> For the complete documentation index, see [llms.txt](https://thecontentforge.gitbook.io/thecontentforge-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecontentforge.gitbook.io/thecontentforge-docs/investor-intel/getting-started.md).

# Getting Started

Investor Intel starts with a 7-day free trial. No card required, full access to every feature, nothing to install.

### Start your free trial

1. Open the Investor Intel page and click **Start 7-day free trial**
2. Create your account, or sign in if you already have one
3. Your personal Intel workspace is created automatically
4. Complete the short onboarding below, then you land on [Market Pulse](/thecontentforge-docs/investor-intel/market-pulse.md)

Prefer to skip the trial? Pick **Starter**, **Pro**, or **Elite** on the pricing section instead - you create your account the same way, your workspace is set up automatically, and you go straight to checkout. Pay by card or crypto.

### Onboarding

Onboarding is a single screen that takes about a minute. It personalizes your briefs, explanations, and risk framing. Everything you pick here can be changed later in [Settings](/thecontentforge-docs/investor-intel/research-and-settings.md).

* **Experience level** - New, Intermediate, or Advanced. Picking New turns on Beginner Protection.
* **Detail level** - Short, Standard, or Deep explanations
* **Risk posture** - Conservative, Balanced, or Aggressive. This shapes how risk is framed in AI output; it never hides data or unlocks features.
* **Topics** - what you care about: BTC, ETH, SOL, memecoins, DeFi, AI, gaming, RWA, airdrops, whales, new launches, long-term investing, trading, education
* **Chains** - the chains you want to follow. These power the chain strips and the "Following" scope on [Market Pulse](/thecontentforge-docs/investor-intel/market-pulse.md).
* **Briefs** - which brief types you want: daily, watchlist, narrative, or risk-only
* **Research acknowledgment** - you confirm you understand that Investor Intel is research, education, and risk context, not financial advice

#### Beginner Protection

If you pick **New** as your experience level, Beginner Protection turns on automatically: stronger risk warnings and simpler explanations throughout the product. You can toggle it on or off at any time in [Settings](/thecontentforge-docs/investor-intel/research-and-settings.md), whatever your experience level. Plenty of experienced users leave it on.

### Plan tiers

| Plan    | Price        | Best for                                             |
| ------- | ------------ | ---------------------------------------------------- |
| Trial   | Free, 7 days | Trying everything, no card required                  |
| Starter | $9.99/mo     | Casual research and a small watchlist                |
| Pro     | $24.99/mo    | Active daily research                                |
| Elite   | $49.99/mo    | Heavy use: large watchlists, many alerts, lots of AI |

Every plan includes every feature. Plans differ in how much you can track and how much AI you can use per day: watchlist items, tracked wallets, active alerts, daily AI breakdowns, briefs, comparisons, and more. See [Pricing](/thecontentforge-docs/reference/pricing.md) for the full limits table.

### How to upgrade

* In the app: go to **Settings > Plan** and click **Upgrade / manage plan**
* Or open the upgrade page directly and pick a tier

Billing is monthly, and you can pay by card or with crypto. Upgrading during your trial carries over everything you have already set up.

### When your trial ends

Your workspace locks, but nothing is deleted. Your watchlist, portfolio, theses, alerts, news sources, and saved research are all preserved. Pick a plan to get back in and continue exactly where you left off.

### Where to go next

* Skim [Market Pulse](/thecontentforge-docs/investor-intel/market-pulse.md) to get the lay of the land
* Add a few assets to [My Watchlist](/thecontentforge-docs/investor-intel/watchlist.md)
* Connect a wallet (read-only) in [Portfolio](/thecontentforge-docs/investor-intel/portfolio.md)
* Ask your first question in [Explain This](/thecontentforge-docs/investor-intel/explain-this.md)


---

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