Welcome to Midas Monitor.

• We’re building a set of tools designed to actually work the way analysts do—quick to set up, easy to adapt, and built to handle the fragmented and chaotic nature of daily research.

Midas Monitor is a dynamic, widget-based tool designed to transform how financial analysts build dashboards for their research workflows.

• Midas is also proactive. It surfaces critical changes, risks, and opportunities before you go looking, alerting you to risks and opportunities early enough to act.

Quick summary of the Midas Platform:

• Dashboard Creation and Management: Users can create, duplicate, and delete dashboards with unique names, save them manually or with auto-save, and view a list of saved dashboards with metadata.

• Widget Management: Users can add, remove, move, resize, and configure widgets from a library, with options for pre-defined templates and customisation.

Upcoming features:

• Collaboration and Sharing: Dashboards can be shared with configurable permissions, and multiple users can work on the same dashboard in real-time.

• Customisation and Configuration: Users can configure widgets and dashboards with custom settings, select from predefined layouts, and ensure the dashboards are responsive across devices.

• Export and Integration: Dashboards can be exported in various formats and embedded into external platforms.

• Advanced Features: Users can link widgets, utilise advanced widget types like agents and workflows, and set automated refresh intervals and triggers.

Now we believe that you understand the power and the value of the Midas platform, and with that being said, we would like to walk you through it:

1. Finish the Sign-up process:

After signing up you will be part of your team and you will be able to access the home page of the Midas Plaform.

On the left side, we have the following options:

• Companies: You can create a watchlist of your top-tracked companies. You'll see price changes, new filings, and important updates at a glance.

• Dashboards: Dashboards are your personal center, designed to organize and display the insights you care about most, all in one place

• Data Hub: your single source of truth for all company filings, earnings decks, internal documents, and external data

• Help & Support: Whenever you need any help, we are here to assist. Simply click the button and share the details with us.

• Feedback:

• Profile Settings - Dark/Light mode: When you click on your name youre able to access your account settings and also switch between your prefered mode.

In the middle, you can find our template library, along with all of the dashboards that you will create.

• You do have the option to change the layout of the dashboards between card view and line view, this option is on the far right

Account Settings:

Under the account section, you can configure your personal account and also manage your team.

You can easily do both options by switching between:

• Profile

• Account

• Workspace

• Members

• Billing

When inviting people to your team, you will need to always do it from the Members section.

The invitation process is straightforward in just a few simple steps:

1. Open the Members section

2. Click the Invite Member button

3. Add the details

4. Add the person's email address

   • Select the rights you would like to give them

5. And click “Send Invitation”.