# cf0

> The financial intelligence stack. Inputs feed a brain that feeds Lab — the place analysts ask anything and ship cited reports in minutes.

## Docs

- [Account setup: organisations, profile, and team access](https://docs.cf0.ai/account-setup.md): Create your account, configure your investment profile, build your company watchlist, and invite your team — everything you need to get your workspace ready.
- [Authenticate cf0 API requests](https://docs.cf0.ai/api/authentication.md): cf0 uses Bearer token authentication. Pass your session JWT in the Authorization header on every API request. Tokens are scoped to your organisation.
- [Documents API: upload and manage files](https://docs.cf0.ai/api/documents.md): The Documents API lets you upload PDFs, spreadsheets, and other files to cf0 for use in research sessions, then list, preview, download, and delete them.
- [Filings API: search and read SEC filings](https://docs.cf0.ai/api/filings.md): The Filings API lets you search companies globally, browse SEC and regulatory filings, ingest them into cf0, and read individual filing sections.
- [Lab API: start and manage research sessions](https://docs.cf0.ai/api/lab.md): The Lab API streams AI-powered research conversations over SSE. Start sessions, manage threads, export audit trails, and browse workspace files.
- [cf0 REST API reference](https://docs.cf0.ai/api/overview.md): The cf0 REST API gives programmatic access to research sessions, reports, SEC filings, documents, and workflow skills. All responses are JSON.
- [Reports API: generate and retrieve research PDFs](https://docs.cf0.ai/api/reports.md): The Reports API lets you list, retrieve, edit, and export AI-generated research reports. PDF download links expire after 5 minutes.
- [Skills API: create and invoke workflow templates](https://docs.cf0.ai/api/skills.md): The Skills API manages reusable research workflow templates. List system skills, create personal or org-wide skills, update them, and toggle their availability.
- [Changelog](https://docs.cf0.ai/changelog.md): Dated releases that shipped to customers. Each entry is a real shipment our customers were notified about — not a roadmap.
- [Integrations](https://docs.cf0.ai/data/integrations.md): Connect cf0 to the tools your firm already uses — Microsoft 365, Google Workspace, Slack, Notion, Granola. Data flows into the brain automatically.
- [Data sources](https://docs.cf0.ai/data/overview.md): cf0 connects to 25+ live financial data sources. SEC filings, market data, earnings transcripts, alt data, news. Every number traces back to its origin.
- [SEC filings — 30 years of structured financials](https://docs.cf0.ai/data/sec-filings.md): cf0 runs its own pipeline on top of SEC EDGAR. Filings come in as structured sections, with extracted financials cited back to the exact page and line they came from.
- [Run a head-to-head: AAPL vs MSFT](https://docs.cf0.ai/examples/head-to-head-comparison.md): Compare two megacap names on free cash flow margin over five years and ship a one-pager to the PM. Real Lab thread, real Reports flow, no spreadsheets.
- [Upload and analyze documents in cf0](https://docs.cf0.ai/features/documents.md): Upload PDFs, spreadsheets, and images to your cf0 workspace and make them available for AI analysis in Lab — with team sharing controls for org admins.
- [Filings](https://docs.cf0.ai/features/filings.md): Browse and search the global regulatory filings universe — SEC EDGAR with structured extraction, plus international directory coverage across the major markets.
- [Lab — ask anything](https://docs.cf0.ai/features/lab.md): Lab is where you ask. Plain English in, streaming charts and tables and cited paragraphs out. Agents pull from the brain; UI renders to match the question; every figure traces back to its source.
- [Generate branded equity research PDFs with cf0](https://docs.cf0.ai/features/reports.md): Turn any Lab conversation into a polished, branded PDF research report — complete with charts, citations, and inline editing — in seconds.
- [Automate research workflows with cf0 Skills](https://docs.cf0.ai/features/skills.md): Skills are reusable prompt templates for recurring research workflows. Invoke any Skill in Lab with a slash command to run your firm's workflows instantly.
- [cf0 — the financial intelligence stack](https://docs.cf0.ai/introduction.md): Inputs feed a brain that feeds Lab. cf0 reads everything your firm reads, remembers it, and lets analysts ask anything in plain English — with citations on every number.
- [cf0 quickstart: from account creation to first query](https://docs.cf0.ai/quickstart.md): Request access, create your organisation, set up your investment profile, and run your first research query — from sign-up to first result in minutes.
- [Signing in](https://docs.cf0.ai/security/authentication.md): How to sign in to cf0, accept an organisation invitation, and recover access when you're locked out. Authentication runs through Clerk; sessions are scoped to your active organisation.
- [cf0 security, privacy, and data handling](https://docs.cf0.ai/security/overview.md): How cf0 protects your firm's research data — organisation-level isolation, encryption at rest and in transit, access controls, and compliance posture.
- [Dashboard](https://docs.cf0.ai/workspace/dashboard.md): Personal and org-level activity views. Personal dashboard shows your research load and streak; the org tab (admin only) aggregates team usage without exposing thread contents.
- [Manage your cf0 organisation and team](https://docs.cf0.ai/workspace/organizations.md): Organisations are the core unit of access and billing in cf0. Learn how to create an org, invite team members by email, and manage admin and member roles.
- [Settings](https://docs.cf0.ai/workspace/settings.md): Eight tabs cover the full surface — Account, Companies (team management), Profile, Memory, Skills, Brand, Integrations, and Billing.

## Optional

- [Status](https://cf0.ai)