memo-builder — Codex skill for investment memos
Draft or review formal memos on public equities, with valuation, scenarios, risks and a recommendation. Use it for committee papers, research notes or PM updates.
npx skills add openai/plugins --skill memo-builder -a codexWhat memo-builder does
memo-builder turns evidence and analysis into a formal public-equity memo, and can revise or check an existing one. It covers valuation, scenarios, risks, catalysts and recommendations. Depending on the report and chosen format, the deliverable can be a DOCX or HTML document.
The skill includes scripts/build_memo_package.py to create a DOCX and HTML companion, or an HTML report with a DOCX companion. It selects relevant material from company filings, internal research and market estimates, among other source categories. For formal committee, PM, client or research circulation, DOCX is the recommended format.
This workflow does not construct trades or set position sizes. Credit-first memos belong in Credit Markets; credit analysis can feed into a memo when the final subject is common or listed equity.
What it helps with
- assemble research into an investment committee memo
- revise a draft equity memo
- review valuation claims and risk framing
- synthesize model, scenario and earnings analysis
Example prompts for the agent
- Draft a committee memo on this public-equity investment.
- Review this memo’s valuation, risks and supporting evidence.
- Turn these research notes into a formal event-driven equity memo.
How to install memo-builder
1Skills CLI (Vercel)
npx skills add openai/plugins --skill memo-builder -a codex2Manually: put the files in place
.agents/skills/memo-builder/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add openai/plugins --skill memo-builder -a claude-code2Manually: put the files in place
~/.claude/skills/memo-builder/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/memo-builder/
Manually: put the files in place
.cursor/skills/memo-builder/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install openai/plugins memo-builder2Manually: put the files in place
.github/skills/memo-builder/SKILL.mdPlatform CLI
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/memo-builderManually: put the files in place
.devin/skills/memo-builder/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 memo-builder
How do I install memo-builder in Codex?
Run npx skills add openai/plugins --skill memo-builder -a codex. The skill file is at .agents/skills/memo-builder/SKILL.md.
What does memo-builder do?
It drafts and reviews formal public-equity investment memos, organizing evidence and analysis into a decision-focused document.
Can memo-builder build a trade or a credit-first memo?
No. Use long-short-pitch for trade construction and Credit Markets for credit-first analysis. Credit work can inform a memo whose final focus is common or listed equity.
