Can Meridian track both trades and long-term investments?

Yes. Meridian separates fast-moving trades from long-term investments into two journals, so your day-trading noise doesn't distort your buy-and-hold picture, and vice versa — while keeping a single unified portfolio view.

An investment journal for your long-term portfolio

Q: What is an investment journal?

An investment journal records your long-term holdings and the reasoning behind them, so you can track cost basis, unrealized gains, sector exposure and dividends over time and review your thesis. Meridian keeps investments and active trades in one place with automatic brokerage sync.

Q: Does it track cost basis and unrealized gains?

Yes. Meridian computes cost basis, market value, unrealized profit and loss, return percentage, and sector exposure for your holdings, updated from live prices.

Trades and long-term investments deserve different tools. Meridian gives your buy-and-hold portfolio its own journal — cost basis, unrealized gains, sector exposure, and AI insight — synced straight from your brokerage.

Start free →

Investing is not trading — so why journal it the same way?

A day trade and a five-year hold are different decisions with different timelines, and mixing them makes both harder to read. Meridian separates your active trades from your long-term investments into two journals, so short-term noise doesn't distort your investing picture and your investments don't clutter your trading stats — while still rolling up into one unified portfolio view.

What your investment journal tracks

Cost basis & market value

Every lot's average cost, current value, and how much you're up or down.

Unrealized P&L

Live gains and losses in dollars and percent for each holding.

Sector exposure

See how concentrated your portfolio is and where your risk sits.

Dividends & cash flow

Income and cash movements captured alongside your positions.

Your thesis

Notes and tags on why you own each position, so review is honest.

Goals

Portfolio and profit targets tracked automatically over time.

Synced from your brokerage

Connect brokerages such as Robinhood and Webull via SnapTrade and your holdings stay current automatically — or bring any broker's history in with universal CSV import. No more updating a spreadsheet every time a position changes.

With AI insight on your holdings

Meridian's AI coach reviews your investments too — flagging concentration risk, explaining what's driving a position, and helping you stay disciplined to your long-term plan instead of reacting to every headline.

Frequently asked questions

What is an investment journal?

A record of your long-term holdings and the reasoning behind them — cost basis, unrealized gains, sector exposure and dividends over time — so you can review your thesis. Meridian keeps investments and trades in one place with automatic brokerage sync.

Can it track both trades and investments?

Yes — separate journals for fast trades and long-term holds, with one unified portfolio view.

Does it track cost basis and unrealized gains?

Yes — cost basis, market value, unrealized P&L, return %, and sector exposure, updated from live prices.

Give your long-term portfolio a real journal

Track every holding, understand your risk, and stay on plan.

Create your free account →

Meridian is a journaling, analytics and education tool. It is not a broker, does not execute trades, and does not provide personalized investment advice.