# Public Equity Investing (ChatGPT Plugin)

> Public equity PM research, long/short, earnings, ETF/index diligence, and memos

- Type: plugin
- Publisher: OpenAI (official)
- Categories: Finance, Research
- Website: https://github.com/openai/plugins/tree/main/plugins/public-equity-investing
- Docs: https://learn.chatgpt.com/docs/plugins
- Source: https://github.com/openai/plugins
- Open in ChatGPT: https://chatgpt.com/plugins/Plugin_b31b1ece54648191a6760ea4580bba3e
- GitHub stars: 7248
- Listed: 2026-08-27

## About

Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and... Workflow skills for earnings previews and deep dives, DCF and three-statement models, comps, catalysts, long/short pitches, thesis tracking and memos. Research tooling only, not investment advice. Listed in OpenAI's curated Codex marketplace (openai-curated); the manifest declares skills and an app connector.

## Install

1. **Add it in ChatGPT** Open Plugins in the ChatGPT sidebar (web or desktop), search for “Public Equity Investing” and select +. You'll be asked to sign in to any connected service on first use. Then type @ in a chat to call it.

2. **Or install it in Codex**

   Codex CLI:

   ```bash
   codex plugin add public-equity-investing@openai-curated
   ```

## Skills

- **Catalyst Calendar**: Build PM-grade public equity markets catalyst calendars.
- **Company Tearsheet**: Create cited public-company, public-issuer, and public sector-peer profiles.
- **Comps Valuation**: Public-equity comps reports and workbook models
- **DCF Model Builder**: Builds formula-first public-equity DCF workbooks with source labels, FCFF/FCFE logic, WACC, terminal value, EV/equity bridge, sensitivities, valuation checks, and QA logs.
- **Deck & Report QC**: First-pass QC for public-equity-investing decks, reports, memos, and model outputs before senior review.
- **Earnings Deep Dive & Summary**: Full post-earnings deep dives with beat/miss, EPS quality, transcript Q&A, debate map, model impact, and falsifiers.
- **Earnings-Preview**: Full pre-earnings preview reports with expectation bar, EPS-quality watch, scenarios, and call questions.
- **Economic Impact Report**: Public-equity impact reports for macro, policy, commodity, geopolitical, and industry shocks.
- **Equity Model Update**: Safely update copied public-company Excel models, with source-to-cell maps, change logs, and review packs.
- **Event Driven Analyzer**: PM-quality dated event path, probability, payoff, and expected-return analysis for public-equity special situations.
- **Financials Normalizer**: normalize messy Public Equity Investing financial source data into model-ready long-form outputs, source indexes, and qa flags.
- **Idea Generation**: PM-grade public equity markets idea funnel
- **Initiating Coverage**: Builds public-equity-investing initiation reports with thesis, model, valuation, catalysts, risks, and target price.
- **Long Short Pitch**: Build PM-facing trade pitches with variant perception, expression, catalysts, sparse-context stance, and exit rules.
- **Meeting Prep**: Create public-equity-investing meeting briefs, question lists, evidence requests, follow-ups, and call prep.

## Example prompts

- "Build a deep NVIDIA pre-earnings preview: expectations, KPIs, margin debates, scenarios, and management questions."
- "Create a Disney long/short pitch: streaming, parks, ESPN, capital allocation, valuation, catalysts, and downside risks."
- "Build a Tesla catalyst and valuation brief: recent news, expectations, key debates, scenarios, risks, and an investment view."

## Also available as

- app: [MCP App Basics (Apps SDK example)](https://chatgptplugins.directory/apps/apps-sdk-mcp-app-basics.md)
- MCP server: [OpenAI Docs MCP](https://chatgptplugins.directory/mcp/openai-docs.md)

## Related

- [Zotero](https://chatgptplugins.directory/plugins/zotero.md): Find papers and add citations from Zotero
- [Life Science Research](https://chatgptplugins.directory/plugins/life-science-research.md): General life-sciences research with routing, evidence synthesis, and optional parallel...
- [Stripe](https://chatgptplugins.directory/plugins/stripe.md): Accept payments. Grow revenue.
- [Adaptyv Bio](https://chatgptplugins.directory/plugins/adaptyv-bio.md): Plan and manage protein experiments with review gates
- [Aivana Security Investigator](https://chatgptplugins.directory/plugins/aivana-security-investigator.md): Run safe KQL investigations
- [Antom Integration](https://chatgptplugins.directory/plugins/antom-integration.md): Integrate payments with Antom

---
Source: https://chatgptplugins.directory/plugins/public-equity-investing · Index: https://chatgptplugins.directory/llms.txt · Independent and community-run. Not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.