Charli AI
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About
Charli is an AI operations platform built for financial services. It offers innovative AI applications that are secure, regulatory compliant, and scalable. The platform helps organizations reduce content chaos and manual effort, allowing workforces to focus on expertise rather than data digging. Charli provides public and private market intelligence, automated insights, and analysis of financial fundamentals. It features Pi Quadrant Index ratings, buy-sell indicators, and fair market value analysis. The platform generates summary and detailed equity research reports in PDF format, supports financial news augmentation, sentiment analysis, and customizable report outputs.
Platform
Keywords
Features
• automated insights
• buy-sell indicators and visualization charts
• detailed pdf equity research reports
• summary pdf equity research reports
• fair market value analysis on a per stock basis
• pi quadrant index ratings for market sentiment and financial fundamentals
• financial fundamentals analysis
• public and private market intelligence
Pricing Plans
Starter
Free Plan• Private Company Analysis
• Access to trusted FactSet Data
• Access to Nasdaq Real Time Data
• Automatically collect and analyze information from SEC, EDGAR & SEDAR
• Number of Concurrent Equity Research Reports Analysis: 2
• Number of individual Equity Research Reports per Month: $20/Additional Equity
Professional
USD150.00 / mo• Private Company Analysis
• Add On: $195 Per Report
• Access to trusted FactSet Data
• Access to Nasdaq Real Time Data
• Automatically collect and analyze information from SEC, EDGAR & SEDAR
• Number of Concurrent Equity Research Reports Analysis: 18 (approx. $9.40 per equity)
• Number of individual Equity Research Reports per Month
• $15/Additional Equity
Business
USD595.00 / mo• Private Company Analysis
• Add On: $160 Per Report
• Access to trusted FactSet Data
• Access to Nasdaq Real Time Data
• Automatically collect and analyze information from SEC, EDGAR & SEDAR
• Number of Concurrent Equity Research Reports Analysis: 80 (approx. $7.50 per equity)
• Number of individual Equity Research Reports per Month
• $10/Additional Equity
Premium
USD1495.00 / mo• Private Company Analysis
• Add On: $160 Per Report
• Access to trusted FactSet Data
• Access to Nasdaq Real Time Data
• Automatically collect and analyze information from SEC, EDGAR & SEDAR
• Number of Concurrent Equity Research Reports Analysis: 230 (approx. $6.50 per equity)
• Number of individual Equity Research Reports per Month
• $8/Additional Equity
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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