Katelyn Nelson

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  • Who is Charli AI?

      Charli AI is the developer behind the game-changing AI Operations Platform build for Financial Services. As creators of Multidimensional AI™, Charli AI offers innovative AI applications that are ...

  • An Introduction to Equity Research on Demand

    With Charli, you can effortlessly generate detailed financial research reports, delivering rapid insights and analysis at a fraction of the time and cost. Charli provides financial analysts with a ...

  • I forgot my password, how do I retrieve it?

    If you forgot your password, initiate a password reset by clicking Forgotten password on the login page. You will then be prompted to send a password reset link to the email address associated with...

  • Why are my sentiment-focused and analytical-focused answers contradicting each other?

    When asking Charli a question, users can choose that Charli provide a sentiment focused answer or an analytical focused answer. Analytical answers focus on fundamental data, regulatory filings and ...

  • How do I report an issue?

    To report an issue, please submit a ticket using our online form. This link is also available by clicking Help from the side menu (bottom left) and clicking Open a support request. Our team is also...

  • Feature Highlight: Fact-based Interactive AI (Q&A)

    Experience the power and capability of an interactive questions & answer that is concentrated on your portfolio company. Charli AI is designed to be fact-based and retains its 'laser' focus to ensu...

  • 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...

  • How do I provide feedback?

    We would love to hear about new ideas and areas for improvement! If you have an idea for a new feature, or improvement, you can share your feedback by clicking Help in the side panel (bottom left)....

  • What is Multidimensional AI?

    Traditional AI excelled in specific tasks with machine learning models, statistical analysis, rules processing and other techniques for recommendations/predictions. Generative AI marked a leap, cre...

  • Feature Highlight: Source Content

    As Charli creates a new equity research project, the AI curates and synthesizes information from sources such as regulatory filings (SEC, SEDAR), trusted data sources, internet news articles, and t...