Pricing

Automate Equity Research Across Your Portfolio

Charli enables financial analysts and researchers to seamlessly access data across a variety of trusted data sources, including FactSet, Nasdaq, TMX, SEC Edgar, and SEDAR. With the Automated Analyst for Wall Street, accelerate time-to-value and gain deeper insights faster.

Our Automated Analyst is designed to scale based on your business needs from an RIA to Enterprise levels, providing increased report volumes and additional capabilities to be an integral part of your workflow process.
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Choose a plan that’s right for your company.

Automated Analyst
Version
Pricing
Limited Time Offer
Recommended For
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 individual Equity Research Reports per Month
Number of Concurrent Equity Research Reports Analysis
Number of Personalized Research Questions per Month
Number of Easy Project Reruns and re- analysis per project per month
Data archiving for projects, questions and outcomes
See more features
Report Types
Automatically generate summary PDF equity research reports (4 Pages)
Automatically generate detailed PDF equity research reports (12 Pages)
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
Due Diligence Compliance and Auditing capability
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
Charli AI risk assessment, recommendation, and gap 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

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
3
Number of individual Equity Research Reports per Month
2
Number of Easy Project Reruns and re-analysis per project per month
45
Number of Personalized Research Questions per Month
0
Data archiving for projects, questions and outcomes
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
Due Diligence Compliance and Auditing capability
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
Charli AI risk assessment, recommendation, and gap analysis
Free Reports
Created by potrace 1.16, written by Peter Selinger 2001-2019
Professional

$99 USD/mo
$125 USD /user/mo

20% Discount and No Contract.

**Add ETF support, available with Version 5

For Retail Investors, RIA’s, Analysts AND small teams who want to automate with our basic company SEC and SEDAR filings. Monthly Billing, No contract.

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
15
Number of individual Equity Research Reports per Month
6
Number of Easy Project Reruns and re-analysis per project per month
225
Number of Personalized Research Questions per Month
1
Data archiving for projects, questions and outcomes
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
Due Diligence Compliance and Auditing capability
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
Charli AI risk assessment, recommendation, and gap analysis
Register
Business

$975 USD/mo
$1499USD /user/mo

Includes Unlimited Reruns for projects with version control that allows you to see before and after outcomes

For small to mid- sized teams that want the power of combining qualitative and quantitative data from FactSet, Nasdaq and TMX.

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
40
Number of individual Equity Research Reports per Month
10
Number of Easy Project Reruns and re-analysis per project per month
600
Number of Personalized Research Questions per Month
4
Data archiving for projects, questions and outcomes
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
Drag-and-drop personal content for equity analysis
Analytical vs Sentiment Analysis
Due Diligence Compliance and Auditing capability
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
Charli AI risk assessment, recommendation, and gap analysis
Register
Premium

$1,899 USD/mo
$3,165 USD /user/mo

40% Volume Discount

For mid to larger teams that need increased volumes, features, and integrations from FactSet, Nasdaq and TMX; plus, your own private data for richer research insights.

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
100
Number of individual Equity Research Reports per Month
20
Number of Easy Project Reruns and re-analysis per project per month
1500
Number of Personalized Research Questions per Month
10
Data archiving for projects, questions and outcomes
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
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
Due Diligence Compliance and Auditing capability
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
Add-On
Charli AI risk assessment, recommendation, and gap analysis
Add-On
Register
Enterprise

Contact For Pricing

2 Free Custom Integrations
2 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.

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
Custom
Number of individual Equity Research Reports per Month
Custom
Number of Easy Project Reruns and re-analysis per project per month
Custom
Number of Personalized Research Questions per Month
Custom
Data archiving for projects, questions and outcomes
Custom
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
Due Diligence Compliance and Auditing capability
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
Add-On
Charli AI risk assessment, recommendation, and gap analysis
Add-On
Contact Us

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