How To Use Your Chartledge Portfolio

Chartledge is your all-in-one platform for tracking investments and unlocking exclusive digital content. Manage stocks and crypto—all with institutional-grade security and privacy.

Financial Data Management · Automation Access
📈 BPI snapshots & projections 📤 Excel exports 🤖 Finlee AI analysis
🚀 Free Trial Limited automation

🤖 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)
The way Finlee AI answers your questions:
  1. Intent detect — help docs, news, portfolio, or a market symbol.
  2. Data fetch — uses your saved BPIs, yfinance, and (optionally) your encrypted Finnhub key.
  3. Quant model — estimates drift/volatility, applies a GBM mixture with default risk and horizon caps.
  4. News tilt — recent headlines adjust drift/vol/shock for short-term realism.
  5. Explain — returns a plain-English summary, optional chart, and a Buy/Sell/Hold view.
  6. Integrity — BPI batches can be anchored for timestamped proof.
  7. Privacy — your API key stays encrypted and under your control.

🌟 Chartledge Standard & Premium

Upgrade for advanced analytics, export features, and more automation.

🔐 Step 1: Add Your Finnhub API Key

  1. Sign up at finnhub.io and get your API key
  2. Go to your Chartledge Portfolio and paste your key
  3. 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

  1. Click Add Investment
  2. 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

  1. Click Export to Excel in your Portfolio

Get a complete spreadsheet of your holdings for tax prep, personal analysis, or sharing.

✅ What You Get with Chartledge

  • 📡 Unified view: track stocks and crypto together
  • 📊 Actionable insights: EPS, ROI, PEG ratio, and more
  • 📁 Export to Excel: one-click reporting for all holdings
  • 🧮 Full control: your keys, your data, your portfolio

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.

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