Meridian Themes

Meridian Themes is a research command center for thematic investing. It helps answer one question every morning:

"What's going on with our themes?"

What is a Theme?

A theme is a research repository for an investment narrative. It's more than a watchlist - it's a living document that captures:

• The thesis - "Copper is forming a breakout pattern similar to Gold's 2024 move"
• The instruments - HG=F, GC=F, SCCO, FCX
• AI briefings - Automated daily/weekly research from Perplexity
• Your notes - Price levels, observations, trade ideas
• Saved links - Articles, tweets, research notes
• Attachments - PDFs, charts, earnings transcripts

Everything relevant to an investment idea lives in one place.

Key Features

Theme Management

Create, organize, and track investment narratives:

• Active, Watchlist, Archived statuses
• Rich descriptions and thesis documentation
• Visual timeline of research activity

AI Research Engine

Automated briefings using Perplexity's live web search:

• Daily/weekly research generation
• Custom prompts for specific focus areas
• Source citations included

Unified Timeline

See all research chronologically:

• AI-generated insights
• Human notes and observations
• Market events and news

Instrument Linking

Connect themes to instruments:

• Multiple tickers per theme
• Live price data integration
• Links to canonical sable.instrument master

User Workflow: "The Cook Loop"

1. Setup    → Create theme "Copper Breakout"
2. Config   → Add tickers (HG=F, SCCO) + research prompts
3. Execute  → Click "Generate Report" or scheduled job runs
4. Process  → Perplexity searches web, generates insight
5. Review   → Read latest briefing on dashboard

Architecture

┌─────────────────────────────────────────┐
│           Meridian Themes               │
├─────────────┬───────────────────────────┤
│   Theme     │   AI Research Engine      │
│  Management │   (OpenRouter/Perplexity) │
├─────────────┴───────────────────────────┤
│              Supabase                   │
│  themes | theme_tickers | theme_insights│
└─────────────────────────────────────────┘

Tech Stack

Layer	Technology
Framework	Next.js 14 (App Router)
Language	TypeScript
Styling	Tailwind CSS + shadcn/ui
Database	Supabase (PostgreSQL)
AI/LLM	OpenRouter API (Perplexity models)

UI Design

Financial Terminal aesthetic:

• Dark mode optimized
• Dense data display
• Professional interface
• Responsive design