Tools That Power Real Investment Insight

Discover, analyze, and act on high-conviction opportunities with a platform built for clarity, speed, and depth.

Strategize-Your Big Picture Dashboard

Start every session with a panoramic snapshot of market mood and money flows:

Global Risk Pulse

See how capital is tilting between defensive and aggressive plays, including inverse- vs. leveraged-flow balances across equities, bonds, and commodities

Where the Money’s Moving

Live inflow rankings spot which locations, asset classes, and sectors are attracting (or losing) fresh AUM, so you can spot momentum or contrarian angles at a glance.

Macro Health Monitor

A color-coded world map of Equity Risk Premia shows where risk is richly rewarded and where it isn’t, guiding geographic tilts in seconds.

Attention Tracker

Web-traffic analytics reveal the asset classes, themes, and research platforms investors are exploring most right now.

Each module offers curated macro-level deep links to third party platforms for even more depth.

Ideate – Aggregated Insights Across Every “Investable” Corner

Analyst Favorites and Internal Purchases

Instantly surface stocks that sit at the sweet-spot of strong analyst conviction, recent employee purchases, solid earnings, and attractive dividend yields. One click opens the supporting research

ETF Head-to-Head

Stack any ETF against its peer set to pinpoint relative outperformance, then pull up lower-fee or next-generation alternatives, smart-beta, factor-tilted, ESG, you name it, without hunting through multiple fund databases.

Alternative-Platform Pulse

See where investor attention is flowing outside public markets: Percent for private credit, WeFunder for startups, Nasdaq Private Market for late-stage secondaries, and more. Web-traffic share updates daily so you can spot rising niches before headlines catch up.

Every insight is just one click from the authoritative source or factsheet and just one click back to Midst , keeping ideation fast, data-rich, and bias-free.

Search & Analyze – Zero-Friction Discovery, One-Click Depth

Blazing-Fast Search

Describe what you're looking for and find the closest key word matches out of nearly a million investments.

AI-Powered Matchmaking

Unsure of the exact keyword? Spend a few credits to unleash our vector search: type “AI-driven cybersecurity mid-cap” or paste a company blurb and let the model surface perfect matches, including holdings whose tickers or names don’t contain your terms.

Contextual Insight Graph

Thanks to AI, results can also include complements, substitutes, and key suppliers, so you can see the full ecosystem around an investment before committing time to deeper due diligence.

One-Click Deep Dive

From any result, jump straight to performance charts, fundamental snapshots, sentiment reads, valuation comps, and curated third-party sources, then hop right back to Midst to continue your exploration.

Whether you arrive from Ideate or start fresh, Search & Analyze turns vague ideas into pinpoint opportunities and delivers all the groundwork for a data-driven yes or no.

Build & Monitor – From Portfolio Ideas to Daily Intelligence

Benchmark & Back-Test

Drop in any mix of stocks and ETFs and see how they stack up against each other or have previously performed as a unit.

Predict Your Income Stream

See your historical income, payout ratio, and dividend related news articles for all the stocks and ETFs that interest you.

AI Fit-Check

One click shows how each new holding shifts your sector, factor, and risk profile. Our AI highlights overlap, hidden correlations, and diversification gaps in plain language.

Image-to-Portfolio (Premium)

Snap a photo of your current holdings statement, upload it, and let our OCR + AI engine build or update your portfolio automatically. Wake up each morning to an inbox report covering price moves, news catalysts, and risk flags for every position.

Whatever your strategy—growth, value, income, or alt assets, Build & Monitor turns raw ideas into a living portfolio and keeps you informed around the clock.