# company-tearsheet

Extracts verified corporate metrics from public filings and earnings calls into an issuer baseline. Useful before building DCF models or valuation memos.

- skill · `type=skill` · Codex, ChatGPT · ★ 7604
- Author: OpenAI · official OpenAI repository
- License: LicenseRef-Proprietary · policy=link-only · description only; the file stays with the author
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/company-tearsheet/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/company-tearsheet

## What it 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.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill company-tearsheet -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/company-tearsheet/SKILL.md` — For all projects use ~/.agents/skills/

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill company-tearsheet -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/company-tearsheet/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/company-tearsheet/

### Cursor

**Manually: put the files in place**
- File: `.cursor/skills/company-tearsheet/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins company-tearsheet
```

2. **Manually: put the files in place**
- File: `.github/skills/company-tearsheet/SKILL.md`

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/company-tearsheet
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/company-tearsheet/SKILL.md` — The legacy .windsurf/skills/ path still works

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/company-tearsheet/SKILL.md

## When to use it
- 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
- Generate an issuer tearsheet for Microsoft using recent quarterly filings and transcripts.
- Create a standalone HTML tearsheet for Tesla with tagged source confidence.

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From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 596 cards

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