Launch App

Watch the demo: https://youtu.be/ADkYCTwRjsc

Launching ClearLedger

After installation, ClearLedger appears as a Windows desktop application with its own launcher. You never open Excel manually — ClearLedger initializes and manages the entire environment for you.

To launch ClearLedger:

1. Double‑click ClearLedger Analytics on your desktop

2. ClearLedger initializes its runtime environment

3. Excel opens automatically

4. The ClearLedger ribbon loads at the top of Excel

5. The Portfolio Selector window appears immediately

ClearLedger controls Excel end‑to‑end. Users never interact with raw spreadsheets or templates — the application loads its interface, tenants, and configuration automatically.

Select a Model Portfolio (Recommended Starting Point)

When ClearLedger launches, the Portfolio Selector displays all available portfolios, including several preloaded model portfolios. These allow new users to begin working immediately without creating anything from scratch.

You can:

• Open any model portfolio

• Rename it

• Duplicate it

• Copy From Template to create a new portfolio based on a model

• Set Session to begin working

ClearLedger automatically manages all tenant folders, configuration files, logs, scoring outputs, ML signals, and optimization results. No manual folder work is ever required.