public-equity-investing — Codex skill
Routes public-company and security research to focused investing workflows. Use it for earnings, valuation, model changes, thesis work, and portfolio decisions.
npx skills add openai/plugins --skill public-equity-investing -a codexWhat public-equity-investing does
This skill routes listed-company and public-security requests to focused workflows for issuer research, earnings analysis, valuation, model updates, long and short ideas, catalysts, thesis tracking, ETF or index diligence, sizing, hedging, dashboards, and investment memos. It is aimed at questions about what the market has priced in, what may be mispriced, and what would confirm or break an investment view.
The package includes a router plus specialist skills such as company-tearsheet, earnings-preview, earnings-deep-dive, comps-valuation, dcf-model-builder, long-short-pitch, and portfolio-risk-management. A selected workflow can use requested source categories, pasted context, uploaded files, public evidence, existing models, and portfolio trackers.
It runs on Codex and ChatGPT. The scope excludes private-company diligence, credit-first work, personal financial advice, and generic company summaries. The router does not replace its specialists, so the matching SKILL.md must be read before substantive work.
What it helps with
- research a listed company or ticker
- analyse earnings and the expectation bar
- update a public-equity model with new results
- build a long, short, or pair-trade pitch
- track catalysts and thesis break conditions
Example prompts for the agent
- Analyse
AAPLas a public-equity investment: what is priced in, and what could change the thesis? - Review the latest company results and explain the model, thesis, and action implications.
- Build a long/short pitch for this sector with catalysts, risks, sizing considerations, and exit rules.
How to install public-equity-investing
1Skills CLI (Vercel)
npx skills add openai/plugins --skill public-equity-investing -a codex2Manually: put the files in place
.agents/skills/public-equity-investing/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add openai/plugins --skill public-equity-investing -a claude-code2Manually: put the files in place
~/.claude/skills/public-equity-investing/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/public-equity-investing/
Manually: put the files in place
.cursor/skills/public-equity-investing/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install openai/plugins public-equity-investing2Manually: put the files in place
.github/skills/public-equity-investing/SKILL.mdPlatform CLI
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/public-equity-investingManually: put the files in place
.devin/skills/public-equity-investing/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 public-equity-investing
How do I install public-equity-investing in Codex?
Run npx skills add openai/plugins --skill public-equity-investing -a codex, then open .agents/skills/public-equity-investing/SKILL.md.
What does public-equity-investing do?
It sends public-company research, earnings, valuation, model, catalyst, risk, and thesis requests to focused investing skills. The package also covers hedging, portfolio actions, dashboards, and investment memos.
Can I use this skill for private companies or personal financial advice?
No. Its scope is listed companies and public securities; private-company diligence and personal financial advice are excluded.
