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Meridian Dashboard

The Meridian Dashboard provides Bloomberg data integration with enterprise portfolio analytics capabilities.

Features​

Bloomberg Data Integration​

Real-time and historical financial data:

  • Quarterly financial reports
  • Market data feeds
  • Company fundamentals
  • Valuation metrics

Portfolio Analytics​

Comprehensive investment analysis:

  • 53+ company groups coverage
  • IRR (Internal Rate of Return) calculations
  • Valuation ratios (P/E, P/B, etc.)
  • Performance tracking

Financial Intelligence​

Executive-level insights:

  • Professional dashboards
  • Automated reporting
  • Trend analysis
  • Risk assessment

Data Flow​

Bloomberg Terminal ──▶ BBG Estimates ──▶ Dashboard
                           │
                           ▼
                   Financial Metrics
                   (IRR, Valuations)

Key Tables​

TableDescription
bbg_estimatesBloomberg quarterly financial data
company_groupsPortfolio group definitions
financial_metricsCalculated metrics and ratios

UI Components​

BBG Quarterly Data Table​

Displays comprehensive financial metrics:

  • Company name and group
  • Valuation ratios
  • Implied share price
  • IRR calculations with highlighting

Financial Terminal UX​

Professional interface design:

  • Dark mode optimized
  • Dense data display
  • Clean, intuitive navigation
  • Responsive layout

Recent Enhancements​

August 2025 Migration​

Major system improvements:

  • Migrated from bbg_quarterly_data to bbg_estimates schema
  • Complete data coverage (all 53 company groups)
  • Removed legacy upload infrastructure
  • Enhanced financial metrics display
  • IRR highlighting for quick assessment

Code Cleanup​

Reduced technical debt:

  • 1,282 lines of legacy code removed
  • Deprecated upload/review workflow eliminated
  • Simplified API surface
  • Enhanced security posture