Pricing for Your Automated Analyst
An Equity Analyst "In Your Pocket" When you Need It
Scale your investments and wealth business with real time equity analysis for Investment Advisors, Wealth Managers, Financial Analysts and investors.
Get StartedIndividuals & Small Teams
Mid-Sized & Enterprise
Capital Market Intelligence
Pricing
Choose a plan that's right for your company
Private Company Analysis
Portfolio Pi Quadrant Index Analysis
Advanced Portfolio Monitoring Charts
Automatic Portfolio Analysis Rerun with
Custom Schedules
Number of individual equities analyzed per month
On Demand Additional Equities
Data Sources
Automatically collect and analyze information from SEC EDGAR & SEDAR
ETF, Mutual Funds and International Exchanges
Private Company Analysis
Data Feeds and Analysis
(Contact Us for Activation)
(Contact Us for Activation)
Number of Personalized Deep Dive Analysis Q&A
Number of Concurrent Equity Analysis
Data archiving for projects, questions and
outcomes
See more features
Report Types
Automatically generate summary PDF
equity research reports
Automatically generate detailed PDF
equity research reports
Generate editable MS Word equity
research reports
Generate MS PowerPoint presentation
for equity reporting
Generate Excel Spreadsheet with data
columns and text responses
Equity Research Features
Augment research using the latest
Financial News
Analytical vs Sentiment Analysis
Drag-and-drop personal content for equity analysis
Portfolio Themes
Customize report output, format and
templates
Support Cloud Data push for equity
research outcomes
Industry and market AI research with
cross-company comparative analysis
Starter
Free
For everyone. Get started. No credit card required and realize the business benefits immediately.
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
Data Sources
Access to trusted FactSet Data
Access to Nasdaq Real Time Data
Automatically collect and analyze information from SEC, EDGAR & SEDAR
Augment research using web content and internet search
Number of Concurrent Equity Research
Reports Analysis
45
Number of individual Equity Research Reports per Month
2
Number of Easy Project Reruns and re-analysis per project per month
6 Months
Report Types
Automatically generate summary PDF equity research reports
Automatically generate detailed PDF equity research reports
Generate editable MS Word equity research reports
Generate MS PowerPoint presentation for equity reporting
Generate Excel Spreadsheet with data
columns and text responses
Equity Research Features
Augment research using the latest Financial News
Drag-and-drop personal content for equity analysis
Analytical vs Sentiment Analysis
Portfolio Themes
Customize report output, format and templates
Support Cloud Data push for equity research outcomes
Industry and market AI research with cross-company comparative analysis
Professional
$150 USD/mo
As little as $9.40 per equity monitored
For Individual Investors, RIA’s, Analysts AND small teams who want to automate research with deep financial data, Nasdaq, SEC, TMX, and SEDAR.
No contract required, cancel anytime.
Private Company Analysis
Add On:
$195 Per Report
$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
($9.40 per equity)
($9.40 per equity)
Number of individual Equity Research Reports per Month
$15/Additional Equity
Data Sources
Access to trusted FactSet Data
Access to Nasdaq Real Time Data
Automatically collect and analyze information from SEC, EDGAR & SEDAR
Augment research using web content and internet search
Number of Concurrent Equity Research
Reports Analysis
225
Number of individual Equity Research Reports per Month
10
Number of Easy Project Reruns and re-analysis per project per month
1 Year
Report Types
Automatically generate summary PDF equity research reports
Automatically generate detailed PDF equity research reports
Generate editable MS Word equity research reports
Generate MS PowerPoint presentation for equity reporting
Generate Excel Spreadsheet with data
columns and text responses
Equity Research Features
Augment research using the latest Financial News
Analytical vs Sentiment Analysis
Drag-and-drop personal content for equity analysis
Portfolio Themes
Customize report output, format and templates
Support Cloud Data push for equity research outcomes
Industry and market AI research with cross-company comparative analysis
Business
$595 USD/mo
For small and mid-sized teams that want the power of combining qualitative and quantitative data. Includes advanced Portfolio Metrics and Analysis.
Private Company Analysis
Add On:
$160 Per Report
$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
($7.50 per equity)
($7.50 per equity)
Number of individual Equity Research Reports per Month
$10/Additional Equity
Data Sources
Access to trusted FactSet Data
Access to Nasdaq Real Time Data
Automatically collect and analyze information from SEC, EDGAR & SEDAR
Automatically collect and analyze information from SEC, EDGAR & SEDAR
*Add-On
Number of Concurrent Equity Research
Reports Analysis
600
Number of individual Equity Research Reports per Month
20
Number of Easy Project Reruns and re-analysis per project per month
2 Years
Report Types
Automatically generate summary PDF equity research reports
Automatically generate detailed PDF equity research reports
Generate editable MS Word equity research reports
Generate MS PowerPoint presentation for equity reporting
Enterprise Only
Generate Excel Spreadsheet with data
columns and text responses
Enterprise Only
Equity Research Features
Augment research using the latest Financial News
Drag-and-drop personal content for equity analysis
Analytical vs Sentiment Analysis
Portfolio Themes
Customize report output, format and templates
Enterprise Only
Support Cloud Data push for equity research outcomes
Enterprise Only
Industry and market AI research with cross-company comparative analysis
Enterprise Only
Premium
$1,495 USD/mo
For mid to larger teams that need increased volumes, features, and integrations.
Private Company Analysis
Add On:
$160 Per Report
$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
($6.50 per equity)
($6.50 per equity)
Number of individual Equity Research Reports per Month
$8/Additional Equity
Data Sources
Access to trusted FactSet Data
Access to Nasdaq Real Time Data
Automatically collect and analyze information from SEC, EDGAR & SEDAR
Automatically collect and analyze information from SEC, EDGAR & SEDAR
*Add-On
Number of Concurrent Equity Research
Reports Analysis
1500
Number of individual Equity Research Reports per Month
30
Number of Easy Project Reruns and re-analysis per project per month
3 Years
Report Types
Automatically generate summary PDF equity research reports
Automatically generate detailed PDF equity research reports
Generate editable MS Word equity research reports
Generate MS PowerPoint presentation for equity reporting
Enterprise Only
Generate Excel Spreadsheet with data
columns and text responses
Enterprise Only
Equity Research Features
Augment research using the latest Financial News
Drag-and-drop personal content for equity analysis
Analytical vs Sentiment Analysis
Portfolio Themes
Customize report output, format and templates
Enterprise Only
Support Cloud Data push for equity research outcomes
Enterprise Only
Industry and market AI research with cross-company comparative analysis
Enterprise Only
Enterprise
For enterprise teams that have a greater need for a data feed, analysis integration customization, and private data sources for the deepest qualitative and quantitative data insights.
See Charli in action and discover how it can revolutionize your financial strategies by making complex data accessible and actionable.
Get in touch with our team to learn how Charli can enhance your market research, trading strategies, and corporate finance analysis.