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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 guide walks you through everything you need to do before running your first research query in cf0. By the end, you’ll have an active account, an organisation workspace, a configured investment profile, and a completed Lab query and report.
1

Request access

cf0 is currently invite-only. Visit cf0.ai and book a demo to request access for your firm. Once your account is provisioned, you’ll receive an invitation email with a link to complete sign-up.If your firm is already on cf0, ask your organisation admin to invite you directly from Settings → Companies.
2

Create or join an organisation

cf0 requires every user to belong to an organisation — there are no personal accounts. All research, documents, and reports are scoped to your organisation’s workspace.
  • New firms: During sign-up you’ll be prompted to create your organisation. Give it your firm’s name.
  • Joining an existing firm: Follow the invite link in your invitation email. It automatically attaches you to the correct organisation.
You must be part of an organisation to access any cf0 features. If you sign in without an active organisation, cf0 will prompt you to create or join one before continuing.
3

Set up your investment profile

After signing in, complete the onboarding flow to personalise cf0 for your workflow:
  1. Select your role — Analyst, Portfolio manager, Research operations, or Other.
  2. Choose your sectors — Pick the sectors you cover (Technology, Healthcare, Financials, Energy, Consumer Discretionary, Consumer Staples, Industrials, Real Estate, Materials). This is optional but helps cf0 surface more relevant results.
  3. Add your coverage universe — Enter the tickers you follow. cf0 keeps their filings, data, and analysis ready for you.
  4. Set your preferred language — All analysis, reports, and responses will be written in your chosen language. Supported languages include English, Portuguese, Spanish, French, German, and Chinese.
You can update any of these settings later from Settings → Profile.
4

Run your first Lab query

Open Lab from the left navigation. Type a research question in plain language, for example:
“Summarise NVDA’s last earnings call and compare revenue growth to the prior quarter.”
cf0 pulls from your connected data sources, runs the analysis, and returns structured results — tables, charts, and citations — directly in the conversation. Click any figure to see the source filing, page, and section.
5

Generate your first report

Once you have results in Lab, generate a report:
  1. In your Lab session, ask cf0 to generate a report — for example: “Generate an equity research report on NVDA based on this analysis.”
  2. cf0 assembles a branded PDF with narrative, charts, and inline citations.
  3. Download the PDF or continue editing inline.
Reports are stored in your organisation’s workspace and can be shared with your team.
Once you’re comfortable with Lab and Reports, explore Skills — reusable prompt templates for your firm’s recurring workflows. Your organisation admin can build skills tailored to your exact research process and share them with the whole team.