Practical tools for clearer market research in a more focused workspace
Meritholt Invest combines advanced AI, professional-grade analytics and an intuitive workspace for traders with different levels of experience.
Live analysis supported by AI
Meritholt Invest brings together current information on equities, foreign exchange, digital assets and commodities. Price action, liquidity, technical indicators, macroeconomic data and market commentary can be reviewed in one place when considering a potential setup; no signal can assure a result.
- Handles large volumes of market data
- Equities, FX, digital assets and commodities coverage
- Signal and response measures presented clearly
- Improved through continuous market-data review
A structured trading process
Define your risk limits, instruments and objectives once, then let Meritholt Invest operate throughout the day. Automation may support entry timing, position sizing, stop-loss placement and take-profit settings, so continuous screen monitoring is not required.
- Supported providers may offer connection functionality
- Adjustable risk controls at strategy level
- Tools for monitoring positions
- Auditable history of platform activity
An approachable workspace for new users
Complex market topics should still be approachable. The Meritholt Invest workspace communicates in plain English, guides setup and uses visual dashboards to present market information, including for people who are new to trading.
- A guided setup path that can be completed efficiently
- Signal explanations written in plain language
- A practice space for understanding the workflow
- Useful context alongside important metrics
Market alerts you can tailor
Keep track as market conditions evolve. Meritholt Invest provides push, email and in-app notifications when selected criteria are met. Filters help limit distractions and highlight signals relevant to you.
- Get updates through push, email or SMS
- Alerts pair a score with supporting context
- Trigger points selected by the user
- Built for iOS, Android and desktop browsers
In-depth portfolio assessment
Profit and loss alone do not tell the whole story. Analytics in Meritholt Invest offer attribution views, risk-adjusted metrics including Sharpe, Sortino and Calmar ratios, drawdown analysis and diversification scores for broader portfolio analysis.
- Reports featuring Sharpe, Sortino and Calmar metrics
- Analysis of drawdowns and recovery periods
- Heatmaps showing asset relationships
- Export reports in PDF or CSV format
A protection model suited to professional workflows
Information security remains a core priority. Meritholt Invest protects data in transit with TLS 1.3 and stored information with AES-256, while it does not hold your funds. Your capital remains with your brokerage account. API connections are restricted to reading and execution, with withdrawals disabled, and independent penetration testing is performed annually.
- TLS 1.3 and AES-256 protection
- Broker API permissions restricted to reading and execution
- SOC 2 Type II documentation
- Two-factor verification through TOTP or SMS
Move easily between supported devices
Meritholt Invest Use the service wherever you oversee trades. The web application works with current browsers, while iOS and Android apps offer live notifications and convenient order controls. Preferences, strategies and positions remain aligned across devices.
- Access the service via browser, iOS or Android
- Real-time synchronisation across devices
- Handle mobile orders with one tap
- Check analytics when offline
Backtest strategies
Assess a strategy before risking live capital by testing it against as much as 20 years of historical data. The engine accounts for slippage, fees and market impact in efficient simulations, giving you a more grounded way to examine how an approach might behave.
- As much as 20 years of historical market data
- Accounts for slippage and commission charges
- Stress testing with Monte Carlo scenarios
- Compare strategies side by side
All plans come with the complete feature set
Start without a fee and access core AI research immediately. Upgrade later if automation, backtesting or priority assistance becomes useful.
Start at no charge