How To Use Your Chartledge Portfolio
Chartledge is your all-in-one platform for tracking investments and unlocking exclusive digital content through NFTs. Manage stocks, crypto, and NFT unlockables—all with institutional-grade security and privacy.
🤖 Meet Finlee AI — Your Automation Engine
Finlee AI is Chartledge’s built-in analyst. It understands natural-language questions (“AAPL 1 week?”, “DOGE in 1 sec”), fetches your latest data, runs quantitative projections, and explains what changed — all while keeping your keys encrypted.
Understand
- Recognizes stocks, crypto, and indices
- Knows your saved tickers & BPIs
- Routes “help/news/ticker/portfolio” intents
Analyze & Project
- News-aware GBM projections with safety caps
- 1-second to 1000-year horizons
- Buy/Sell/Hold using a pro rule set
Automate
- Excel exports for taxes & analysis
- Ticker Access of Stock and Crypto Data
Under the hood: how it works (simplified)
- Intent detect — help docs, news, portfolio, or a market symbol.
- Data fetch — uses your saved BPIs, yfinance, and (optionally) your encrypted Finnhub key.
- Quant model — estimates drift/volatility, applies a GBM mixture with default risk and horizon caps.
- News tilt — recent headlines adjust drift/vol/shock for short-term realism.
- Explain — returns a plain-English summary, optional chart, and a Buy/Sell/Hold view.
- Integrity — BPI batches can be anchored for timestamped proof.
- Privacy — your API key stays encrypted and under your control.
🔐 Step 1: Add Your Finnhub API Key
- Sign up at finnhub.io and get your API key
- Go to your Chartledge Portfolio and paste your key
- Click Save—your key is securely encrypted and only used for your account
Delete or update your key at any time. It’s your data, your choice.
📥 Step 2: Add Investments
- Click Add Investment
- Enter your stock or crypto ticker and amount
Track 65,000+ global assets including stocks and digital currencies, all in one place.
🔄 Step 3: Monitor
- See your total portfolio value and asset performance in real time
- Review gains/losses, P/E, PEG, yield, and more—across stocks and crypto
📤 Step 4: Export & Analyze
- Click Export to Excel in your Portfolio
Get a complete spreadsheet of your holdings for tax prep, personal analysis, or sharing.
🦊 Step 5: Unlock Content with NFTs
- Connect your wallet (MetaMask or any Ethereum wallet) to prove NFT ownership.
- Publish unlockables: Add eBooks, videos, or podcasts as NFTs on OpenSea—each unlockable is tied to a unique NFT you own.
- Get instant access: Holders of your NFT can unlock premium content directly on Chartledge—no subscription required, just real ownership.
- Sell or share access: List your NFT on OpenSea. Buyers use their wallet to unlock your content on Chartledge.
- Private & secure: Chartledge never takes custody of your NFTs—ownership and access remain on the blockchain.
Collectors: Connect your wallet to unlock access to your NFT’s exclusive content.
✅ What You Get with Chartledge
- 📡 Unified view: track stocks, crypto, and NFTs together
- 📊 Actionable insights: EPS, ROI, PEG ratio, and more
- 📁 Export to Excel: one-click reporting for all holdings
- 🧮 True ownership: your keys, your data, your unlockables
Questions? Contact us—we’re here to help.
🔒 You Stay in Control
Your data and API key are always encrypted and never sold or shared. Delete your account or key anytime. Chartledge is your private, professional investment toolkit—no strings attached.
NFT unlockables are 100% blockchain-based for maximum privacy and creator freedom.
