Portfolio Management
- Portfolio Management provides users with the flexibility to organize their equities by industry, theme, or other criteria. Equities can now be organized in a structured folder system making it easier to manage and locate Due Diligence projects.
AI Attributions Page Referencing
- Page Referencing allows users to trace the origins of the information the AI has provided in an answer. Users can click on an AI Attribution to navigate directly to the original document with the specific data or information used in the answer highlighted. This is particularly useful for cross-referencing data in large documents such as 10-Ks filings which can span hundreds of pages.
Performance Enhancements
- Processing time for Due Diligence projects has decreased significantly, going from 30-60 minutes to 15-20 minutes.
Supported Exchanges
- Toronto Stock Exchange is now supported by Charli AI. Users can now receive automated analysis for tickers on NYSE, NASDAQ, and TSX.