar, Ulcer Index, Pain Index, Skew/Kurt, monthly heatmap, rolling 63d vol/Sharpe, contribution-to-risk attribution.
- Backtesting on historical crisis windows (2008 GFC, 2020 COVID, 2022 Bear, 2018 Q4) with full PDF report — TL;DR grade A-F, decision box, risk decomposition, Monte Carlo P5-P95 fan chart.
- 12 portfolio optimization objectives: Max Sharpe / Sortino / Calmar / Omega / Rachev, Min Vol / CVaR95 / CVaR99 / Drawdown / Ulcer, Risk Parity, Max Return.
- Compare module: side-by-side multi-portfolio diff with benchmark overlay (β, α, Tracking Error, R²).
- Insiders & Funds: SEC Form 4 (insider trades), SEC Form 13F (institutional holdings), SEC SC 13D/G (beneficial ownership ≥5%), FCA SPR (UK net short positions).
- Futures positioning: CFTC Traders in Financial Futures (TFF) + Disaggregated COT.
- Central banks: Fed, ECB, BoE, BoJ, SNB, BoC, RBA, RBNZ — policy rates, balance sheets, FOMC scenarios. ECB SHS (Securities Holdings Statistics) on Enterprise.
- Sovereign & cross-border: U.S. Treasury TIC (Major Foreign Holders of US debt), IMF COFER (FX reserve composition), BIS credit-to-GDP gap (16 economies).
- Calendar: U.S. Treasury auctions, ECB Governing Council meetings, Eurostat macro releases.
- Risk Map + Focus Engine: event-driven macro overlay across 14 events (Fed pivot, China property, EM contagion, ECB hawkish surprise, etc.) with 0-100 scoring + ISO-3 footprint + proxy ETF tracking.
- Watchlist (up to 2 lists × 30 tickers on Free, unlimited on Pro+).
- PAC / DCA simulator with Italian tax modelling (capital gains 26%, bollo titoli).
- AI features: research summaries, briefing generation, ticker classification (sector / industry / peers), narrative-style portfolio reports.

## Market & currency coverage

- US-listed ETFs and stocks (NYSE, NASDAQ, AMEX).
- European UCITS ETFs (Dublin / Luxembourg domiciles).
- UK and Asian indices: FTSE 100, FTSE MIB, DAX, CAC 40, IBEX 35, AEX, SMI, Nikkei 225, Hang Seng.
- Base currency: USD, EUR, GBP, CHF — set per portfolio.
- 192-country World Bank macro choropleth.

## Methodology

- Daily closing prices via MarketStack API (EOD).
- CFTC Traders in Financial Futures (TFF) and Disaggregated FutOnly weekly reports.
- SEC EDGAR Form 4 / 13F / 13D / 13G full-text search.
- ECB Statistical Data Warehouse (SDMX) + ECB Data Portal API.
- World Bank, IMF, BIS data via SDMX REST.
- U.S. Treasury Fiscal Data API (Daily Treasury Statement, debt-to-penny).
- AI narrative via OpenAI (GPT-class models).
- Volatility and Sharpe annualised with √252 sessions.
- CVaR / VaR computed at 95% and 99% historical; drawdowns peak-to-trough on total price.
- Monte Carlo: geometric Brownian motion, P5–P95 bands span 90% of simulated paths.

## Comparisons

- MEDGE vs Portfolio Visualizer: https://medgecapital.com/vs/portfolio-visualizer

## Boundaries

- The platform produces analytics and informational content only. Nothing on the site or in exported reports constitutes financial advice or a personalized investment recommendation.
- Past performance is not indicative of future results. Optimizations are in-sample unless explicitly stated.
- Tier gating: Free includes Portfolio Overview + Backtesting, Watchlist, PAC. Pro adds full Portfolio analytics, Insiders & Funds (limited), Central Banks (limited), full COT, Calendar, Dashboard, Charts, Security Analysis, Research, Risk Map. Enterprise adds full ECB SHS, AI-narrated PDF reports, Cross-asset Intelligence, priority support.

## Legal

- Operator entity: https://medgecapital.com/imprint
- Privacy policy: https://medgecapital.com/privacy
- Terms of service: https://medgecapital.com/termini
- Cookie policy: https://medgecapital.com/cookie
- Risk & investment disclaimer: https://medgecapital.com/disclaimer

## Contact

Account-related questions: support@medgecapital.com
General enquiries: info@medgecapital.com