AssetLens FAQs

Question 1

Is my financial data and API credentials safe with AssetLens?

Accepted Answer

Yes, AssetLens prioritizes security. Your Binance and Zerodha API credentials are securely encrypted at rest within a PostgreSQL database, and all your portfolio data is strictly scoped per user, ensuring privacy and protection.

Question 2

How does the AI assistant enhance my investment analysis?

Accepted Answer

The AI chat assistant, powered by LangChain with models like ChatGPT or Gemini, offers instant portfolio summaries and allows you to ask specific questions about your investments, holdings, and overall financial position, all within a conversational interface.

Question 3

Which investment platforms can I connect to AssetLens?

Accepted Answer

Currently, AssetLens supports secure integration with Binance for your cryptocurrency holdings and Zerodha for your equity holdings, mutual funds, and Systematic Investment Plans (SIPs).

Question 4

What is AssetLens and what does it do?

Accepted Answer

AssetLens is a multi-service portfolio platform designed to consolidate and analyze your investments across Binance (crypto) and Zerodha (stocks, mutual funds, SIPs). It provides a unified dashboard and an AI-powered assistant for summaries and queries.

Question 5

What kind of visualizations and insights does AssetLens provide?

Accepted Answer

AssetLens offers interactive portfolio allocation visualizations at both the exchange and asset level, allowing you to clearly see how your investments are diversified. The unified dashboard provides a comprehensive overview of all your holdings.

AssetLens

AssetLens

Key Features

Use Cases

Key Features

Use Cases