Portfolio Sharing
- Portfolios can now be shared through our new Portfolio Sharing capability. Users can easily share a portfolio containing analysis amongst colleagues.
Deep Analysis
- Users can now perform Deep Analysis on a company which allows for a deeper level of analysis than a Fundamental answer would. When conducting deep analysis, Charli will review the question that has been asked and create a plan to answer the question. Charli will then begin collecting the information needed to answer the question, analyze the information and determine if more information is needed to provide an answer. Once the necessary information has been collected, Charli will provide an in depth answer.