> For the complete documentation index, see [llms.txt](https://docs.countercyclical.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.countercyclical.io/fundamentals/profile/tabs/templates.md).

# Templates

Create reusable preferences across the investments and valuations you create in your workspace

<figure><picture><source srcset="/files/wIdPcBnWeoioUXlXwIi1" media="(prefers-color-scheme: dark)"><img src="https://3856051622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuoSbSJEvJXClIRJg7TCt%2Fuploads%2FoSAR4ED00v2hnDQgjAyL%2FCleanShot%202024-01-30%20at%2012.28.33%402x.png?alt=media&amp;token=c63fd48b-68b0-4bd7-b132-ee7f046da07c" alt=""></picture><figcaption><p>Profile -> Templates -> New Template (Investment)</p></figcaption></figure>