> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Skills

> Skills are reusable prompt templates for recurring research workflows. Invoke any Skill in Lab with a slash command to run your firm's workflows instantly.

Skills are reusable prompt workflows that you invoke in [Lab](/features/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.

```mermaid theme={null}
%%{init: {"theme": "base", "themeVariables": {"primaryColor": "#1d4ed8", "primaryTextColor": "#ffffff", "primaryBorderColor": "#172554", "secondaryColor": "#ffffff", "tertiaryColor": "#fafafa", "lineColor": "#52525b", "textColor": "#18181b", "mainBkg": "#1d4ed8", "secondBkg": "#ffffff", "clusterBkg": "transparent", "clusterBorder": "#e4e4e7", "edgeLabelBackground": "#ffffff", "labelTextColor": "#18181b", "actorBkg": "#1d4ed8", "actorBorder": "#172554", "actorTextColor": "#ffffff", "actorLineColor": "#52525b", "signalColor": "#52525b", "signalTextColor": "#18181b", "labelBoxBkgColor": "#1d4ed8", "labelBoxBorderColor": "#172554", "noteBkgColor": "#fafafa", "noteTextColor": "#18181b", "noteBorderColor": "#e4e4e7", "messageTextColor": "#18181b", "sequenceNumberColor": "#ffffff", "fontFamily": "Inter Tight, -apple-system, sans-serif", "fontSize": "13px"}}}%%
graph LR
  U["Type /<br/>in Lab"] --> P["Skills palette<br/>System · Org · Mine"]
  P --> I["Invoke<br/>/dcf NVDA"]
  I --> R["Run with<br/>your variables"]
  R --> O["Streaming output<br/>chart · table · memo"]
  O --> S["Optional → Save<br/>as new Skill"]

  classDef io fill:#ffffff,stroke:#d4d4d8,color:#18181b
  classDef step fill:#1d4ed8,stroke:#172554,color:#ffffff
  class U,O,S io
  class P,I,R step
```

<Frame caption="Type `/` in Lab to open the Skills palette. Categories — Commands, Research, Alerts, Earnings, Screening, Credit, Management — group the catalogue; the keyboard footer (↑↓ navigate · → open · ⇥ open · esc close) keeps the flow keys-only.">
  <img src="https://mintcdn.com/cf0ai/MLKVdlfco0_3MhGd/images/skills-palette-light.png?fit=max&auto=format&n=MLKVdlfco0_3MhGd&q=85&s=858a85f3f3d39ad00518067b935a0081" alt="cf0 Skills slash-command palette in Lab, grouped by category" width="683" height="449" data-path="images/skills-palette-light.png" />
</Frame>

<Frame caption="Monte Carlo skill output — 10-year portfolio distribution with 5–95 / 25–75 percentile bands, median line, 5% VaR cut-off, plus the four KPI tiles an analyst hands to the PM.">
  <img src="https://mintcdn.com/cf0ai/Tr576YnoqImeEPZS/images/brand/charts-monte-carlo.png?fit=max&auto=format&n=Tr576YnoqImeEPZS&q=85&s=61f060a0dbfca4cd89bc7117c5caba84" alt="cf0 Monte Carlo skill — 10-year portfolio outcome distribution" width="1280" height="523" data-path="images/brand/charts-monte-carlo.png" />
</Frame>

## System Skills vs custom Skills

<CardGroup cols={2}>
  <Card title="System Skills" icon="cpu">
    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.
  </Card>

  <Card title="Custom Skills" icon="pencil">
    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.
  </Card>
</CardGroup>

## Invoke a Skill in Lab

Type `/` followed by the Skill name in the Lab chat input and press **Enter**.

```
/earnings-summary
```

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`.

<Tip>
  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.
</Tip>

## Create a custom Skill

<Steps>
  <Step title="Open Skills, click + New skill">
    The slug used for `/skill-name` invocation is generated from the display name.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Your Skill appears under **Mine** and is immediately available in Lab.
  </Step>
</Steps>

## 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.

<Note>
  You can only edit or delete Skills you own. System Skills and org Skills (if you are not an org admin) are read-only.
</Note>

## Org-wide Skills (org admins)

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

<Steps>
  <Step title="Create the Skill">
    Follow the same steps as creating a personal Skill, but toggle **Share with org** before saving.
  </Step>

  <Step title="Confirm org scope">
    The Skill is saved under **Org** scope and appears in the Skills list for all team members immediately.
  </Step>
</Steps>

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.

## Find Skills

Use the search bar and filter tabs at the top of the Skills library to find what you need:

| Filter     | Shows                              |
| ---------- | ---------------------------------- |
| **All**    | Every Skill available to you       |
| **System** | cf0's pre-built workflow catalogue |
| **Org**    | Skills created by your org admin   |
| **Mine**   | Skills you have created            |