Professional Plan
- The Automated Analyst is now available on a Professional Plan subscription. The Professional Plan enables users to benefit from real-time news, internet information as well as EDGAR and fundamentals on market equities.
Advanced Portfolio Settings
- Portfolio Questions in Advanced Portfolio Settings allows users to create a custom set of Q&A to guide the AI Analysis of a portfolio. Portfolio questions will also be included on any Projects that have been rerun within a portfolio.
Equity Reports
- Executive Summary Reports are now automatically generated to give a straightforward glance at the latest insights of an Equity. Executive Summary Reports are available to users on all subscriptions. Business and Premium users get access to both the Executive Summary Reports and the Comprehensive Equity Report.
Magnificent 7
- A Magnificent 7 portfolio is now included in every new Charli AI account that is created. Users can kick off AI Analysis on each company listed in the Magnificent 7 Portfolio by the click of a button. Running an AI Analysis on the equities in the Magnificent 7 portfolio will not count toward the remaining number of equities available for a user to analyze.