Connect your broker and your journal fills itself

Stop copying trades into a spreadsheet. Meridian syncs with your brokerage to import trades and holdings automatically — or imports any broker's CSV with automatic column detection.

Auto-sync via SnapTrade

Meridian connects to brokerages through SnapTrade, including brokerages such as Robinhood and Webull. Once connected, your trades, positions and balances flow into your trading journal and investing journal automatically, and stay up to date as you trade. The connection is read-only — Meridian can see your activity to journal it, but can never place, modify or cancel a trade.

Universal CSV import for any broker

Not every broker exposes an API, and you may want years of history from a platform you've since left. Meridian's universal CSV importer handles that: export your trade history from any broker, drop in the file, and Meridian auto-detects the columns — date, buy/sell, symbol, quantity, price, fees, and even options fields — then pairs your buys and sells into closed trades and de-duplicates so re-importing never creates duplicates.

Read-only and private

Your brokerage connection is strictly read-only. Meridian imports balances, positions and activity so it can build your journal and analytics — and that's all. It cannot move money or trade on your behalf.

Then get the full picture

Once your trades are in, Meridian's AI coach reviews them, weekly reports show how this week compares to last, and goals keep you on track. Your entire trading and investing history, finally in one place and working for you.

Frequently asked questions

Meridian is a journaling, analytics and education tool. The brokerage connection is read-only. Meridian is not a broker, does not execute trades, and does not provide personalized investment advice. Broker names are trademarks of their respective owners; Meridian is not affiliated with or endorsed by them.