Chartledge, your trusted portfolio tracker, is rolling out an enhanced automation engine designed to make your investment tracking more effortless and reliable than ever before.
What’s new?
Every feature you see on Chartledge.com—from tracking your stocks and crypto to downloading Excel summaries—just got smarter under the hood. Chartledge now automatically records snapshots of your portfolio’s key numbers, so you can see how your investments perform over time, with less manual effort and more peace of mind.
Key Benefits for Chartledge Members:
1. Your Portfolio, Always Up to Date
No more missing data or out-of-date charts. The system regularly saves the latest prices and performance metrics for every stock and crypto in your portfolio—even if you forget to check in every day. You’ll always have a complete, time-stamped record of your gains, losses, and key investment stats.
2. Effortless Export & Reporting
Want a spreadsheet with all your gains and investment stats for taxes, your advisor, or just your own records? It’s now easier than ever. Chartledge gathers your historical performance and organizes it in easy-to-download reports, with separate tabs for stocks, crypto, and a total summary.
3. Personalized and Secure
All these features work just for your account, and only for active subscribers—keeping your data private, secure, and tailored to you. You can safely update your investments, reset your password, and even manage your subscription or account—all from one dashboard.
4. Fast Issue Resolution & Support
With the improved automation, if there’s ever an error or missing info (for example, if a market data source is slow), Chartledge can catch the problem quickly and notify you, making it easier to trust the numbers you see.
5. Subscription Management Made Simple
Chartledge’s improved system also makes handling your subscription smooth. You can start, stop, or restart your premium access in just a few clicks, with confirmation emails sent automatically, so you’re always in control.