Katelyn Nelson
- Total activity 50
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Activity overview
Latest activity by Katelyn Nelson-
Katelyn Nelson created an article,
What's New in February 2025?
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 n...
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Katelyn Nelson created an article,
What's New in January 2025?
New Security Types Automated Analysis for ETFs and Mutual Funds is now supported by Charli AI! Select a ticker for an ETF or Mutual Fund of your choice and let Charli take it from there. Stock E...
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Katelyn Nelson created an article,
What's New in December 2024?
Rating Barometer The Rating Barometer shows users at a glance where the Sentiment and Analytical rating falls for a company on a scale of 0 to 100. Users can review the reason for Sentiment or Ana...
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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...
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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 an Equity Research project to update the analysis that appears on your report. To remove a question from your report, simply click on the b...
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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. ...
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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 ...
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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...
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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 ...
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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...