Katelyn Nelson
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Recent activity by Katelyn Nelson-
What is the difference between Autopilot and Copilot?
Why Copilot when you can Autopilot?! With Charli you can automate your equity research. All you need to do is enter a ticker and in a matter of minutes, not days, your Equity Research Report will b...
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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 ...
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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 ...
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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...
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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 ...
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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...
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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...
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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...
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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)....
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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...