MERIDIAN // RESEARCH TERMINAL

Build Roadmap

Live from Google Sheets — add, edit, and track all Meridian development items

Planned

—

In Progress

—

Completed

—

Cancelled

—

Total Items

—

Status	Phase	Title	Category	Priority	Effort	Notes	Actions

Daily Brief

Pre-market intelligence — auto-generated weekdays at 8am ET · portfolio snapshot · top signals · bottom line

Charts + Trading

Live charts with integrated paper trading — click any ticker to load · place orders from the panel

—

Load Chart:

Indicators:

OVERLAYS: 50 MA 200 MA 20 EMA BB VWAP

OSCILLATORS: RSI MACD Stoch ATR OBV

Volume PRESETS:

📈

No Chart Loaded

Click any ticker badge in the Holdings tab,
or use the Load Chart input above.

ℹ Charts powered by TradingView Advanced Chart widget. Paper trading via Alpaca.

📂 OPEN POSITIONS

No positions · Connect Alpaca in settings

⏳ OPEN ORDERS

No open orders

Place Order PAPER

Symbol

Type

Shares

Enter symbol + shares

⚙ API Setup

Institutional Investors

Major stakeholders across tracked tickers

Based on latest 13F / OGE filings

Political Holdings

OGE disclosures & Congressional PTR trades via Quiver Quantitative

Trump Q1 Trades

3,642

Q1 Trade Value

$220M–$750M

Cabinet Members

~23

Avg Profit (Named)

+20%+

Person	Role	Ticker / Asset	Asset Name	Approx. Value	Notes
↺ Loading…

⚠ DISCLAIMER: All data sourced from public OGE Form 278-T disclosures. OGE filings use broad value bands — not exact figures. For research purposes only, not investment advice.

Biotech Research

AI Drug Discovery · Gene Therapy / CRISPR · Longevity / Anti-Aging

Live from Google Sheets

Ticker	Company	Sub-Sector	Date Added	Price	Market Cap	Revenue TTM	Analyst PT	Key Thesis	Risk Factors	Notes	Links
↺ Loading…

Unicorn Watchlist

Private companies + SEC Form D live Reg D raises — pre-IPO signal

Unicorns Tracked

—

Likely IPO 12-24mo

—

Sector

Defense Tech

Company	Sub-Sector	Valuation	Total Raised	Latest Round	Lead Investors	Revenue Est.	IPO Outlook	Key Product	Why It Matters	Risk Factors	⚡ Alert Signals	Founded
↺ Loading from Google Sheets…

Research Notes

AI / MCP notes from Sheet — plus local quick notes saved in browser

Local Quick Notes

Probability Engine

Platt-calibrated probabilities · BET / PASS / FADE · Kelly position sizing · prediction log

—

Prediction Markets

Kalshi markets · Claude probability model · BET / PASS / FADE vs market price · Kelly sizing

—

Quantum Optimizer

QUBO portfolio optimization · simulated annealing · Braket / D-Wave ready

Max Position

20%

Risk Appetite

Balanced

Runs the probability engine on your portfolio, then solves a QUBO to find the optimal allocation. Braket / D-Wave QPU upgrade requires no code changes — just add wrangler secrets.

Agentic Trading

Signal-driven paper trade proposals · human-in-the-loop approval · Alpaca paper account

— —

⚙ Agent Configuration

SM Buy Threshold (score)

SM Sell Threshold (score)

Prob BET Threshold (%)

Prob FADE Threshold (%)

Max Position Size (%)

Max Daily Orders

Sell Mode

Click GENERATE PROPOSALS to analyze your portfolio and surface trade ideas.

Execution History

Distress Monitor

Altman Z-Score · interest coverage · cash runway · debt/equity — sourced from SEC EDGAR XBRL · 24-hour cache

—

Deep Research

Three specialist agents run in parallel — technical · fundamental · sentiment — synthesized into a final report

🔬

Multi-Agent Deep Research

Enter a ticker above to generate a comprehensive research report — technical analysis, fundamental metrics, and news sentiment combined into a single verdict.

NVDA AAPL TSLA MSFT AMZN

Stock Tracker

Active research positions — Click ↺ SYNC to load from Google Sheets

🟡 Alpaca IEX

Tickers Tracked

—

DB Status

Not connected

Ticker	Company	Sector	Date Added	Entry Price	Live Price	Day Chg	Return	Market Cap	Revenue TTM	Profitable	Key Thesis	Risk Factors	Notes	Actions
Click ↺ SYNC to load from Google Sheets

IPO Calendar

2026 pipeline — live from Google Sheets · add, edit, delete entries

—

Completed

—

Upcoming

—

Pipeline

—

Withdrawn

—

Total Entries

—

Status	Company	Ticker	Exchange	Sector	Expected Date	Price Range	Shares	Valuation	Notes	Actions
↺ Click SYNC to load IPO data from Google Sheets

Small-Cap Scanner

Momentum scanner — cron every 5 min during market hours · —

Matches

—

Gainers

—

Losers

—

Unusual Vol

—

Last Scan

—

News Feed

Live headlines across tracked tickers + macro topics — Alpaca · Benzinga · Google News · SEC EDGAR

Not yet loaded

Tickers Monitored

20

Articles Loaded

—

Auto-Refresh

Every 15 min

Primary Source

Checking…

TV Signals

TradingView webhook alerts — breakouts · breakdowns · custom indicators · auto-refreshes every 30s

— Signals: —

Filter by ticker:

DeFi Markets

Total Value Locked across chains and protocols — source: DeFiLlama · no API key required · 15-min cache

—

Whale Tracker

Automated large transfer alerts · watched wallet monitoring · cross-chain intelligence

—

Base Charts

Base L2 pool charts — GeckoTerminal via worker KV cache · read-only · pool price ≠ asset price, deepest pool listed first

Select a pool

Wire News

Primary sources — PR Newswire · SEC 8-K filings · FDA Approvals — before mainstream media · 15-min cache

— Items: —

Portfolio Signals

BUY · HOLD · SELL per ticker — momentum + sentiment + fundamentals · 1-hour cache

—

Recession Indicators

FRED macro data — yield curve · unemployment · credit spreads · NBER recession signal · 1-hour cache

—

Sentiment Analysis

Benzinga/Alpaca headline NLP scoring — bullish · bearish · neutral across portfolio and custom tickers

—

Performance Chart

Portfolio returns vs S&P 500 benchmark — normalized to 100 at start date

—

Portfolio:

Weight:

Period:

Portfolio Return

—

S&P 500 Return

—

Alpha vs S&P

—

Best Performer

—

Worst Performer

—

Individual Ticker Returns

Bubble Charts

Interactive multi-dimensional analysis — hover for details, click to chart

SVG-based · No external libs

Bubble size = Analyst PT upside % · Color = Sector · Click bubble to chart

SECTORS

BUBBLE SIZE

SELECTED

Hover a bubble

Options Chain

Live options data via Yahoo Finance proxy · Click any ticker in Holdings to load its chain

—

Ticker:

QUICK:

Expiry:

Show ITM only High volume only (Vol > 100)

Stock Price

—

Put/Call Ratio

—

Max Pain

—

Highest Call OI

—

Highest Put OI

—

Implied Move

—

📊

Enter a ticker above and click LOAD,
or click any ticker badge in the Holdings tab.

Options Education

Strategies, concepts, and free resources — from beginner to advanced

⚠ DISCLAIMER: Options trading involves substantial risk. Educational content only — not investment advice. Paper trade first.

🟢 Beginner — The Foundations

What is an Option?

A contract giving you the RIGHT (not obligation) to buy or sell 100 shares at a specific price before a specific date. You pay a premium for this right.

Call vs Put

CALL = right to BUY. Profit when stock goes UP.
PUT = right to SELL. Profit when stock goes DOWN.
Think: "Call up, Put down."

Premium & Max Loss

What you pay for the contract. One contract = 100 shares. A $2.00 premium costs $200 total. This is your maximum loss when buying options.

ITM / ATM / OTM

ITM: Has intrinsic value.
ATM: Strike = current stock price.
OTM: No intrinsic value yet. Cheaper but needs bigger move.

🔗 FREE BEGINNER RESOURCES

↗ Option Alpha — Free Beginner Course

30+ videos covering all basics.

↗ tastytrade — Options Education

Excellent free video library from CBOE veterans.

↗ CBOE — Options Institute

Free courses and webinars from the exchange itself.

🟡 Intermediate — Going Deeper

Implied Volatility (IV)

The market's forecast of movement. HIGH IV = expensive options. LOW IV = cheap options. Buy in low IV, sell in high IV. IV crush after earnings kills option buyers.

Time Decay (Theta)

Options lose value every day. Theta is your enemy when BUYING, your friend when SELLING. An option loses ~1/3 of time value in the last week alone.

Earnings Plays

IV spikes before earnings then collapses (IV crush). Buying straddles before earnings rarely works. Selling premium (iron condors) around earnings can capture the crush.

📐 Strategies

Covered Call🟢 Beginner

Own 100 shares + sell a call above current price. Collect premium, cap upside. Great for generating income on positions.

OUTLOOK: Neutral to slightly bullish

Iron Condor🟡 Intermediate

Sell OTM call spread + sell OTM put spread. Profit if stock stays in range. Ideal for low-movement periods or post-earnings IV crush.

OUTLOOK: Neutral — range bound

Bull Call Spread🟡 Intermediate

Buy lower strike call, sell higher strike call. Reduces cost, caps upside. Good for modest bullish moves when IV is high.

OUTLOOK: Moderately bullish

🔢 The Greeks

Δ Delta

Rate of change of option price vs stock price. 0–1 for calls, -1–0 for puts. Delta 0.50 ≈ ATM. Also ≈ probability of expiring ITM.

Θ Theta

Daily time decay. Negative for buyers, positive for sellers. Accelerates in final 30 days. The seller's profit engine.

ν Vega

Sensitivity to IV changes. Long vega = want IV to rise. Short vega = want IV to fall. Critical around earnings events.

Γ Gamma

Rate of change of delta. Highest ATM near expiry. Short gamma near expiry = danger — small moves create large delta changes.

🔴 Advanced — Professional Concepts

Volatility Skew

Put options cost more than equidistant calls — crash insurance demand. Understanding skew helps price trades and find mispricings.

LEAPS as Stock Replacement

Deep ITM calls, 1-2 year expiry. Delta ~0.80+. Behave like stock at 30-40% cost. Low theta, high leverage. Warren Buffett's preferred structure.

Pin Risk

Stock closes exactly at your strike on expiry. Assignment uncertainty. Always close positions before expiry unless you want assignment.