YOUR WEALTH. YOUR STRATEGY. YOUR MERIDIAN.

Stop guessing where your money stands. Start seeing the bigger picture.

Introducing MERIDIAN, a premium all-in-one wealth and investment portfolio tracker designed to bring clarity, structure and control to your financial journey.

Your investments deserve more than scattered numbers and endless spreadsheets. MERIDIAN brings your entire portfolio into one powerful, beautifully designed Excel workbook — helping you understand your performance, monitor your assets, manage your risk and visualize your long-term financial goals.

From your first investment to a diversified portfolio, everything has its place.

EVERYTHING YOU NEED. ONE POWERFUL WORKBOOK.

01 — YOUR WEALTH AT A GLANCE

Discover your financial picture through an interactive dashboard featuring 12 key indicators and 9 visual charts. Monitor portfolio value, realized and unrealized gains, dividends, total returns and your best and worst-performing positions.

02 — COMPLETE PORTFOLIO CONTROL

Organize up to 40 investment assets and 1,000 transactions. Track purchases, sales, dividends and fees while automatic calculations help you monitor average costs, asset values, returns and portfolio weights.

03 — SMARTER ASSET ALLOCATION

Define your target allocation, identify imbalances and calculate suggested buy or sell amounts to rebalance your portfolio. Explore your investments by asset class, sector and account.

04 — PERFORMANCE THAT TELLS THE STORY

Analyze monthly and cumulative investment performance with calculations adjusted for contributions using the Modified Dietz method.

05 — DIVIDENDS & OPPORTUNITIES

Monitor passive income by month and asset. Organize your watchlist and define target buying zones for investments you're following.

06 — YOUR FINANCIAL FREEDOM PLAN

Calculate your Financial Freedom Number, estimate your potential financial independence age and explore three different long-term projection scenarios.

07 — UNDERSTAND YOUR PORTFOLIO RISK

Evaluate portfolio concentration and simulate market stress scenarios ranging from -10% to -50%, with adjustable assumptions.

08 — YOUR PERSONAL INVESTMENT TOOLKIT

Access practical financial calculators, including CAGR, compound interest, investment fees, position sizing and the Rule of 72. Also explore 24 investor principles and a glossary of 40 investment terms.

DESIGNED TO FEEL PREMIUM. BUILT TO BE PRACTICAL.

MERIDIAN combines a sophisticated midnight-blue and gold aesthetic with a structured, data-driven experience.

No complicated financial software. No scattered tracking sheets. Just one organized workspace for your investment journey.

WHAT YOU GET

• 1 Microsoft Excel workbook (.xlsx)

• 17 organized worksheets

• Interactive investment dashboard

• 9 dashboard charts

• Portfolio and transaction tracking

• Asset allocation and rebalancing tools

• Dividend and performance monitoring

• Financial independence planner

• Risk analysis and financial calculators

• Investment learning resources

IMPORTANT DETAILS

• Language: English

• Format: Microsoft Excel (.xlsx)

• Current market prices must be entered manually.

• Live stock market data and automatic price feeds are not included.

• The main workbook is supplied blank and ready for your own information.

• The demonstration data shown in promotional screenshots is fictional and illustrative.

MERIDIAN is an organizational and educational tool, not financial advice or a guarantee of investment results.

SEE YOUR WEALTH DIFFERENTLY.

Build a clearer picture of your investments. Make your numbers easier to understand. Give your financial goals a system.

MERIDIAN — Your Wealth, Within Reach.