Packed with Powerful Features, Yet Easy to Use

Each feature of Charli is built with you in mind, making complex tasks simpler.
Automation Tools
Automate repetitive tasks and focus on what matters most.

Charli takes the repetitive, time-consuming tasks off your plate, such as data entry and report generation, so you can focus on strategic decision-making.

Security
Proprietary and private. No third party hosted AI models used.

Purpose built for the financial services industry to ensure your data and interactions are secure and private, and can be fully audited.

Certified AI
Developed with accuracy and reliability in mind.

Built on a certified framework guarantees every insight is backed by a rigorously tested AI, giving you peace of mind in your strategic decisions.

Customizable Dashboard for Real-Time Monitoring of Your Portfolio

See everything that matters in one place. Tailor it to fit your research needs and track industries, companies, and themes effortlessly, ensuring you’re always equipped with the latest information.

Equity Research, Portfolio Monitoring
Equity Research, Portfolio Monitoring

Interactive AI Question & Answer

Interact with Charli to ask specific questions about a report, get more clarity analysis that helps you make strategic decisions.

Dual-Mode Analysis

Switch seamlessly between Analytic and Market Sentiment reports with Charli analysis to generate broader insights and perspectives.

Equity Research, Portfolio Monitoring
Equity Research, Portfolio Monitoring

Filter your portfolio based on themes to see how these trends impact your investments.

Equities
Research
Market Sector Performance
Mergers &
Acquisitions
Environmental
Due Diligence
Dividend
Analysis
Asset Bundles
& ETFs

Equity Reports in Minutes

Streamline your workflow and focus on meaningful analysis and client interactions. Generate comprehensive equity reports in minutes, now available in both PDF and DOCX formats for your convenience.

Get Your Free Equity Report Now
Equity Research, Portfolio Monitoring