Chartledge

Aptifirm LLC

About this app

The Chartledge Portfolio dashboard on Chartledge empowers users to take full control of their investments in one place. Designed for simplicity and clarity, this page allows users to securely save their Finnhub API key, search and add stock or crypto tickers, and track their investment performance in real-time.

Users can enter how much they've invested in each asset and instantly see detailed insights like current value, profit or loss, and daily market changes. For each stock, additional metrics like market cap, dividend yield, P/E ratio, and 52-week highs and lows are also available. Crypto investors can view live price changes and value growth just as easily.

The portfolio summary offers a clear breakdown of total invested amount, current portfolio value, and overall gain or loss—making it simple to stay informed at a glance. For added convenience, users can also export their portfolio to Excel for further analysis or record-keeping.

Whether you're an active trader or just getting started, this page makes it easy to track, manage, and understand your investments—all within a responsive, mobile-friendly interface.