Charli AI, the Automated Analyst for Wall Street, provides financial analysts with a platform to analyze a company on the S&P 500. By curating and synthesizing disperse information, Charli AI takes the task of analyzing a company and creating a Due Diligence report from 80 hours to 16. Financial analysts now have a platform that gathers and analyzes financial data from FactSet, SEC Filings, and relevant news articles from the internet, leaving analysts with time to focus on discovering insights and making decisions.
To kick off a Due Diligence project, enter the company ticker on either the Home page or the Due Diligence page (both accessible from the side navigation) and let Charli do the work.
To view a completed Due Diligence project, navigate to the Due Diligence page and click on the relevant company to review the AI Questions & Answers, FactSet Fundamentals, curated Source Content and Highlights.
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 Financial Analysis 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 View AI-Generated Report
- Click Actions in the top right corner of the side panel
- Select Generate New Report
- Select the Due Diligence Report Template and Click Send
You review the report by clicking on the report or downloading the report from the Action button.