# Public Equity Investing (ChatGPT Plugin)

> Public equity PM research, long/short, earnings, ETF/index diligence, and memos

- Type: plugin
- Publisher: OpenAI (official)
- Categories: Finance, Research
- Website: https://github.com/openai/plugins/tree/main/plugins/public-equity-investing
- Docs: https://learn.chatgpt.com/docs/plugins
- Source: https://github.com/openai/plugins
- Open in ChatGPT: https://chatgpt.com/plugins/Plugin_b31b1ece54648191a6760ea4580bba3e
- GitHub stars: 7248
- Listed: 2026-08-27

## About

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.

## Install

1. **Add 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.

2. **Or install it in Codex**

   Codex CLI:

   ```bash
   codex plugin add public-equity-investing@openai-curated
   ```

## Disconnect or uninstall

1. **In 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.

2. **In Codex**

   Codex CLI:

   ```bash
   codex plugin remove public-equity-investing@openai-curated
   ```

## Skills

- **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.

## Example prompts

- "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."

## Also available as

- app: [MCP App Basics (Apps SDK example)](https://chatgptplugins.directory/apps/apps-sdk-mcp-app-basics.md)
- MCP server: [OpenAI Docs MCP](https://chatgptplugins.directory/mcp/openai-docs.md)

## Public Equity Investing alternatives

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- [Aivana Security Investigator](https://chatgptplugins.directory/plugins/aivana-security-investigator.md): Run safe KQL investigations
- [Antom Integration](https://chatgptplugins.directory/plugins/antom-integration.md): Integrate payments with Antom

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Source: https://chatgptplugins.directory/plugins/public-equity-investing · Index: https://chatgptplugins.directory/llms.txt · Independent and community-run. Not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.