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 Started
Automated Analyst
Pricing
Limited Time Offer
Choose a plan that's right for your company
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)
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

Unlimited *Magnificent 7 Summary Analysis for all Plans. 

*TSLA, GOOG, NVDA, MSFT, META, AAPL, AMZN

For everyone. Get started. No credit card required and realize the business benefits immediately.​

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
Free Reports
Created by potrace 1.16, written by Peter Selinger 2001-2019
Professional

$150 USD/mo

As little as $9.40 per equity monitored

Pay only $20 per month for the first 3 months, No Contract​

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.​

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)
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
Register
Business

$595 USD/mo

Includes Unlimited Scheduled Reruns for projects for the first 3 months​

For small and mid-sized teams that want the power of combining qualitative and quantitative data. Includes advanced Portfolio Metrics and 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
80
($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
Register
Premium

$1,495 USD/mo

Includes Unlimited Scheduled Reruns for projects for the first 6 months​

For mid to larger teams that need increased volumes, features, and integrations​.

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)
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
Register
Enterprise

Free Custom Integrations 

Free Custom Templates

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.

Contact Us

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.

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