Charli AI

AI-powered investment intelligence platform providing instant analysis of over 2 million public and private companies.

What is

Charli AI

?

Charli AI revolutionizes financial analysis with automated equity research and investment intelligence. The platform provides standardized AI-driven investment scorecards, enabling instant access to investment insights across public and private markets. Features include Pi Quadrant Index ratings for market sentiment and financial fundamentals, buy-sell indicators with visualization charts, and fair market value analysis on a per-stock basis. Charli eliminates hours of tedious data gathering and manual report generation while providing interactive AI capabilities for deep financial analysis.

Key Features
  • AI-driven investment scorecards
  • Real-time market sentiment analysis
  • Automated financial research reports
  • Interactive data analysis
Pricing
  • Free tier available
  • Enterprise plans with custom pricing
Pros:
  • Instant access to comprehensive financial data
  • Eliminates manual research time
  • Standardized investment scoring
  • Interactive AI analysis capabilities
Cons:
  • Instant access to comprehensive financial data
  • Eliminates manual research time
  • Standardized investment scoring
  • Interactive AI analysis capabilities
Who is it for?
  • Investment professionals
  • Financial analysts
  • Wealth managers
  • Institutional investors
Best use cases
  • Investment portfolio analysis
  • Due diligence research
  • Market sentiment tracking
  • Financial report automation
API Integrations
Security
Implementation
  • Implementation typically takes 1-2 weeks for basic setup and user training.
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