Workspace Guide
Workspaces are your central hub for organizing financial research. Create analyses, collaborate with your team, and build reports.
What Are Workspaces?
Workspaces are shared environments where you can organize your financial research. Each workspace can contain analyses, notes, company data, and chat sessions. Think of them as project folders for your investment research.
Team Collaboration
Invite team members to your workspace to collaborate in real-time. Share analyses, assign tasks, and build reports together. Changes are synced automatically.
Document Editor
The built-in editor supports rich text formatting, tables, images, mathematical formulas, and code blocks. Use it to write investment memos, research notes, or full reports — all within Clarifo.
Workspace Chat
Each workspace has its own AI chat that remembers your conversation context. Ask questions about companies in your workspace, request analyses, or get help writing reports.