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Documentation Index

Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt

Use this file to discover all available pages before exploring further.

This page covers the full account setup process: creating your account and organisation, configuring your investment profile, building your company watchlist, and inviting teammates. Most of these steps take only a few minutes, and you can revisit any of them later from Settings.

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Create your account

cf0 accounts are created by invitation. You’ll receive an email with a personalised sign-up link when your firm is provisioned.
1

Open your invitation email

Click the sign-up link in your invitation email. It pre-fills your email address and attaches you to your organisation automatically.
2

Set a password and complete sign-up

Enter your first name, last name, and a password to create your account. cf0 uses email verification to confirm your address.
3

Complete the onboarding flow

After signing in for the first time, cf0 walks you through a short onboarding flow to set your role, sectors, coverage universe, and preferred language. You can skip any optional step and come back later via Settings → Profile.

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Create or join an organisation

Every cf0 account must belong to an organisation. There are no personal accounts — all research, documents, reports, and skills live within an organisation workspace.
SituationWhat to do
Starting a new firm workspaceCreate an organisation during sign-up or from the organisation picker after logging in.
Joining an existing firmAccept the invitation email sent by your admin. The link attaches you to the correct organisation automatically.
Billing is managed at the organisation level on the Pro plan. Only organisation admins can manage billing and subscriptions. Non-admin members can ask their admin to subscribe.

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Configure your investment profile

Your investment profile tells cf0 which sectors you cover, your role, and your preferred language for responses. Go to Settings → Profile to view and update these settings at any time.
cf0 Settings — Account tab

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Role and focus

Select the role that best describes how you use cf0:
  • Analyst — equity research and coverage analysis
  • Portfolio manager — position sizing and risk management
  • Research operations — team coordination and data workflows
  • Other — executive, compliance, or operations
You can also select the sectors you follow (Technology, Healthcare, Financials, Energy, Consumer Discretionary, Consumer Staples, Industrials, Real Estate, Materials). cf0 uses this to prioritise relevant data and surface more targeted results.

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Coverage universe

Your coverage universe is the set of tickers you follow. Add them under Settings → Profile → Coverage. cf0 keeps filings, data, and analysis for these companies ready so you don’t have to search every time. You can add, remove, or update tickers at any time from the same settings panel.

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Language preference

cf0 writes all analysis, reports, and responses in your preferred language. Go to Settings → Profile → Language to change it. Supported languages: English, Portuguese, Spanish, French, German, and Chinese.

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Build your company watchlist

The Settings → Companies tab shows your active organisation, its members, and any pending invitations. This is also where admins manage team access.
“Companies” in Settings refers to your organisation’s team and member management — not a stock watchlist. Your tracked tickers live under Settings → Profile → Coverage.

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Invite your team

Organisation admins can invite teammates directly from Settings → Companies.
1

Open Settings → Companies

Navigate to Settings and select the Companies tab. You’ll see your active organisation and its current members.
2

Send an invitation

Click Invite and enter the teammate’s email address. Choose their role:
  • Member — can use all cf0 features within the organisation
  • Admin — can also manage members, invitations, and billing
Click Send invite. The teammate receives an email with a sign-up link that automatically attaches them to your organisation.
3

Bulk invite (optional)

To invite multiple people at once, click Bulk invite and paste a list of email addresses. All invitees receive the same role assignment.
Admins can also change a member’s role or remove them from the organisation at any time from the Companies settings panel.
Pending invitations are visible to admins in the Companies tab. If a teammate hasn’t accepted their invite, you can resend or revoke it from the same panel.