As Charli creates a new Due Diligence project, the AI curates and synthesizes information from sources such as FactSet, SEC Filings, internet news articles, and targeted internet searches . The full list of Charli-curated information is shown on the Source Content tab in the project and financial analysts can choose to explore these documents in further detail.
Individual resources are listed in the Source Content tab and can be selected to view the complete document. Charli outlines where the source content comes from in the Source column along with the Category of the content.
Click on the name of the document and a side panel will be displayed where you can click on the Link to view the complete document/article in a new tab, or read the AI Generated Summary for a concise overview of the document/article.