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MERIDIAN · DOCUMENTATION
Research models, indicator instruments, a realtime chart and a strategy workflow — connected as one working surface.
ORIENT
Each surface answers a different question. Start where the decision is unclear, then follow the evidence forward.
Follow a five-step guide from the first question to a careful paper workflow.
Read getting startedStart with model pages that frame regime, flow, energy and valuation before you open the chart.
Browse researchBring candles, panes, drawings and widgets together in Meridian’s realtime chart workspace.
Open terminalBuild a versioned node graph, backtest the same logic, then keep the document ready for a paper run.
Open strategy labGUIDE DIRECTORY
Each guide has one job: get you to the right surface, explain the important states and show what the output does not prove.
Use the Research journal to frame a question, inspect model evidence and carry a clear interpretation into the chart.
Read guide INSTRUMENT CATALOGInspect indicator inputs, plots, placement and access before carrying one into the chart or a strategy document.
Read guide INSTRUMENT WORKSPACEA field guide to symbol, timeframe, history/live state, indicators, drawings, panes and widget context in the chart workstation.
Read guide EXPLICIT LOGICBuild strategy graphs, resolve compile review, preview on the chart and understand what the library lifecycle labels actually mean.
Read guide PROOF BEFORE CAPITALThe four Backtest peers - Workbench, Lab, Ledger and Edge - what each one is for, which of them cost credits, and what makes a run citable later.
Read guide OBSERVABLE EXECUTIONUnderstand alert, paper, live and mixed automation modes, frozen revisions, durable events and the detail record behind a run.
Read guide ONE IDEA, TRACKEDWhat a Trade Plan is, how the fleet, the book and the activity stream differ, and why a plan has no allocation controls of its own.
Read guide THE CAPITAL VIEWHow Portfolios bound the numbers, what the Overview, Performance, Risk and Operations rooms each answer, and why paper and live never mix.
Read guide THE LEARNING LOOPThe six Review rooms, what Capture is for, and how a decision written down at the time becomes evidence you can grade later.
Read guideUse Orrery expeditions to compare regime, factor, cycle, volatility, liquidity and derivatives context in a shared world view.
Read guide CLAUDE, CONNECTEDHow to connect a Claude client to Meridian, what the four rungs mean, what a connection can never do, and how to end one.
Read guide ASK, IN CONTEXTWhat Copilot answers, why it appears on some routes and not others, and what bringing your own model key means.
Read guide WHAT COSTS WHATWhat credits are, what actually spends them, how a reservation works, and what happens when the balance runs out mid-run.
Read guide CONTROL PLANEUnderstand local versus account-backed state, settings areas, paper/live portfolio boundaries, connections and plan access.
Read guide QUESTIONS & ANSWERSPlain-language answers about access, market data, model interpretation, strategy lifecycle and live boundaries.
Read guide RECOVERY GUIDEA practical checklist for loading, empty, unavailable, sync-conflict and connection states across Meridian surfaces.
Read guide REFERENCEA shared vocabulary for research, charting, strategy identity, automation state, portfolio boundaries and evidence.
Read guideHOW THE PIECES FIT
The product is designed as a continuum: understand, compose, test and observe.
Use the public research surface to understand what the market is doing and which evidence matters.
02ComposeMove from a broad state to the panes, overlays and widgets that make the chart readable.
03ProveTurn assumptions into a document that can be compiled, evaluated and backtested without hidden lookahead.
04OperatePaper execution is the rehearsal layer: watch state, evidence and lifecycle together before taking the next step.
REFERENCE
Public reading surfaces stay open. The instrument surfaces become your working session after sign-in.
| Surface | Access | What lives there |
|---|---|---|
| Research | PUBLIC | Model pages for market context, evidence and interpretation. |
| Indicators | PUBLIC | Classic, composite and overlay definitions that feed the chart. |
| Chart | MEMBER | Realtime candles, panes, drawings, settings and widget rail. |
| Orrery | MEMBER | A world view for regime, factors, cycles and market terrain. |
| Strategies | MEMBER | Versioned node graphs, compile feedback and backtest workflow. |
| Automations | MEMBER | Lifecycle, run state and evidence for paper automation work. |
Meridian is analysis software. Its job is to make market state and the assumptions behind a workflow easier to inspect — not to replace your judgment.
OPERATING PRINCIPLES
Meridian describes regime, flow, energy and other market conditions. It does not tell you what to buy or sell.
A chart view, model readout or backtest is useful only when its timeframe, data seam and assumptions remain visible.
Keep strategy identity and execution state explicit while you learn the workflow. Production decisions remain yours.