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Meridian

Meridian is AIC Holdings' enterprise-grade financial intelligence platform for portfolio analytics, Bloomberg data integration, and investment research.

Platform Components​

Meridian Dashboard​

Bloomberg data integration with enterprise portfolio analytics:

  • Bloomberg Integration: Real-time market data, quarterly financials
  • Portfolio Analytics: Performance tracking, risk assessment
  • Business Intelligence: Executive dashboards and reporting
  • Financial Metrics: IRR analysis, valuation ratios

Meridian Themes​

Research command center for thematic investing:

  • Theme Management: Track investment narratives
  • AI Research Engine: Automated briefings via Perplexity
  • Research Repository: Notes, links, attachments
  • Instrument Linking: Connect themes to live price data

Architecture​

┌─────────────────────────────────────────────────────────┐
│                  Meridian Platform                       │
├────────────────────────┬────────────────────────────────┤
│   Meridian Dashboard   │     Meridian Themes            │
├────────────────────────┼────────────────────────────────┤
│ • Bloomberg Data       │ • Theme Management             │
│ • BBG Quarterly        │ • AI Research Engine           │
│ • IRR Analysis         │ • Research Timeline            │
│ • Portfolio Groups     │ • Instrument Linking           │
└────────────────────────┴────────────────────────────────┘
                         │
                         ▼
┌─────────────────────────────────────────────────────────┐
│                 Shared Infrastructure                    │
├─────────────────────────────────────────────────────────┤
│  Supabase  │  sable.instrument  │  sable.org  │  Auth   │
└─────────────────────────────────────────────────────────┘

Tech Stack​

LayerTechnology
FrameworkNext.js 14+ (App Router)
LanguageTypeScript
StylingTailwind CSS, shadcn/ui
DatabaseSupabase (PostgreSQL)
Data FeedsBloomberg Terminal
AI/LLMOpenRouter (Perplexity models)

Integration with AIC Ecosystem​

Meridian shares infrastructure with other AIC applications:

  • Shared Database: Same Supabase instance as Sable
  • sable.instrument: Canonical instrument master
  • sable.org: Multi-tenant organization structure
  • Supabase Auth: SSO across AIC applications

Key Features​

Portfolio Analytics​

  • Complete company group coverage (53+ groups)
  • Valuation ratios and pricing analysis
  • IRR calculations with visual highlighting
  • Automated data processing pipelines

Research Capabilities​

  • Live web research via Perplexity
  • Theme-based investment thesis tracking
  • Chronological research timeline
  • Multi-ticker association