Meridian - Smarter More Profitable Portfolio
Meridian is an AI-powered trading and investing journal. It connects to your
brokerage to auto-sync trades and holdings, tracks entries, exits, setups,
emotions and performance, and gives you an AI coach that keeps you accountable.
Key features
- Journal: log every trade and long-term investment — entries, exits, setups, emotions, cost basis, performance and sector exposure.
- Brokerage sync: connect brokerages such as Robinhood and Webull via SnapTrade, or import any broker's history via universal CSV import.
- AI coach: reviews your trades, surfaces recurring mistakes and winning patterns, and answers questions about your portfolio.
- Strategies: define your rules, see performance by strategy, and stay accountable to every rule.
- Weekly reports: week-over-week comparison with clear, specific next steps.
- Goals: portfolio and profit targets tracked automatically.
- AI watchlist: ranked opportunity scores with catalysts and risks.
- News: market-moving news filtered to your holdings.
- Calendar: earnings and macro events for everything you hold.
Pricing
Free plan available. Meridian Pro is $19.99/month or $199/year (about $16.58/month).
Visit Meridian