Meelion

Meelion is an investment comparison tool designed for investors and financial planners to evaluate fixed income options. It offers projections of future returns for various financial products like CDBs, CRAs, and debentures, helping users identify the most profitable investments by calculating net yields after taxes and fees.

Key Features

• Automatic comparison of thousands of fixed income investments using current rates and future scenarios for accurate projections.
• Displays net profitability by accounting for income tax and embedded fees, showing what remains after deductions.
• Provides daily rankings of top-performing fixed income options with detailed breakdowns by investment type, issuer, and maturity.
• Covers a wide range of products including CDB, CRA, CRI, LCA, debentures, and more, supporting diversified investment strategies.
• Enables users to quickly find investments that outperform CDI benchmarks by meaningful margins based on personalized conditions.

Use Cases

• Individual investors seeking to maximize returns from fixed income with transparent, data-driven comparisons.
• Financial advisors who want to recommend optimized fixed income portfolios with clear insights on yields and risks.
• Portfolio managers looking to assess and benchmark fixed income asset performance against market rates and tax treatments.

Frequently Asked Questions

What is Meelion?

Meelion is a fixed income investment comparison platform that calculates projected net returns of various financial products, helping investors choose the most profitable options efficiently.

How does Meelion calculate investment profitability?

It uses current market rates and forecasts future scenarios to estimate gross and net returns, factoring in taxes like income tax and applicable fees to provide realistic net yield projections.

What types of investments can Meelion compare?

Meelion compares multiple fixed income products such as CDBs, CRAs, CRIs, LCAs, and debentures, covering different issuers and maturity dates to offer diverse options.

What are some limitations of Meelion?

Projections depend on market rate assumptions and may not capture sudden economic changes or issuer-specific risks. It also focuses mainly on fixed income and doesn’t address equities or other asset classes.

How often are the investment rankings updated?

The platform updates rankings daily to reflect the most recent changes in rates and market conditions, ensuring users access timely information for decision-making.