AllInvestView vs Meridian

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

AllInvestView compared with Meridian
Detail	AllInvestView	Meridian
What it does	Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync	A structured life path reading that shows who you are, which chapter you're in, and what directions fit your design
Stage	Not given	Not given
Founded	2023	Not given
Based in	ES	Not given
Pricing model	Freemium	Paid
Pricing	Free plan with core features (10 holdings, 1 portfolio). Starter: $6.99/month billed annually (25 holdings, 2 portfolios, broker sync). Advanced: $11.99/month billed annually (unlimited holdings, 15 portfolios, tax reports). Pro: $24.99/month billed annually (unlimited everything, personal account m	Entry: $197 for one complete Meridian reading. Deep Work and Advisory available by request with pricing determined after fit conversation.
Key features	Real-time portfolio tracking with live prices and performance across 200,000+ assets Automatic broker sync with 30+ brokerages Tax reports for 17 countries with FIFO, LIFO, average cost and specific ID methods Options Greeks calculator with Black-Scholes pricing Bond analytics with YTM, duration, convexity and coupon calendars Real estate tracking with cap rate, NOI and rental income management Multi-currency support across 50+ currencies and 80+ global exchanges	22-section private document Lineage, geographic, and macro calibration Conviction-labeled reflections Chronological life map Forward arc for next 10 years Multiple independent lenses cross-referenced Plain language with no jargon Permanent private link
What makes it different	All-in-one platform tracking stocks, bonds, options, crypto and real estate in single dashboard Professional-grade analytics tools typically reserved for institutional fund managers available to individual investors	Not a chat or app session, but a finished document built to return to Cross-references multiple independent lenses instead of relying on single system High-conviction threshold ensures only substantive, testable reflections Hand-finished by human readers, not template-based or unreviewed AI output Specific to your life through lineage, geographic, and generational calibration
Community votes	0	0
DR (Domain Rating by Ahrefs)	33 −1 (down) since last check	6 no change since last check
Trust Flow (Majestic)	6	5
Citation Flow (Majestic)	32	20
Referring domains (Majestic)	159	17

5 details filled in for both companies.

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