# public-equity-investing

Routes public-company and security research to focused investing workflows. Use it for earnings, valuation, model changes, thesis work, and portfolio decisions.

- 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/public-equity-investing/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/public-equity-investing

## What it 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.

## Install

### Codex (native platform)

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

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

### Claude Code

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

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

### Cursor

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

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins public-equity-investing
```

2. **Manually: put the files in place**
- File: `.github/skills/public-equity-investing/SKILL.md`

### Gemini CLI

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

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/public-equity-investing/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/public-equity-investing/SKILL.md

## When to use it
- 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
- Analyse `AAPL` as 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.

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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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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md
