Pricing
Start free. Pay for depth.
The backtesting lab stays free. Paid plans add the Stress Lab, the full analytics, more saved work, macro and positioning data, and AI-written reports.
Free
Test a portfolio properly, without paying.
No card required.
- Backtesting lab: per-holding attribution, bear/neutral/bull regimes, what-if replays
- Portfolio overview with Monte Carlo simulation
- Insider trades, 13F fund holdings and futures positioning
- Market dashboard, charts and the daily AI briefing
- PAC / DCA simulator with the Italian 26% tax
- Save 1 portfolio and 2 watchlists of up to 30 tickers
Essential
The full portfolio analytics toolkit.
Monthly billing · cancel anytime.
Everything in Free, plus:
- Stress Lab: your own scenarios on 45 benchmarks, propagated to every holding
- Full risk metrics: Sortino, Calmar, Omega, VaR and CVaR, rolling metrics
- Optimization on 12 objectives, from Max Sharpe to Min CVaR and Risk Parity
- Compare portfolios and export reports to PDF, HTML and CSV
- Security analysis and benchmark suggestions
- Save 10 portfolios and 10 watchlists with unlimited tickers
Plus
Know what you are really exposed to.
First 7 days free · cancel anytime, no charge.
Everything in Essential, plus:
- Portfolio Exposure: real regions, sectors and style, holding by holding
- Focus engine: 14 macro events scored daily against your holdings
- COT, central banks, Treasury auctions, macro calendar and sovereign data
- AI briefings on your own topic, with follow-up questions
- Save 25 portfolios and 25 watchlists
Pro
Reports and dashboards written with AI.
Monthly billing · cancel anytime.
Everything in Plus, plus:
- Portfolio reports with an AI-written narrative
- Workbench: build dashboards by chatting with AI
- Save 50 portfolios and 50 watchlists
Advisor
For advisors who follow many portfolios.
Monthly billing · cancel anytime.
Everything in Pro, plus:
- Save 200 portfolios and 200 watchlists
- Three times the hourly limits on MCP tools for AI assistants
- 50 Workbench widgets
- Priority support
Prices in euro. Secure payment via Stripe. Cancel anytime from your account.
Full comparison
Every feature, plan by plan
Each higher plan includes everything in the plans before it. Numbers are limits per account.
Swipe the table sideways to see every plan.
| Prices per month | Free €0 /mo Sign up free | Essential €14.99 /mo Choose Essential | Plus €39.99 /mo Try 7 days free | Pro €59.99 /mo Choose Pro | Advisor €159 /mo Choose Advisor |
|---|---|---|---|---|---|
| Portfolio backtesting & stress testing | |||||
| Portfolio overview | |||||
| Monte Carlo simulation | |||||
| Backtesting lab | |||||
| What-if replays and external ticker shocks | |||||
| Weak & strong spots, per-holding attribution | |||||
| Stress Lab | |||||
| Preset and model portfolios | |||||
| PAC / DCA simulator | |||||
| Portfolio analytics | |||||
| Full risk metrics | |||||
| Benchmark comparison and suggestions | |||||
| Portfolio optimization | 12 objectives | 12 objectives | 12 objectives | 12 objectives | |
| Compare portfolios and tickers side by side | |||||
| Portfolio Exposure | |||||
| Portfolio Focus | |||||
| Reports | |||||
| Portfolio report | PDF, HTML, CSV | PDF, HTML, CSV | PDF, HTML, CSV | PDF, HTML, CSV | |
| AI-written report narrative | |||||
| Markets & research | |||||
| Market Dashboard | |||||
| Real-time prices | |||||
| US Treasury yields and yield curve | |||||
| Charts with indicators and drawings | |||||
| Commodities board | |||||
| Daily AI market briefing | |||||
| AI briefing on your own topic, with follow-up questions | |||||
| Security Analysis | |||||
| Positioning & macro data | |||||
| Insider trades (SEC Form 4) | |||||
| Fund holdings (SEC 13F) | |||||
| UK short positions (FCA) | |||||
| Futures positioning overview (CFTC COT) | |||||
| COT and positioning in depth | |||||
| Central banks | |||||
| Economic calendar and Treasury auctions | |||||
| Sovereign and cross-border data | |||||
| Watchlists, alerts & app | |||||
| Watchlists | 2 | 10 | 25 | 50 | 200 |
| Tickers per watchlist | 30 | Unlimited | Unlimited | Unlimited | Unlimited |
| Price-level and big-move alerts | |||||
| Evening recap of your saved portfolios | |||||
| In-app notifications | |||||
| Mobile app (install from the browser) | |||||
| Saved work & AI dashboards | |||||
| Saved portfolios | 1 | 10 | 25 | 50 | 200 |
| Workbench: dashboards built by chatting with AI | 20 widgets | 50 widgets | |||
| Share Workbench snapshots | |||||
| AI assistants (MCP) | |||||
| Connect Claude, ChatGPT or Cursor | |||||
| Tools available | Markets, backtests, stress tests | + analysis, optimization, reports | + exposure, macro, COT, custom briefings | + Workbench | All tools |
| Holdings per analysis | 10 | 25 | 40 | 60 | 60 |
| MCP hourly limits | Standard | Standard | Standard | Standard | 3× standard |
| Billing & support | |||||
| Free trial | 7 days | ||||
| Annual billing, 2 months free | |||||
| Cancel anytime | |||||
| Support | Priority | ||||
Questions about plans
Is the Free plan really free?+
Yes. No card is needed and there is no time limit. The backtesting lab, the Market Dashboard, charts, insider and 13F data and the daily AI briefing stay free. Paid plans add the Stress Lab, deeper analytics, more saved work and macro data.
How does the Plus free trial work?+
Choose Plus and enter a card: nothing is charged for 7 days. Cancel before the trial ends and you pay nothing. The trial is offered once per account.
Can I switch plan or cancel?+
Yes, from your account at any time. Cancelling stops the renewal and you keep the plan until the end of the period already paid, with no fees.
What does annual billing save?+
About two months compared with paying monthly: for example Plus costs €390 a year instead of twelve monthly payments.
Which plan should I start with?+
Start with Free to test a portfolio. Essential adds the full risk metrics, optimization, comparisons and reports. Plus shows what you are really exposed to and adds macro, COT and central bank data. Pro adds AI-written reports and the Workbench; Advisor is for people who follow many portfolios.
Something missing? support@medgecapital.com · How the numbers are computed
MEDGE Capital is an analytics tool, not investment advice. Past performance is not indicative of future results. Full disclaimer.