When a new equity research project is created, Charli curates and synthesizes content from FactSet, SEC Filings, internet news articles, and targeted internet searches . As Charli gathers this information, the AI reads and analyzes the content and identifies keywords associated with the individual resources.
The AI-extracted keywords allow users to filter the Source Content, and more importantly, these AI-extracted keywords surface insights into the Company to prompt further analysis.
Navigate to the AI Keywords by following the steps below:
- Click View AI Keywords and Notes
- View the AI-Extracted Keywords in the List View
- Toggle Show Tag Cloud to view the Keyword Cloud