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Demo: What Can Charlie Do
Demo: What Can Charlie Do

This is a video demo to show how Charlie researches a stock using Stock Card's methodology.

Hoda Mehr avatar
Written by Hoda Mehr
Updated over a week ago

How Does Charlie Research Stocks?

We trained Charlie, an OpenAI custom GPT, to follow the Stock Card methodology when researching stocks. When you ask Charlie if you should buy, sell, or invest in a company or stock ticker, it will look for information related to the Growth Potential, Financial Strength, and Valuation, among other familiar sections on the old Stock Card visualizations.

You can ask simple questions such as:

  1. Should I invest in <company name>?

  2. Is <ticker> a good buy?

  3. Should I sell <company name>?

Once Charlie receives your question, it goes to the most reliable sources it can find and collects the information, categorizes it into familiar sections such as Growth Potential, Financial Strength, etc., and presents the summary to you.

How to Access Charlie?

We plan to integrate Charlie into our website. For now, you need to visit the Open AI’s website and create a free account. Go to this link to start: https://bit.ly/gptCharlie

What Else Can Charlie Do?

We also added new sections such as "Insider Trading" and "Counterargument" to Charlie's approach in researching any stock so you can get more valuable insights you'd need to make informed decisions.

The video below shows Charlie's research on Palo Alto Networks (NASDAQ: PANW), for example. Notice how the sections Charlie follows are similar and improved versions of the old Stock Card visualizations:

Important Disclaimer: While we used Stock Card's methodology to train Charlie, the custom GPT, we do not have any control over how the underlying model operates. The underlying model belongs to and is run by OpenAI. Like all generative AI models, Charlie is prone to mistakes, hallucinations, and inaccurate information. As always, do not make investment decisions solely based on Charlie's output. We cannot guarantee the accuracy or recency of the information.

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