With Charli, you can effortlessly generate detailed financial research reports, delivering rapid insights and analysis at a fraction of the time and cost.
Charli provides financial analysts with a platform to analyze a company on the Nasdaq, NYSE, TSX and International exchanges. By curating and synthesizing disperse information, Charli takes the task of analyzing a company and creating an Equity Research report from hours to minutes. Financial analysts now have a platform that gathers and analyzes financial data from regulatory filings, trusted data sources and relevant news articles from the internet, leaving analysts with time to focus on discovering insights and making decisions.
To kick off an Equity Research project, search for the company in the Smart Deal Finder and let Charli do the work.
To view a completed Equity Research project, navigate to the Research or Portfolio page and click on the relevant company to review the Analysis.
Ask Charli questions to gather further insight into the company. You can ask Charli to provide an analytical or sentiment-focused answer and gain relevant insights to help you make decisions.
Generate a Summary or Comprehensive report containing key company insights including financial data by clicking on the View AI Generated Report icon. As you ask questions and add content, you can generate new reports:
- In the Project, Click Send Report
- Select Summary Report
- Click Send Report
You review the report by clicking on the View AI Generated Reports icon and download the most recent report.