cf0’s trust posture rests on one principle: every quantitative claim has a source, and the source is one click away. This page covers how citations are generated, how to inspect them, and how to export an audit trail.
How citations work
For every number Lab surfaces, cf0 stores the source at extraction time. The citation captures:
- Company and filing type — e.g.
NVDA · 10-K
- Filing date and period covered — e.g.
filed 2025-02-21, FY2025
- Section — e.g.
Part II · Item 7 · MD&A
- Passage pointer — page and paragraph
For narrative claims (risk factors, MD&A, transcript excerpts), the cited quote is stored alongside the section header so you can read what the model read.
Report-grade citations
When you generate a report from a Lab thread, every figure in the PDF carries a numbered footnote that resolves to a Sources Table in the appendix. Each row in the table includes:
| Column | What it carries |
|---|
# | Footnote number used in the body |
| Source | Title — e.g. “Company Annual Report 2025, Item 5” |
| Type | Primary, secondary, market data, or transcript |
| Used for | The body claim(s) it supports |
| Link | Clickable URL to the underlying filing or feed |
Key Assumptions table
Every valuation in a cf0 report is preceded by a Key Assumptions table — WACC, growth, terminal multiple, and the inputs each row depends on. Swap an input, see what drives the model. No hidden assumptions.
Inspecting a citation
In Lab and in reports, citations appear as inline references next to the figure. Click the reference to open the source pane on the right:
- The relevant section opens to the cited passage, with the figure highlighted.
- For tables, the cell coordinates highlight (e.g. row “Free cash flow”, column “Q4 FY2025”).
- Derived metrics show their derivation explicitly, with each input citation linked.
If a number can’t be grounded in a source, cf0 doesn’t surface it. See Guardrails → Refuse to fabricate.
Exporting an audit trail
Every Lab thread can be exported as a compliance-ready audit trail. The export captures the full conversation, every tool call and its result, every assumption gate and how it was resolved, every citation with source link, timestamps, and the model version that ran each turn.
Open the thread
Find the thread in the sidebar.
Export the audit trail
Click the thread menu and choose Export audit trail — pick Markdown or PDF.
Pair with the report
The polished report goes to the committee; the audit trail survives review.
Org isolation
- Org-scoped: research threads, documents, and reports live within your organisation’s workspace. No cross-org visibility.
- Thread privacy within an org: thread bodies are user-scoped. Org admins see aggregate activity (counts per member) on the Dashboard, never message contents.
- Authentication: every session is scoped to the active organisation. Tokens are short-lived (~1 minute) and refreshed automatically.
What cf0 will not do
- No financial advice. cf0 produces research and analysis. It doesn’t tell you to buy or sell.
- No model-generated math. Calculations route through deterministic code templates. See Guardrails.
- No training on your data. Customer threads, documents, and reports are never used to train any AI model.
- No uncited claims. If the model can’t ground a figure, it surfaces the gap rather than inventing one.
Last modified on May 19, 2026
