Merrill Edge is Bank of America's online brokerage, offering commission-free trades, research, and seamless integration with Bank of America banking. Popular for its Preferred Rewards program.
Gallio helps long-term investors stay on track. Add your holdings, set profit or value goals, and document your investment thesis. Gallio monitors the markets daily and alerts you when your goals are reached.
No API connections, no data sharing. Just a few calm entries.
Merrill Edge manages your brokerage. Gallio manages your investment goals. Add your core holdings, set meaningful targets, and let Gallio notify you when milestones are reached.
From your Merrill Edge portfolio, note your positions and cost basis. Add them to Gallio, set your profit targets or value goals, and let Gallio monitor the markets daily.
Because Gallio uses manual entry instead of broker connections, your financial data is never shared with third parties. No API keys, no OAuth tokens, no intermediaries. You stay in full control of what you share and what you don't. It also means our approach works with every broker.
Try Gallio for free