Current mix
63 / 26 / 11 VXUS sits below target while VTI is overweight.Fintech tools company
Clarity when your portfolio drifts off target.
AtlasMeridianLabs builds focused software that helps everyday investors navigate rebalancing, contributions, and allocation decisions with more confidence and less guesswork.
Navigate your financial coordinates.
- Client-only product design for faster, simpler deployment
- Plain-English trade guidance before the detailed math
- Built for disciplined household investors, not institutions
AtlasMeridianLabs
Flagship tool
60 / 30 / 10
Target allocation
Suggested route
Direct the next contribution toward VXUS One-sided cashflow mode adds to the most underweight target first.About
We build tools for households, not just institutions.
AtlasMeridianLabs focuses on high-friction financial moments that most software either ignores or overcomplicates. The aim is practical precision: help people stay aligned with their plan without needing a terminal, advisor, or spreadsheet marathon.
Real-world decision support
Tools should help at the exact moment money moves, allocations drift, or tradeoffs become hard to see.
Precision without intimidation
We aim for institutional-grade thinking packaged in interfaces that ordinary investors can trust and use quickly.
Product
Rebalance Helper is the flagship product.
A lightweight client-only web app for building a target mix, reviewing current holdings, and getting plain-English trade instructions before the detailed math takes over.
Rebalance Helper
Stay on target when allocation drift forces a choice.
The product supports full rebalance workflows and one-sided cashflow workflows, with editable target allocation presets, CSV import, and print-ready trade output.
Full rebalance or cashflow mode
Choose between buy-and-sell rebalancing or one-sided contribution and withdrawal guidance.
Editable target presets
Start from 60/40, three-fund, or all-stock mixes, then adjust the target plan to fit the portfolio you intend to hold.
Readable output
Plain-English buy and sell instructions come first, with print and CSV export when you need a working plan.
Privacy-first posture
Portfolio data stays in browser memory for the session and is not sent to external services by the app.
Philosophy
Financial clarity should be broadly accessible.
We build because good financial behavior often breaks down at the interface between intent and execution. The job is to make that interface calmer, clearer, and more usable.
Clarity over jargon
Interfaces should reduce interpretation overhead, not add more of it.
Discipline over impulse
Better tools should reinforce consistent decisions instead of rewarding noise.
Accessibility over exclusivity
Precision financial software should not be reserved for the wealthy or professionally advised.