Public Equity Investing plugin for Codex

Name: Public Equity Investing
Author: OpenAI

Official OpenAI curatedPluginFinance

Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what proves or kills the thesis, what to do next, and what evidence is missing. Use Credit Markets for credit instruments, creditworthiness, restructuring, distressed, recovery, spreads, yields, covenants, and debt security analysis.

How to install Public Equity Investing in Codex

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

Command format from the Codex CLI reference (codex plugin add <plugin[@marketplace]>); openai-curated is the marketplace name in OpenAI's catalog file. You need to be signed in to Codex. Source: Codex CLI reference.

Or in Codex CLI type /plugins and pick it from the OpenAI curated marketplace; in the ChatGPT desktop app, open the Plugins tab. Start a new session afterwards so the plugin's skills and tools load. (OpenAI plugin docs)

What it contains

Skills (23)

catalyst-calendar — Use when building public-equity-investing catalyst calendars. Do not use for full event underwriting; use event-driven-analyzer.
company-tearsheet — Use when creating source-backed public issuer tearsheets. Do not use for private diligence, fund diligence, vendors, or market maps.
comps-valuation — Produce Public Equity Investing comparable-company valuation in report or workbook mode. Use for peer selection, multiple analysis, valuation read-throughs, implied prices, comps dashboards, Excel or Sheets comps, refreshable peer tables, model updates, and…
dcf-model-builder — Use when building public-equity DCF valuation workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook…
deck-report-qc — Use when running first-pass QC on Public Equity Investing decks or reports. Do not use as external-circulation certification.
earnings-deep-dive — Use when analyzing public-company earnings after results, guidance, transcript, or call commentary. Do not use for pre-print previews.
earnings-preview — Use when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Do not use after results or for short summaries unless the user explicitly asks for a…
economic-impact-report — Use when translating a specific event, policy change, macro shock, or industry development into public-equity issuer, sector, earnings, valuation, positioning, and portfolio implications. Do not use for standalone macro strategy, rates, FX, credit, futures…
equity-model-update — Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.
event-driven-analyzer — Use when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Do not use for generic catalyst lists, risk sizing, hedges, capital structure, covenants, or credit recovery.
financials-normalizer — Use when normalizing public-company financials from source materials. Do not use for private data rooms or non-financial cleanup.
idea-generation — Use when triaging public-equity idea candidates. Do not use for final trade recommendations, pitches, memos, or models.
initiating-coverage — Use when building public-equity-investing initiating coverage reports. Do not use for trade pitches, memos, earnings notes, models, or tearsheets.
long-short-pitch — Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.
meeting-prep — Use when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.
memo-builder — Use when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.
model-audit-tieout — Use when auditing existing Public Equity Investing models or spreadsheets. Do not use to build a new model from scratch.
portfolio-risk-management — Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal…
public-equity-investing — Route Public Equity Investing workflows for listed-company and public-security research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, position sizing, hedging, dashboards…
scenario-sensitivity-generator — Use when turning a public-equity base case, model, thesis, event, or catalyst into scenario skew, sensitivity, breakpoint, and PM action-threshold analysis. Do not use for first-pass model builds, credit-security valuation, or generic planning.
thesis-tracker — Use when building or updating Public Equity Investing thesis trackers. Do not use for generic news summaries, trade pitches, or first-pass memos.
three-statement-model-builder — Use when building public-equity three-statement operating model workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for…
user-context — Initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use only when the user explicitly asks to manage Public Equity Investing saved…

App connectors (15)

slack — ChatGPT app connection (sign-in handled by the plugin)
pitchbook — ChatGPT app connection (sign-in handled by the plugin)
factset — ChatGPT app connection (sign-in handled by the plugin)
morningstar — ChatGPT app connection (sign-in handled by the plugin)
lseg — ChatGPT app connection (sign-in handled by the plugin)
s-p — ChatGPT app connection (sign-in handled by the plugin)
third-bridge — ChatGPT app connection (sign-in handled by the plugin)
daloopa — ChatGPT app connection (sign-in handled by the plugin)
quartr — ChatGPT app connection (sign-in handled by the plugin)
alpaca — ChatGPT app connection (sign-in handled by the plugin)
google_drive — ChatGPT app connection (sign-in handled by the plugin)
gmail_connector — ChatGPT app connection (sign-in handled by the plugin)
outlook_email_connector — ChatGPT app connection (sign-in handled by the plugin)
sharepoint_connector — ChatGPT app connection (sign-in handled by the plugin)
teams_connector — ChatGPT app connection (sign-in handled by the plugin)

Example prompts from the manifest

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.

About this listing

Public Equity Investing is in OpenAI's official curated Codex plugin catalog, published by OpenAI. It shows up in the Codex CLI plugin browser (/plugins) and in the ChatGPT desktop app's Plugins tab. From its files we found 23 skills, 15 app connectors. The manifest says version 0.1.31. It's one of 3 listings in the Finance category. It also appears in best Codex plugins for security, best Codex plugins for research.

Public Equity Investing FAQ

How do I install Public Equity Investing in Codex?

Run codex plugin add public-equity-investing@openai-curated (format from the Codex CLI reference). Or in Codex CLI type /plugins and pick it from the OpenAI curated marketplace; in the ChatGPT desktop app, open the Plugins tab. Start a new session afterwards so the plugin's skills and tools load.

Is Public Equity Investing an official Codex plugin?

Yes. Public Equity Investing is in OpenAI's official curated Codex plugin catalog (marketplace openai-curated), published by OpenAI. It appears in the Codex CLI plugin browser and the ChatGPT desktop app's Plugins tab.

What does Public Equity Investing include?

From its files in OpenAI's plugin repo, Public Equity Investing includes 23 skills, 15 app connectors: catalyst-calendar, company-tearsheet, comps-valuation, dcf-model-builder, deck-report-qc, earnings-deep-dive….

Details

Type: Plugin
Category: Finance
Source: Official OpenAI curated
Publisher: OpenAI
Version: 0.1.31
License: Proprietary
Sign-in: Asks you to connect/sign in the first time you use it
Keywords: factset, morningstar, lseg, s&p global, pitchbook, quartr, alpaca, daloopa, public-equity, listed-equities, equity-research, long-only
Source: https://github.com/openai/plugins/tree/main/plugins/public-equity-investing
Website: https://openai.com/
Listed in: OpenAI catalog file
Tested by CodexStacks: Not yet

Something wrong or missing? Submit or improve this listing. Listings also refresh automatically every night.

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Public Equity InvestingOfficial Codex plugin · 23 skills, 15 app connectorsPublic equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams…View on CodexStacks →

<a href="https://codexstacks.com/p/public-equity-investing/" style="display:block;max-width:380px;box-sizing:border-box;padding:14px 16px;border:1px solid #3a2c26;border-radius:12px;background:#0d0b0a;color:#f3ece6;font:14px/1.45 -apple-system,Segoe UI,Roboto,Helvetica,Arial,sans-serif;text-decoration:none"><span style="display:block;font-size:16px;font-weight:700;color:#f3ece6">Public Equity Investing</span><span style="display:block;margin:2px 0 8px;font-size:12px;color:#b5a9a1">Official Codex plugin · 23 skills, 15 app connectors</span><span style="display:block;margin:0 0 10px;color:#ddd3cc">Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams…</span><span style="font-size:12px;font-weight:600;color:#ffb347">View on CodexStacks →</span></a>

Markdown summary

**[Public Equity Investing on CodexStacks](https://codexstacks.com/p/public-equity-investing/)**: Official Codex plugin with 23 skills, 15 app connectors. Install: `codex plugin add public-equity-investing@openai-curated`

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