An analyst desk for a single PM.
Meridian gives one portfolio manager the synthesis of a full research team — eight agents scoring every holding, every claim sourced, every decision recorded for the regulator.
The problem
A concentrated book drowns one person in research.
A PM running 35 high-conviction names has to hold the whole world in their head: primary research, sell-side noise, management calls, and their own notes from two years ago. Then they have to justify every position to an investment committee and prove the reasoning to a regulator. The judgement is the easy part. The synthesis and the paper trail are what break people.
What we built
Recommends and records. Never trades.
Meridian runs eight specialist agents across every holding and distills a 35-name book into a daily three-flag brief. Dossiers tag every line as FACT, INFERENCE or VIEW, so a claim can always be traced to its source. Decision memos stream a multi-agent debate before a recommendation lands, and a SHA-256 hash-linked log makes the entire chain auditable under FCA SYSC 9. By design, there is no trade-execution surface — it advises and keeps the record, a human pulls the trigger.
Live demo
Use it right here.
Interactive demo running on sample data — a shared sandbox, not real client information. Click around; nothing here is real.
What's inside
Built to do the work.
8-agent position scoring
Every name in the book scored across eight perspectives — quality, valuation, risk, momentum and more — opening into a snapshot drawer.
Provenance-first dossiers
Full company dossiers where every statement carries a FACT / INFERENCE / VIEW chip linked back to its source.
Multi-agent decision memos
Recommendations are produced by a streaming debate between agents, with perspective cards you can interrogate.
Hash-linked audit chain
An SHA-256 event log for FCA SYSC 9 — who decided what, when, and on what evidence.
21 live data connectors
Simulated feeds from Bloomberg, EDGAR, Companies House, AlphaSense and more, each with masked keys and update cadence.
Notes assistant
Five assistant modes — Expand, Structure, Challenge, Connect, Reflect-back — that work the way a PM thinks.
Want one like Meridian for your business?
Every one of these started as a conversation about a single painful workflow. Tell us yours and we'll show you the same system running on your business.