company-tearsheet — Codex skill: what it does, how to install
Extracts verified corporate metrics from public filings and earnings calls into an issuer baseline. Useful before building DCF models or valuation memos.
npx skills add openai/plugins --skill company-tearsheet -a codexWhat company-tearsheet does
This skill builds a grounded factual profile for any public equities issuer. It tracks corporate filings, earnings call transcripts, and provider market data without fabricating missing numbers. Every metric receives an evidence tag like Reported or Derived along with a confidence assessment.
Output appears in conversational chat or renders as a standalone HTML profile upon request. It serves as an objective baseline rather than a valuation memo or buy recommendation. If input spreadsheets have messy formatting, the process relies on financials-normalizer or excel-data-cleaner. Private company targets, vendor screenings, and investment fund reviews will break the workflow rules because it strictly handles public equities.
What it helps with
- build a source-backed profile for a public equity issuer
- verify reported metrics against official earnings disclosures
- prepare clean baseline facts before financial modeling
- export a standalone HTML issuer tearsheet
Example prompts for the agent
- Generate an issuer tearsheet for Microsoft using recent quarterly filings and transcripts.
- Create a standalone HTML tearsheet for Tesla with tagged source confidence.
How to install company-tearsheet
1Skills CLI (Vercel)
npx skills add openai/plugins --skill company-tearsheet -a codex2Manually: put the files in place
.agents/skills/company-tearsheet/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add openai/plugins --skill company-tearsheet -a claude-code2Manually: put the files in place
~/.claude/skills/company-tearsheet/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/company-tearsheet/
Manually: put the files in place
.cursor/skills/company-tearsheet/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install openai/plugins company-tearsheet2Manually: put the files in place
.github/skills/company-tearsheet/SKILL.mdPlatform CLI
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/company-tearsheetManually: put the files in place
.devin/skills/company-tearsheet/SKILL.mdThe legacy .windsurf/skills/ path still works
Claude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: Codex skills: how to install, where they live, how to call them
Questions about company-tearsheet
How to install company-tearsheet in Codex?
Run npx skills add openai/plugins --skill company-tearsheet -a codex. The skill files will be written to .agents/skills/company-tearsheet/SKILL.md.
What does company-tearsheet do?
It aggregates verified factual data on public issuers from filings, transcripts, and market feeds. The agent produces an issuer tearsheet in chat or exportable HTML.
Can this skill evaluate private companies or investment funds?
No, it is restricted to public stock issuers. Private acquisitions, vendor audits, and fund diligence must route to dedicated research workflows.
