When a new equity research project is created, Charli curates and synthesizes content from regulatory filings, trusted data sources, 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