The Automated Analyst On The Go Contest

Win 1 of 2 iPads

Charli will be giving away one iPad with a free subscription of the Automated Analyst in February and March 2025.

Sign up for a demo or our free starter version between January 15th and March 31st for 3 months free on our Automated Analyst.

Earn Points to Maximize Your Chances of Winning

The more you use our Automated Analyst, the more points you earn and the more chances you have to win one of our monthly draws in February and March!

POINTS

Sign up for a demo or onsite meeting, and register for Charli Free Starter Version from Jan 15-Mar 31 to qualify for one of our monthly draws.

POINTS

Upgrade to the Professional Version at just $20/month (no contract, cancel anytime), and run 5 equities in February or March.

POINTS

On our Professional Version, run 10 equities, set up automated report scheduling and ask at least 10 questions on your reports in February or March.

POINTS

On our Professional Version, run 18 equities, set up automated report scheduling and ask at least 25 questions on your reports in February or March.

POINTS

Upgrade to our Business Version and run any 5 equities (public, private, ETFs) in February or March.

Automated Insights, Designed for Professionals Like You

Whether you're managing high-net-worth clients, advising institutional investors, or working in capital markets, Charli's portfolio analysis tool is built to give you the clarity and confidence you need. With rapid, accurate insights into portfolio health, you can:

Track key performance indicators without manual effort.

Optimize portfolio investments based on real-time data.

Spot market shifts and trends while avoiding the grunt work.

Portfolio Monitoring

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