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Skills are reusable prompt workflows that you invoke in Lab with a single slash command. Save the instructions once, call it with /skill-name whenever you need it. cf0 ships with a catalogue of named system workflows covering the institutional research stack — DCF, LBO, comps, IC memos, earnings recaps, debt covenant reviews, monte carlo, sector scans — and you can encode any process your firm runs as a personal or org-wide Skill.
cf0 Skills slash-command palette in Lab, grouped by category
cf0 Monte Carlo skill — 10-year portfolio outcome distribution

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System Skills vs custom Skills

System Skills

A growing library of pre-built workflows covering the standard institutional research stack — DCF, LBO, comps tables, earnings recaps, debt covenant review, IC memos, sector scans, monte carlo. Available to every user immediately, no setup required.

Custom Skills

Skills you create yourself, tailored to your firm’s exact processes. Personal Skills are private to you; org-wide Skills (created by org admins) are shared with every team member.

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Invoke a Skill in Lab

Type / followed by the Skill name in the Lab chat input and press Enter.
Lab loads the Skill’s prompt template, applies any variable substitutions, and starts the workflow. You can add context after the slash command to fill in template variables — for example, /earnings-summary AAPL Q3 2024.
Type / in Lab to see a list of all available Skills filtered as you type. Scroll through system Skills and your custom Skills in one place.

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Create a custom Skill

1

Open Skills, click + New skill

The slug used for /skill-name invocation is generated from the display name.
2

Write the prompt template

Plain instructions, structured-output requests, and {{variable}} placeholders all work. Or describe the workflow in English and click Generate with AI — cf0 drafts the prompt for you to edit.
3

Save

Your Skill appears under Mine and is immediately available in Lab.

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Edit or delete a Skill

Select any custom Skill from the Skills list to open it in the detail panel. Click Edit to modify the name, description, or prompt content. Click Delete to remove it permanently.
You can only edit or delete Skills you own. System Skills and org Skills (if you are not an org admin) are read-only.

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Org-wide Skills (org admins)

Org admins can create Skills that are shared automatically with every member of the organisation.
1

Create the Skill

Follow the same steps as creating a personal Skill, but toggle Share with org before saving.
2

Confirm org scope

The Skill is saved under Org scope and appears in the Skills list for all team members immediately.
Org Skills appear under the Org filter in the Skills library. Team members can invoke them with /skill-name in Lab but cannot edit or delete them.

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Find Skills

Use the search bar and filter tabs at the top of the Skills library to find what you need:
FilterShows
AllEvery Skill available to you
Systemcf0’s pre-built workflow catalogue
OrgSkills created by your org admin
MineSkills you have created
Last modified on June 5, 2026