New Automated Analyst Package Designed for Investment Professionals

The Professional version of the Automated Analyst is geared towards Investment Professionals and Investor Relations starting at only $99 per user/monthly which allows you to benefit from real-time news, internet information as well as EDGAR and fundamentals on market equities.

The Charli 4.4 release includes a wealth of new features

for Professionals and Business users alike.

Improved Self-Service Onboarding

Better user guidance and access to Magnificent 7 Research Reports ($2000 Value) Limited Time.

Additional News and Market Data

Broader market data and additional news insights.

The Beauty of Quick Insights Provided by Equity Summary Reports

Summary reports are now generated automatically by Charli and give a straightforward glance at the latest insights. Business and Premium users get access to Summary and Detail reports that can support investment strategies.

Portfolio Analysis Just Got Easier with Advanced Settings

Business and Premium users now get access to advanced portfolio settings that helps set up custom Q&A that can guide AI analysis of your portfolio. Eliminate prompt fatigue right out of the gate!!

AI Suggested Questions to Simplify Usability

Quick access to AI hot links for actions such as further analysis or getting the market sentiment version of an answer.

These features continue to showcase the power of Charli AI in analyzing equities and allowing our customers to dig deeper for insights that generate returns.

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Charli AI

Charli is the creator of Multidimensional AI™. We offer innovative AI applications that are secure, regulatory compliant and scalable for Financial Services.

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