Public Equity Investing
Public equity PM research, long/short, earnings, ETF/index diligence, and memos
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and... Workflow skills for earnings previews and deep dives, DCF and three-statement models, comps, catalysts, long/short pitches, thesis tracking and memos. Research tooling only, not investment advice. Listed in OpenAI's curated Codex marketplace (openai-curated); the manifest declares skills and an app connector.
Also available as
Install
- 1Add it in ChatGPT
Open Plugins in the ChatGPT sidebar (web or desktop), search for “Public Equity Investing” and select +. You'll be asked to sign in to any connected service on first use. Then type @ in a chat to call it.
- 2Or install it in Codex
codex plugin add public-equity-investing@openai-curatedStart a new Codex session afterwards. You can also run /plugins inside the CLI to browse and install interactively.
Skills 15
- Catalyst Calendar
Build PM-grade public equity markets catalyst calendars.
- Company Tearsheet
Create cited public-company, public-issuer, and public sector-peer profiles.
- Comps Valuation
Public-equity comps reports and workbook models
- DCF Model Builder
Builds formula-first public-equity DCF workbooks with source labels, FCFF/FCFE logic, WACC, terminal value, EV/equity bridge, sensitivities, valuation checks, and QA logs.
- Deck & Report QC
First-pass QC for public-equity-investing decks, reports, memos, and model outputs before senior review.
- Earnings Deep Dive & Summary
Full post-earnings deep dives with beat/miss, EPS quality, transcript Q&A, debate map, model impact, and falsifiers.
- Earnings-Preview
Full pre-earnings preview reports with expectation bar, EPS-quality watch, scenarios, and call questions.
- Economic Impact Report
Public-equity impact reports for macro, policy, commodity, geopolitical, and industry shocks.
- Equity Model Update
Safely update copied public-company Excel models, with source-to-cell maps, change logs, and review packs.
- Event Driven Analyzer
PM-quality dated event path, probability, payoff, and expected-return analysis for public-equity special situations.
- Financials Normalizer
normalize messy Public Equity Investing financial source data into model-ready long-form outputs, source indexes, and qa flags.
- Idea Generation
PM-grade public equity markets idea funnel
- Initiating Coverage
Builds public-equity-investing initiation reports with thesis, model, valuation, catalysts, risks, and target price.
- Long Short Pitch
Build PM-facing trade pitches with variant perception, expression, catalysts, sparse-context stance, and exit rules.
- Meeting Prep
Create public-equity-investing meeting briefs, question lists, evidence requests, follow-ups, and call prep.
Things to ask
- “Build a deep NVIDIA pre-earnings preview: expectations, KPIs, margin debates, scenarios, and management questions.”
- “Create a Disney long/short pitch: streaming, parks, ESPN, capital allocation, valuation, catalysts, and downside risks.”
- “Build a Tesla catalyst and valuation brief: recent news, expectations, key debates, scenarios, risks, and an investment view.”
Disconnect or uninstall
- 1In ChatGPT
Disconnect an account in Settings → Apps or Plugins. To remove the plugin itself, open Public Equity Investing in the Plugin Directory and select Uninstall plugin. Uninstalling can disconnect every account connected through it, and plugins your workspace installs may not offer the option.
- 2In Codex
codex plugin remove public-equity-investing@openai-curated