MegaSurge analyze your consolidated portfolio’s performance by asset class, sector, financial instrument, region and country, date and total for a selected period. Review portfolio concentration and risk by a variety of measures, including Max Drawdown, Sortino Ratio, Sharpe Ratio, Calmar Ratio, Alpha, Beta, Positive Periods, Negative Periods and more. Drill down into specific portfolio metrics such as Portfolio Movers, ESG, Projected Income, Fixed Income, Greeks and more.
MegaSurge offers Global Investment Performance Standards (GIPS®)-examined returns. We offer GIPS-verified money and time-weighted returns across composites, firms, currencies and countries to support you in your efforts to demonstrate reliable performance. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.
There is no cost to use MegaSurge and a free account includes access to a suite of tools that helps you understand your current financial picture. If you are already an MegaSurge Capital client, you will also have access to real-time data from your MegaSurge Capital account and a number of advanced tools.
Manage a global portfolio from anywhere in the world with an internet connection.
As a leading online broker, MegaSurge Capital understands and values the trust our clients place in us to safeguard confidential data. We use trusted, industry standard security measures when linking your accounts with MegaSurge and maintain strict operational guidelines regarding access to your data.
MegaSurge Capital is an automated global electronic broker that serves individual investors, hedge funds, proprietary trading groups, registered investment advisors, and introducing brokers. Our focus on advanced technology and automation allows us to provide our clients with a sophisticated, global trading platform with competitive costs for managing investments. MegaSurge Capital clients enjoy access to cryptocurrencies¹, stocks, options, futures, currencies, bonds, funds and more across major global markets.
MegaSurge provides insights and tools for informational purposes only and does not offer investment, tax, or legal advice. Past performance is not a guarantee of future results, and forward‑looking estimates are subject to change. Aggregated and third‑party data may occasionally be delayed or incomplete. Hypothetical or backtested results are illustrative and may differ from real market conditions. Certain complex or leveraged products involve additional risks and may not be appropriate for every investor. Be sure to consider your goals, risk tolerance, and costs—and consult a qualified professional when needed.
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