Faircopy · Meridian Wealth Partners

12 clients · 15 portfolios · 11 deliverables

1 · Upload a portfolio

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Notes / targets (JSON for rebalance/proposal targets, free text otherwise)

Idea report — ticker

Thesis notes

Rating

Created	Client	Type	Title	Judge	Status
2026-07-03 04:14	Client 100000001	TLH Memo	Tax-Loss Harvesting Memo — Client 100000001	10.0	published	open →
2026-07-03 04:14	Client 100000001	Proposal	Investment Proposal — Client 100000001	8.0	published	open →
2026-07-03 04:13	Client 100000001	TLH Memo	Tax-Loss Harvesting Memo — Client 100000001	8.5	published	open →
2026-07-03 04:08	Research Desk	Idea Report	WMB — Williams Companies	7.5	published	open →
2026-07-03 04:04	Research Desk	Idea Report	WMB — Williams Companies	8.5	published	open →
2026-07-03 04:03	Research Desk	Idea Report	WMB — Williams Companies	8.5	published	open →
2026-07-03 03:58	Client 100000001	Client Review	Client Review — Client 100000001	8.5	published	open →
2026-07-03 03:53	Client 100000001	Client Review	Client Review — Client 100000001	—	published	open →
2026-07-03 03:44	Client 100000001	Rebalance	Rebalance Worksheet — Client 100000001	—	published	open →
2026-07-03 03:42	Client 100000001	Rebalance	Rebalance Worksheet — Client 100000001	—	published	open →
2026-07-03 03:42	Client 100000001	Rebalance	Rebalance Worksheet — Client 100000001	—	published	open →

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