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Your own AI research team,
trained on your judgement.

Stop stitching together spreadsheets, terminals, and PDFs. Midas gives you a single workspace where AI keeps every data point current and sourced.

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AAPLApple Inc.
MSFTMicrosoft
NVDANVIDIA
GOOGLAlphabet
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Q4 Earnings
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Dashboards/Tech Overview

Margin Analysis

AAPL
  • Gross margin expanded 70bps YoY to 46.2%, driven by favorable product mix
  • Services gross margin reached 71.8%, up 120bps from prior quarter
  • iPhone margins stable despite currency headwinds
  • Management guides for continued margin expansion in FY25

Revenue Breakdown

AAPL
MetricQ1Q2Q3Q4
iPhone$65.8B$45.9B$39.3B$46.2B
Services$23.1B$23.9B$24.2B$25.0B
Mac$7.8B$7.5B$6.8B$7.7B
iPad$7.0B$5.6B$5.8B$7.0B
Wearables$11.9B$7.9B$8.1B$9.0B

Stock Performance

AAPL
Q2'24Q4'24Q2'25Q4'25

Earnings Highlights

AAPL
Total Revenue
$94.9B
EPS
$1.64
Gross Margin
46.2%

Apple announced a new $110B share buyback program, the largest in company history.

Cash Position
$162.1B
AI Assistant

What can I do with dashboards?

Dashboards are your customizable research workspace! Here's what you can do:


Create Widgets

• Add AI-generated analysis cards for any company

• Choose from bullet summaries, tables, charts, or detailed views


Organize Your Research

• Drag and drop to arrange widgets

• Create multiple dashboards for different themes


AI Assistance

• Ask me to generate new widgets on any topic

• I'll cite sources from SEC filings and earnings transcripts


Would you like me to create your first widget?

Suggestions
Platform

Everything you need for
modern investment research

Midas isn’t a wrapper around a chatbot. It’s a fully customizable financial terminal rebuilt from the ground up with AI at its core. Every widget, every data source, every workflow is designed to be created, customised, and automated by you, in plain English.
[01]AI Research Platform

Your AI analyst that never sleeps.

Describe a problem and Midas builds a complete research dashboard — choosing the right widgets, populating live data, and explaining every insight.

Dashboard Builder

AI designs custom dashboards for any thesis

Sourced Answers

Every claim linked to documents

Deep Analysis

Multi-step reasoning on complex questions

AI Research Assistant
Dashboards
[02]Flexible Dashboards

Research organised your way.

Create custom dashboards with AI-generated widgets. Drag, drop, and resize. Multiple views for every insight.

Custom Widgets

Build any metric or visualization

Multiple Views

Chart, table, bullets, or detailed

Drag & Drop

Arrange your research canvas

Margin Analysis

Q1
Q2
Q3
Q4
GrossOpNet

Guidance Credibility

Revenue$9.8B$10.1BBeat
EPS$3.20$3.18Miss
Cloud Growth30%+34%Beat
Margin45%43.8%Miss

Disclosure Gaps

  • Customer concentration data removed from 10-K
  • Segment-level margin breakdown no longer provided
  • Related party transaction detail reduced vs prior year

Insider Activity

J. SmithCEOBuy$4.2M
R. ChenCFOSell$1.1M
M. ParkVP EngBuy$2.1M
L. ZhangCTOBuy$3.5M
S. PatelDirectorSell$0.8M
[03]Document Intelligence

Your documents, made useful.

Ask a question across thousands of filings, transcripts, and your own uploads. Midas reads them and tells you what matters.

Semantic Search

Find answers, not just keywords

Cross-Document Synthesis

AI connects insights across filings

Your Documents

Private uploads enriched with public data

show me everything related to my portfolio's tariff exposure in the supply chain3 results

AI Synthesis: 3 companies flagged supply chain risk from tariffs — AAPL is most exposed via China manufacturing (94% relevance), while NKE faces 200-300bps margin impact.

Apple Q4 2024 Earnings Transcript
94%

...tariff exposure remains a key concern for our supply chain. We are actively diversifying manufacturing across Vietnam and India...

AAPLTranscriptJan 15, 2025
Nike 10-K FY2024
87%

...200-300 basis points of margin impact expected from increased tariffs on Chinese imports. Management is exploring nearshoring options...

NKE10-KAug 12, 2024
TSLA Investment Memo — XYZ Capital
79%

...internal analysis flags 15-20% tariff risk on Shanghai output. Supply chain diversification timeline estimated at 18-24 months...

TSLAPrivateMar 3, 2025
[04]Smart Screener

Screen smarter, not harder.

Every screener has price and volume. Midas adds AI sentiment, thesis scores, and custom columns you define in plain English.

AI Columns

Add sentiment, risk scores, or any metric described in words

Live Enrichment

Scores update as new filings and transcripts are processed

Custom Filters

Filter on AI-generated insights, not just financials

TickerCompanySectorMgmt Cred.AI Capex SignalDilution RiskInsider SentimentRefi Risk
AAPLApple Inc.TechnologyAClearLow
Net BuyCFO discretionary buy
Clear
MSFTMicrosoft Corp.TechnologyA>58%Low
Neutral10b5-1 only
Clear
GOOGLAlphabet Inc.CommunicationB>61%Low
Net SellCTO sold discretionary
Clear
AMZNAmazon.com Inc.ConsumerBClearMed
Net BuyMultiple directors
Watch · 24mo
NVDANVIDIA Corp.TechnologyA>73%Low
Net BuyCEO open-market
Clear
METAMeta PlatformsCommunicationC>54%Med
Net SellCEO scheduled sale
Flag · 14mo
[05]Bespoke

Run a firm? Don’t vibecode your edge.

We build your firm its own AI research platform — your data connected, your process encoded, your apps live in as little as two weeks. Free. You pay for the platform, never for the build.

White-glove integration

Your data in the machine, cited to source

Custom apps

Designed, built, and hosted by us

Human-in-the-loop

An analyst checks every deliverable

Connected Sources
SharePoint
Not connected
AWS S3
Not connected
Google Drive
Not connected
Slack
Not connected
+ Add integration

Your Data, Connected

Connect SharePoint, S3, internal drives, and more. Midas pulls from your sources alongside public filings.

Zero data retention
SOC 2-aligned controls
End-to-end encrypted
No model training

Your Data Stays Yours

Your data is never used to train models.

Manual Process
1
Find & verify sources
2
Read 10-K filings
3
Extract financials
4
Build comp model
5
Write final report
Manual: 3 weeks< 2 min
"Analyse AAPL's competitive position"
Competitive Analysis Report12 pages
Financial Model48 data points
Source Bibliography23 citations
Executive Summaryready to share
1×faster on average

Weeks of Work, Done in Hours

Research that took teams weeks — delivered before your morning coffee.

Search across all sources…
SEC Filing10-K Annual Report — Apple Inc.
Earnings CallQ3 2024 Earnings Transcript — MSFT
Broker NoteInitiation of Coverage — NVDA
NewsFed signals rate decision ahead of…

Every Source, Unified

SEC filings, earnings calls, broker research, news — searched and synthesised together.

Widget Library3,247 types
Bar Chart
Time Series
Comp Table
Breakdown
Area Chart
Scatter Plot
Waterfall
Heatmap
Treemap
Candlestick
Bar Chart
Time Series
Comp Table
Breakdown
Area Chart
Scatter Plot
Waterfall
Heatmap
Treemap
Candlestick

3,000+ Widget Types

Charts, tables, summaries, and screeners. Need something new? Describe it and Midas builds it.

Prompt

AAPL 10-K
MSFT 10-K
GOOGL 10-K
META 10-K
Extracting EV/EBITDA…
Widget generated
AAPL
MSFT
GOOGL
EV/EBITDA
P/E
Rev Growth

AI-Native

Every widget starts with research — Midas finds, reads, and synthesises before it builds.

Pricing

Pricing that scales with your team

From individual analysts to full research desks. See full breakdown →

Free

Explore the platform at your own pace

$0 forever
  • 150 credits/month
  • 1 workspace
  • SEC filings access
  • Export data

Investor

For individual investors building a workflow

$31$63/seat/mo

Billed annually ($390/yr)

  • 600 rollover credits
  • Web search
  • Bulk export
Most popular

Professional

For analysts running active coverage

$119$239/seat/mo

Billed annually ($1,490/yr)

  • 3,000 rollover credits
  • Priority support
  • Custom reports

Fund

For teams managing research at scale

$499$999/seat/mo

Billed monthly · Min 3 seats

  • Capacity-based pooled credits
  • 15,000 rollover credits
  • Unlimited workspaces
  • Dedicated support
  • API access

Enterprise

For firms requiring dedicated infrastructure

Custom
  • Custom allocation
  • Per-user credit limits
  • SSO & SAML
  • Full API access
  • SLA guarantee
Get started — no credit card required

Start building your
edge today.

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