Getting Started with Taufolio

Welcome to Taufolio. This guide walks you through generating your first investor report on a public company, end to end.

Prerequisites#

Before you begin, you'll need:

• A free Taufolio account (250 credits on sign-up, plus 100 more each month)
• A US-listed ticker you want to research (e.g. AAPL, NVDA, CHGG)
• A few minutes to read the result - choose Deep Research to learn the company from scratch or Short Recap to catch up on the last month

Setting Up Your Project#

Create your account and your first workspace:

1. Sign up at taufolio.com
2. Confirm your email
3. Land in your dashboard with 250 free credits ready to spend

There's nothing to install. Taufolio runs in the browser.

The Data Behind Every Report#

You don't manage API keys to use Taufolio - we handle the data sources for you. Behind the scenes, every investor report pulls from:

• SEC filings - 10-K, 10-Q, 8-K
• Earnings transcripts - verbatim, with citations
• Pricing and fundamentals - refreshed before each run
• News and primary sources - linked inline so you can verify every claim

Running Your First Report#

To produce your first investor report:

1. From the dashboard, paste a ticker (e.g. AAPL)
2. Choose Short Recap for a monthly company-events update or Deep Research to understand the business from scratch
3. Watch the report stream in with citations attached to each claim

Open the report and skim the table of contents on the right to jump to the section you care about - bull case, bear case, valuation, risks.

Next Steps#

Once your first report is in your library, explore:

• Compare two companies side by side
• Re-run a report after earnings to see what changed
• Export the report to share with your team
• Check the examples gallery for fresh sample investor reports on AAPL, NVDA, and CHGG, or learn how to analyze a company by hand

Happy researching.