> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryinvesti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign in, set up your workspace, and run your first piece of research with the analyst.

This guide takes you from signing in to your first researched company in a few minutes.

<Steps>
  <Step title="Sign in">
    Go to [tryinvesti.com/signin](https://tryinvesti.com/signin) and choose one of two options:

    * **Continue with Google**: signs you in with your Google account.
    * **Email code**: enter your email and select **Continue with Email**. Investi sends you a 6-digit code; enter it and select **Verify Code**. If the code doesn't arrive, you can resend it after 60 seconds.

    No password is required either way.

    <Frame caption="The sign-in screen with Google and email-code options">
      <img src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/quickstart/sign-in.jpeg?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=936568dfe2b7d1bacb68822def9c0c80" alt="Sign-in screen with Google and email-code options" width="5088" height="3306" data-path="images/quickstart/sign-in.jpeg" />
    </Frame>
  </Step>

  <Step title="Take the tour">
    On your first visit, Investi asks which best describes you (individual investor, analyst, advisor, student, or just exploring) and then offers a short spotlight tour of the workspace: the explorer, companies, the analyst, skills, and MCPs. You can skip it at any time with <kbd>Esc</kbd>.

    <Note>
      Investi currently focuses on US-listed equities. It works from anywhere in the world.
    </Note>
  </Step>

  <Step title="Add your first company">
    In the **Explorer** on the left, select the **+** button (or right-click) and choose **Add Company**. Search by ticker or company name, for example `NVDA`, and press <kbd>Enter</kbd>. The company appears in your tree and opens as a tab with its [dashboard](/company/dashboards): price, financials, earnings, holders, and more.

    <Frame caption="Adding a company from the explorer and opening its dashboard">
      <video autoPlay muted loop playsInline className="w-full" src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/quickstart/add-company.mp4?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=24faa0036fcbba62fe97d7b9423a398c" data-path="images/quickstart/add-company.mp4" />
    </Frame>
  </Step>

  <Step title="Ask the analyst">
    The chat panel on the right is your [AI analyst](/analyst/chat). Ask a real question, referencing the company with `$`:

    ```text theme={"theme":{"light":"github-light","dark":"github-dark"}}
    How has $NVDA's data center revenue trended over the last 8 quarters, and what did management say about it on the latest call?
    ```

    Watch it think, call tools against real financial data, and answer with its reasoning visible.

    <Frame caption="Asking the analyst a question end to end: composer, thinking, tool calls, and the final answer">
      <video autoPlay muted loop playsInline className="w-full" src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/quickstart/ask-the-analyst.mp4?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=40d15372cb5877395e9f7b6ee250774d" data-path="images/quickstart/ask-the-analyst.mp4" />
    </Frame>
  </Step>

  <Step title="Start a note">
    Right-click the company in the explorer and choose **New Note** to keep your thesis next to the data. Notes are markdown, autosave as you type, and keep [version history](/organize/notes#version-history). When the analyst wants to update a note, it proposes the change as a diff you [approve or reject](/analyst/approvals).

    <Frame caption="Creating a note with the analyst and reviewing its proposed diff">
      <video autoPlay muted loop playsInline className="w-full" src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/quickstart/create-note-with-analyst.mp4?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=7fc32e0bec52ea659692e114acc5e328" data-path="images/quickstart/create-note-with-analyst.mp4" />
    </Frame>
  </Step>
</Steps>

## Where to go next

<Columns cols={2}>
  <Card title="The AI analyst" href="/analyst/chat">
    Mentions, attachments, voice dictation, models, and edit approvals.
  </Card>

  <Card title="Company dashboards" href="/company/dashboards">
    Everything in a company tab, section by section.
  </Card>

  <Card title="Skills" href="/skills/overview">
    Teach the analyst your process with reusable workflows.
  </Card>

  <Card title="MCP integrations" href="/integrations/mcp">
    Connect your own tools and data sources.
  </Card>
</Columns>