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Yes. Merlin has been designed to help anyone, no matter their level of experience, become a confident investor by mastering investment planning, managing risks, and analyzing performance—key steps in building long-term wealth. Trading platforms focus on buying and selling assets, but that alone isn’t enough to succeed. That’s why we created Merlin as a set of intuitive, easy-to-use tools that complement trading platforms and help everyone invest like the experts.
Merlin supports different ways for you to learn about investing on your own terms and discover investment ideas tailored to your interests. In the Inspiration and Market sections, you can monitor the latest trends and access content from various sources, so you can stay informed and focus on what matters most to you. You can also explore our blog, subscribe to our newsletter, or dive right in by building, simulating, and analyzing different portfolios to build confidence along the way.
Merlin is a free tool with basic features available at no cost to help you get started. As you build confidence in your investments and your goals evolve, you can easily upgrade to a paid subscription to enhance your journey. We offer a variety of packages designed to match different levels of experience and requirements. This flexibility lets you access more content and advanced tools whenever you’re ready, ensuring Merlin adapts to your growing skills and needs.
Yes, you can switch between plans at any time. If you upgrade to explore new features and later decide you don’t need them, you can easily downgrade. The change will take effect on your next renewal date, and until then, you’ll retain access to the features of your current plan. You can switch again whenever needed—our goal is to give you the flexibility to use what works best for you, helping you grow your skills and gain confidence at your own pace.
No, Merlin is not a trading platform, so you cannot use it to buy and sell assets. Our solutions were envisioned as the perfect companion for your trading platform, designed to handle all the other aspects of conscious investing. You can use them to find inspiration for your investments, build and test multiple portfolios, analyze risks, and track performance. Merlin is meant to equip you with all the tools you need to plan and manage investments in the right way, helping you build wealth that lasts.
Yes, you can securely connect your trading platform and crypto wallet to Merlin to import your holdings automatically. Simply select your financial institution and log in as usual, then we’ll retrieve and import your holdings so that you can use Merlin to analyze risks and track the performance of your investments. We leverage state-of-the-art technology and trusted partners to ensure the process is frictionless and your data is handled with the highest level of security.
Yes, we designed the platform so that you can customize your workspace for a personalized journey. Merlin offers three widget libraries across different sections: Inspiration, Tracking, and Compare. You can access each library and choose the widgets you want to add to your workspace. But that’s not all—you can also reposition and resize each widget to create your ideal matrix setup and ensure your data is organized for the best possible experience.
Yes. We designed the Align function as an easy-to-use, intuitive tool that helps you understand the trades needed to rebalance your portfolio. Simply select the portfolio you’ve created or imported as your starting point, then choose the one you want to move to. Our powerful calculation engine will analyze both and determine which assets and quantities need to be bought or sold to make the shift. It will then return a complete and actionable list of trades for you to execute confidently.
Yes. Merlin has been designed to help anyone, no matter their level of experience, become a confident investor by mastering investment planning, managing risks, and analyzing performance—key steps in building long-term wealth. Trading platforms focus on buying and selling assets, but that alone isn’t enough to succeed. That’s why we created Merlin as a set of intuitive, easy-to-use tools that complement trading platforms and help everyone invest like the experts.
Merlin supports different ways for you to learn about investing on your own terms and discover investment ideas tailored to your interests. In the Inspiration and Market sections, you can monitor the latest trends and access content from various sources, so you can stay informed and focus on what matters most to you. You can also explore our blog, subscribe to our newsletter, or dive right in by building, simulating, and analyzing different portfolios to build confidence along the way.
Merlin is a free tool with basic features available at no cost to help you get started. As you build confidence in your investments and your goals evolve, you can easily upgrade to a paid subscription to enhance your journey. We offer a variety of packages designed to match different levels of experience and requirements. This flexibility lets you access more content and advanced tools whenever you’re ready, ensuring Merlin adapts to your growing skills and needs.
Yes, you can switch between plans at any time. If you upgrade to explore new features and later decide you don’t need them, you can easily downgrade. The change will take effect on your next renewal date, and until then, you’ll retain access to the features of your current plan. You can switch again whenever needed—our goal is to give you the flexibility to use what works best for you, helping you grow your skills and gain confidence at your own pace.
No, Merlin is not a trading platform, so you cannot use it to buy and sell assets. Our solutions were envisioned as the perfect companion for your trading platform, designed to handle all the other aspects of conscious investing. You can use them to find inspiration for your investments, build and test multiple portfolios, analyze risks, and track performance. Merlin is meant to equip you with all the tools you need to plan and manage investments in the right way, helping you build wealth that lasts.
Yes, you can securely connect your trading platform and crypto wallet to Merlin to import your holdings automatically. Simply select your financial institution and log in as usual, then we’ll retrieve and import your holdings so that you can use Merlin to analyze risks and track the performance of your investments. We leverage state-of-the-art technology and trusted partners to ensure the process is frictionless and your data is handled with the highest level of security.
Yes, we designed the platform so that you can customize your workspace for a personalized journey. Merlin offers three widget libraries across different sections: Inspiration, Tracking, and Compare. You can access each library and choose the widgets you want to add to your workspace. But that’s not all—you can also reposition and resize each widget to create your ideal matrix setup and ensure your data is organized for the best possible experience.
Yes. We designed the Align function as an easy-to-use, intuitive tool that helps you understand the trades needed to rebalance your portfolio. Simply select the portfolio you’ve created or imported as your starting point, then choose the one you want to move to. Our powerful calculation engine will analyze both and determine which assets and quantities need to be bought or sold to make the shift. It will then return a complete and actionable list of trades for you to execute confidently.
