Chartledge is excited to announce the launch of a powerful new feature: the Chartledge AI Chatbot!
With this update, users can get instant, intelligent answers about their entire investment portfolio—powered by the latest in AI and their own up-to-date KPI data.
What is the Chartledge AI Chatbot?
The Chartledge AI Chatbot is an interactive, conversational assistant built directly into your dashboard. Ask questions in any language, like:
“What are my best-performing stocks this month?”
“Which crypto assets have gained the most in my portfolio?”
“Summarize my investment gains and losses for the last quarter.”
“Show my stocks with a P/E ratio under 20.”
…and the chatbot will instantly analyze your actual, personalized KPI data to deliver a detailed answer, using context from your portfolio KPIs for stocks, crypto, and investment summaries.
How Does It Work?
Secure AI Integration
Each user adds their own OpenAI API key securely in their profile, ensuring privacy and control.
Real Portfolio Insights
When you ask a question, Chartledge builds a snapshot summary from your most recent KPIs (up to 100 per category) so the AI’s response is based on your real numbers, not generic advice.
Instant, Natural Conversation
The AI responds in friendly, plain language—making portfolio analysis easy for all experience levels.
Why You Should Use the AI Chatbot?
No more searching through spreadsheets: Just ask your portfolio!
Personalized: Answers reflect your holdings, your performance, your metrics.
Smart analysis: The AI uses real KPI data—like gain/loss, price, P/E, and more—to help you understand and optimize your investments.
How to Get Started
Head to your Chartledge profile page.
Add your OpenAI API key (instructions provided in-app).
Meet the Chartledge AI Chatbot
Take control of your investing journey with Chartledge AI. Our new chatbot feature lets you ask questions about your stocks, crypto, and portfolio performance, all in any language.
No jargon, no digging through menus—just type your question and get instant, clear answers.
Use the neon green or blue 💬 button on your dashboard to start a conversation.
Whether you want a quick summary, insights on a specific asset, or a breakdown of your gains, Chartledge AI is here to help—24/7.
The Chatbot is live now.