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, enter the company ticker on the Home page (or from the All Equity Research or Portfolio pages) and let Charli do the work.
To view a completed Equity Research project, navigate to the Equity Research or Portfolio page and click on the relevant company to review the AI Questions & Answers, 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 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 View AI-Generated Report
- Click Actions in the top right corner of the side panel
- Select Generate New Report
- Select the Report Template and Click Send
You review the report by clicking on the report or downloading the report from the Action button.