public-equity-investing — Codex plugin: equity research workflows
Skill set for listed-company work: earnings previews and deep dives, valuation, catalyst tracking, model updates and investment memos.
Open on GitHubWhat public-equity-investing does
The plugin covers research on listed companies: reading earnings, valuing a business, event-driven scenarios, watching catalysts, sizing a position, hedging, dashboards and workbooks. A router picks the right skill for the task, and the focused workflows include earnings-preview, earnings-deep-dive, long-short-pitch, equity-model-update, catalyst-calendar and portfolio-risk-management.
You reach it by naming or tagging it. It only steps in on its own when the request clearly describes listed-equity investor work; a vague prompt leaves the router idle, so spell the plugin out. Bonds, loans, distressed debt and covenants live in the sibling Credit Markets plugin — this one touches them only when such a fact backs an equity thesis.
Each skill carries an audience mode: long_only_pm, long_short_hf, sell_side_research, etf_index_diligence, public_equity_diligence. The plugin advises producing the full artifact rather than a trimmed one, even when sources are thin; sparse context then yields a screen-grade structure with assumptions and a list of missing evidence. Compressed output appears only if you pick it at intake or ask for a summary, one-pager or TL;DR. The deliverable is meant for a person to read — a DOCX memo, HTML dashboard, XLSX workbook or a chat answer — while Markdown and JSON stay as support files.
What it helps with
- build a pre-earnings preview with the expectation bar and call questions
- turn a release and transcript into a thesis-impact deep dive
- draft a long/short pitch with catalysts, risk/reward and exit rules
- flow actuals and guidance through a public-equity model
- lay out a 90-day catalyst calendar for a position
Example prompts for the agent
- Build a pre-earnings preview for this public company: expectations, key debates, scenarios and call questions.
- Build a 90-day catalyst calendar for this position with confirmed and inferred timing.
Questions about public-equity-investing
How do I install public-equity-investing in Claude?
It ships in the openai/plugins collection. Add that marketplace and install the plugin from it; the exact commands depend on your Claude build, so check the plugin docs.
What does public-equity-investing do?
It runs listed-company research: earnings previews and deep dives, model updates, valuation, catalyst and thesis tracking, position sizing and hedging, plus memos and dashboards.
When does the plugin activate on its own?
Only when a request unmistakably describes listed-equity investor work. Otherwise you have to name or tag it, or the router will not pick a workflow.
