Public and Private Market Intelligence

Identify the most promising investments and stay ahead of market shifts and competitive landscape evolution. Rely on Charli’s automated insights and latest financial fundamentals to know when to sell or rebalance your portfolio.

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Equity Research on Demand, Automated Financial Research, Charli AIEquity Research on Demand, Automated Financial Research, Charli AIGartner Cool Vendor 2024AI Partnership ProgramIntellyx Digital Innovator 2024

Stock Market Analysis and Investment Guidance On Autopilot.

Private and Public Market Intelligence

Charli is Coming to a City Near You!

This quarter, we're hitting the road for our Charli On the Go Tour! From Dallas to Miami, we’re bringing the future of investment and portfolio intelligence to the biggest Wealth Tech conferences.

Come chat with us and learn how Charli can accelerate and automate your Wealth Tech strategy today!
Trusted, Reliable & Secure Data
Factset StockNasdaq StocksTSX StocksSedar StocksSEC Edgar Stocks

Let Charli Help you Monitor your Investments and Notify you When Market Changes Affect your Portfolio

Pi Quadrant Index ratings for Market Sentiment and Financial Fundamentals
Buy-Sell indicators and visualization charts
Fair Market Value Analysis on a per stock basis
Equity Research, Automated Financial Research, Private and Public Market Intelligence
Equity Research, Automated Financial Research, Private and Public Market Intelligence

01

Capture the power of AI to leverage the data within Nasdaq, SEC EDGAR and other important data sources

Equity Research, Automated Financial Research, Private and Public Market Intelligence

02

Eliminate hours of tedious work gathering data, copying and pasting data, and generating basic reports

Equity Research, Automated Financial Research, Private and Public Market Intelligence

03

Interact with the data like never before and ask questions of the AI to perform deep analysis

Empowering Finance with Innovation

Partnering with industry leaders and empowering you to make data-driven decisions to maintain your competitive edge.
Gartner, Equity Research, Automated Financial ResearchNasdaq EquityAi Partnerships Corporation, Equity Research, Automated Financial ResearchDeloitte, Equity Research
TSX EquitySedar EquitySEC Edgar Equitynvidia equity, equity research

Charli Recognized as a Cool Vendor for Artificial Intelligence in Banking and Investment Services

We are proud to announce that Charli has been named a Cool Vendor in the November 2024 Gartner® Cool Vendors™ for Artificial Intelligence in Banking and Investment Services report!
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Gartner Cool Vendor 2024