Katelyn Nelson

  • Total activity 44
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 18

Activity overview

Latest activity by Katelyn Nelson
  • Katelyn Nelson created an article,

    What's New in October 2024?

    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 E...

  • Katelyn Nelson created an article,

    Can I add or remove questions from an Equity Report?

    Yes, Charli allows users to add or remove a questions to a Due Diligence project to update the analysis that appears on your report. To remove a question from your report, simply click on the blue...

  • Katelyn Nelson created an article,

    What's New in August 2024?

    Equity Reports AI Generated Equity Reports have been revamped to include additional financial information such as stock charts and the analysis is now presented in an easily digestible format.  ...

  • Katelyn Nelson created an article,

    What's New in July 2024?

    Equity Reports Equity Reports can now be generated in either a PDF or DOCX format allowing users the flexibility to generate a report in their preferred format.  Source Content Form 10-Q’s are ...

  • Katelyn Nelson created an article,

    What's New in June 2024?

    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...

  • Katelyn Nelson created an article,

    What's New in May 2024?

    AI Generated Reports Users no longer need to select a Report Template when generating a new Due Diligence report. Once users click Generate New Report, Charli will begin generating the new report ...

  • Katelyn Nelson created an article,

    Is Charli a black box?

    No, Charli is not a black box. Charli is completely auditable and traceable. In highly regulated industries such as the financial services industry it is important that you see what the AI is doing...

  • Katelyn Nelson created an article,

    What is the difference between Autopilot and Copilot?

    Why Copilot when you can Autopilot?! With Charli you can automate your Due Diligence analysis on a company. All you need to do is enter a ticker and in a matter of minutes, not days, your Due Dilig...

  • Katelyn Nelson created an article,

    What does the blue shield represent? Hint: Answers are Verified by AI

    Charli has extensive AI technology that is designed to protect your data, protect your questions and provide you with trusted answers that is traced to its sources. Charli understands that it is cr...

  • Katelyn Nelson created an article,

    Do I need to be exact in the way I ask Charli a question?

    Users can ask Charli questions without including a lot of context and Charli will answer questions accurately - a feature we refer to as 'paraphrasing'. Instead of asking “What was the revenue of T...