MidasX Investing Engine
MidasX is the investing engine that helps you turn a wealth strategy into clearer action — with in-depth technical analysis, portfolio building, AI portfolio analysis, and AI trade ideas in one place.
MidasX · Guided intelligence demo
Simulated live demo · AMD · Updated 8:45:45 PM
Real-time email alerts are available for price, value-zone, and portfolio updates.
Simulated live price
AMD $466.05A solid place to add. Conditions support the position.
Value ladder
Entry strategy idea
15–25%of your intended positionWhen does this become great value?
When price enters the deep-value zone at $362–$377—a zone to consider saving the largest portion for.
How do Wealth Coaches use this?
They use the entry strategy to plan measured buys while preserving room for changing conditions.
Potential entry areas where buyers have historically stepped in.
Areas where rallies may pause as supply returns to the market.
A four-phase report card covering market, business, and technical conditions.
Use MidasX to pressure-test decisions, understand your portfolio, and research opportunities without losing sight of the diversified, long-term plan.
Free with Wealth Society membership.
Measured performance
See the broad average growth and the portfolio-level return advantage produced by MidasX-guided entry decisions.
Three-month average growth
Across three months, the MidasX strategy produced an average return that was more than 4% better when compared on the same portfolio.
Three-month portfolio comparison
Across three months, MidasX performed 3.4% to 4.7% better than investing weekly and 7.2% to 9.8% better than investing everything at once in each portfolio tested.
| Portfolio | MidasX | DCA | Lump | MidasX vs DCA | MidasX vs Lump |
|---|---|---|---|---|---|
| Balanced A | +5.81% | +2.40% | -1.38% | +3.41% | +7.19% |
| Balanced B | +6.47% | +1.76% | -3.35% | +4.71% | +9.82% |
| Balanced C | +6.65% | +2.31% | -2.08% | +4.34% | +8.73% |
Published portfolio performance
Summary returns for 2025 and reported year-to-date performance through July 2026.
| Year | High Conv. | Aggressive | Defensive | SPY | QQQ |
|---|---|---|---|---|---|
| 2025 | +127% | +108% | +94% | +18% | +25% |
| 2026 YTD | +32.01% | +30.26% | +30.72% | +9.81% | +13.10% |
2025 is reported since inception in March. 2026 is reported year to date through July.
Ready for clarity?
Join The Wealth Society to get access to MidasX, alongside long-term investing education, tax strategy, and private opportunities.