Chartledge, your go-to platform for modern investment analysis, has just made a big leap forward. Our AI assistant is now called Finlee—and with its latest upgrade, it’s smarter, more accurate, and even more helpful than ever before.
What’s New With Finlee, the Chartledge AI?
1. Meet Finlee—Your Friendly Financial Assistant
Finlee isn’t just a new name. It’s a whole new experience. Designed to be approachable, conversational, and trustworthy, Finlee is always ready to help—whether you want to track your portfolio, learn about investing, or get clarity on complex market trends.
2. Broader Knowledge, Friendlier Answers
Finlee can answer nearly any finance question you throw its way—even if you’re asking about complex economic policies, general investing terms, or current market events. Whether you’re a beginner or a seasoned trader, Finlee responds with easy-to-understand, conversational advice.
3. Dynamic KPI Summaries
Ask about a ticker in your portfolio, and Finlee instantly scans your tracked holdings, pulls up the latest Key Performance Indicators (KPIs), and presents a personalized summary—think market cap, P/E ratio, dividend yield, growth stats, and more. No more sifting through spreadsheets or waiting for reports: Finlee does the heavy lifting and delivers insights plainly, in any language.
4. General Finance Q&A
Not sure what “EPS” or “PEG ratio” means? Curious about the impact of tariffs, inflation, or new market trends? Finlee can now explain financial terms, market dynamics, and economic news—even if your question doesn’t mention a specific stock or crypto. Just ask!
5. Always Learning, Always Secure
Thanks to advanced integration with OpenAI’s latest models, Finlee is more accurate and nuanced than ever—while keeping your data private. Your questions and portfolio data are always handled securely, and you’re in control of your API keys.
6. Instant, Voice-Enabled Support
With the new voice reading features, you can now have Finlee read answers out loud, highlight key information, and help you navigate your portfolio even when you’re on the go or multitasking.
Why Does This Matter?
Investors don’t just want numbers—they want answers. With Finlee, you get fast, relevant, and understandable insights whether you’re planning your next investment, researching a financial concept, or simply checking up on your holdings. No jargon, no barriers—just clarity.
Try Finlee on Chartledge Today
Ready to meet Finlee? Log in, click the “Ask Chartledge AI” button, and experience your smarter, friendlier assistant. Whether you’re analyzing a complex portfolio or simply curious about financial news, Finlee is here to help you invest smarter.