# memo-builder

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.

- 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/memo-builder/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/memo-builder

## What it 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.

## Install

### Codex (native platform)

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

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

### Claude Code

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

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

### Cursor

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

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins memo-builder
```

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

### Gemini CLI

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

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/memo-builder/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/memo-builder/SKILL.md

## When to use it
- 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
- 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.

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From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 528 cards

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