Overview of the Chartledge Portfolio Platform

The Chartledge Portfolio dashboard helps you take charge of your investments—whether you’re just getting started or already experienced. With an easy-to-use interface on both desktop and mobile, you can track stocks and cryptocurrencies all in one place.

Add the investments you care about, enter how much you’ve put in, and instantly see how they’re performing. You’ll get a clear view of your total gains, current value, and daily changes—so you always know where you stand.

For those interested in deeper insights, Chartledge shows helpful financial details like how well a company is growing, how much it pays in dividends, and how its stock compares to past highs and lows. Crypto holders can track their coins just as easily.

You can adjust your investments anytime, remove old ones, and even download your full portfolio as a spreadsheet to keep for your records. Chartledge also keeps a history of your performance over time, so you can see how your strategy is working.

Designed for clarity, control, and confidence, Chartledge gives you everything you need to grow and manage your portfolio—securely and all in one place.

Clarity. Confidence. Chartledge.

🔒 At Chartledge, we believe managing your investments should also mean safeguarding your data. That's why any API keys you provide are encrypted before storage and securely decrypted only when needed — keeping you fully in control of your information at every step.

– Aptifirm LLC