Public Equity Investing

OpenAIOfficialCreated by OpenAIDistributed by OpenAI

Skill
Workflow
Business and productivity
Link-only
Low risk
Has scripts

From the author

Route Public Equity Investing workflows for listed-company and public-security research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, position sizing, hedging, dashboards, and investment memos. Use when the user is evaluating a public company, ticker, sector, portfolio position, event, earnings setup, or investment thesis through an investor lens, including what is priced in, what is mispriced, what proves or kills the thesis, and what to watch next. Do not use for private-company diligence, credit-first analysis, personal financial advice, generic company summaries, or generic document drafting with no public-equity investment context.

— the description by OpenAI

Install

Get the skill from its source (we cannot redistribute it):
https://github.com/openai/plugins/tree/d420d13051bffe4543ed39e30fa46b87148e47dd/plugins/public-equity-investing/skills/public-equity-investing

Documentation by OpenAI

The licence of this skill does not allow us to copy its documentation. Read it at the source

Files

SKILL.md(opens on GitHub)Not mirrored: opens on GitHub15.5 KiB
agents/openai.yaml(opens on GitHub)Not mirrored: opens on GitHub367 B
internal-support/daloopa-provider-guide/INTERNAL.md(opens on GitHub)Not mirrored: opens on GitHub3.0 KiB
internal-support/daloopa-provider-guide/references/connector-playbook.md(opens on GitHub)Not mirrored: opens on GitHub8.8 KiB
internal-support/daloopa-provider-guide/references/workbook-mode.md(opens on GitHub)Not mirrored: opens on GitHub1.0 KiB
internal-support/dashboard-builder/INTERNAL.md(opens on GitHub)Not mirrored: opens on GitHub13.7 KiB
internal-support/dashboard-builder/assets/example_payloads/comps-valuation-sample.json(opens on GitHub)Not mirrored: opens on GitHub6.1 KiB
internal-support/dashboard-builder/assets/example_payloads/deck-report-qc-sample.json(opens on GitHub)Not mirrored: opens on GitHub4.7 KiB
internal-support/dashboard-builder/assets/example_payloads/draft-incomplete-chart-support-sample.json(opens on GitHub)Not mirrored: opens on GitHub837 B
internal-support/dashboard-builder/assets/example_payloads/draft-support-source-gap-sample.json(opens on GitHub)Not mirrored: opens on GitHub645 B
internal-support/dashboard-builder/assets/example_payloads/earnings-preview-minimal.json(opens on GitHub)Not mirrored: opens on GitHub3.1 KiB
internal-support/dashboard-builder/assets/example_payloads/financial-trend-incomplete-sample.json(opens on GitHub)Not mirrored: opens on GitHub2.1 KiB
internal-support/dashboard-builder/assets/example_payloads/hero-citations-sample.json(opens on GitHub)Not mirrored: opens on GitHub2.2 KiB
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internal-support/dashboard-builder/assets/example_payloads/initiating-coverage-sample.json(opens on GitHub)Not mirrored: opens on GitHub6.4 KiB
internal-support/dashboard-builder/assets/example_payloads/portfolio-hedge-mode-sample.json(opens on GitHub)Not mirrored: opens on GitHub5.9 KiB
internal-support/dashboard-builder/assets/example_payloads/portfolio-sizing-mode-sample.json(opens on GitHub)Not mirrored: opens on GitHub5.3 KiB
internal-support/dashboard-builder/assets/example_payloads/production-complete-sample.json(opens on GitHub)Not mirrored: opens on GitHub2.0 KiB
internal-support/dashboard-builder/assets/example_payloads/production-missing-source-fails-sample.json(opens on GitHub)Not mirrored: opens on GitHub1.1 KiB
internal-support/dashboard-builder/assets/example_payloads/production-unresolved-citation-fails-sample.json(opens on GitHub)Not mirrored: opens on GitHub1.3 KiB
internal-support/dashboard-builder/assets/example_payloads/scenario-sensitivity-sample.json(opens on GitHub)Not mirrored: opens on GitHub5.9 KiB
internal-support/dashboard-builder/references/earnings-dashboard-feedback-map.md(opens on GitHub)Not mirrored: opens on GitHub3.8 KiB
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internal-support/dashboard-builder/scripts/validate_payload.py(opens on GitHub)ScriptNot mirrored: opens on GitHub1.3 KiB
internal-support/excel-data-cleaner/INTERNAL.md(opens on GitHub)Not mirrored: opens on GitHub5.7 KiB
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internal-support/excel-data-cleaner/references/examples.md(opens on GitHub)Not mirrored: opens on GitHub3.7 KiB
internal-support/excel-data-cleaner/references/workbook-output-spec.md(opens on GitHub)Not mirrored: opens on GitHub4.5 KiB
internal-support/excel-data-cleaner/scripts/clean_tabular_data.py(opens on GitHub)ScriptNot mirrored: opens on GitHub34.6 KiB
internal-support/excel-data-cleaner/scripts/profile_tabular_data.py(opens on GitHub)ScriptNot mirrored: opens on GitHub16.6 KiB
internal-support/excel-data-cleaner/scripts/requirements.txt(opens on GitHub)Not mirrored: opens on GitHub43 B
internal-support/excel-data-cleaner/scripts/workbook_formatting.py(opens on GitHub)ScriptNot mirrored: opens on GitHub3.0 KiB
internal-support/financial-source-of-truth/INTERNAL.md(opens on GitHub)Not mirrored: opens on GitHub9.8 KiB
internal-support/financial-source-of-truth/references/citation-and-ledger-format.md(opens on GitHub)Not mirrored: opens on GitHub6.7 KiB
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internal-support/financial-source-of-truth/references/staleness-and-conflicts.md(opens on GitHub)Not mirrored: opens on GitHub6.1 KiB
internal-support/financial-source-of-truth/scripts/validate_evidence_ledger.py(opens on GitHub)ScriptNot mirrored: opens on GitHub9.5 KiB
internal-support/policy.md(opens on GitHub)Not mirrored: opens on GitHub3.4 KiB
internal-support/quartr-provider-guide/INTERNAL.md(opens on GitHub)Not mirrored: opens on GitHub3.1 KiB
internal-support/quartr-provider-guide/references/connector-playbook.md(opens on GitHub)Not mirrored: opens on GitHub9.8 KiB
internal-support/quartr-provider-guide/references/workbook-mode.md(opens on GitHub)Not mirrored: opens on GitHub1.2 KiB
internal-support/sector-context-overlay/INTERNAL.md(opens on GitHub)Not mirrored: opens on GitHub7.1 KiB
internal-support/sector-context-overlay/references/banks/archetypes.md(opens on GitHub)Not mirrored: opens on GitHub3.9 KiB
internal-support/sector-context-overlay/references/banks/kpi-cheat-sheet.md(opens on GitHub)Not mirrored: opens on GitHub3.2 KiB
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internal-support/sector-context-overlay/references/biotech-pharma/archetypes.md(opens on GitHub)Not mirrored: opens on GitHub4.4 KiB
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internal-support/sector-context-overlay/references/biotech-pharma/output-overlays.md(opens on GitHub)Not mirrored: opens on GitHub6.4 KiB
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internal-support/sector-context-overlay/references/biotech-pharma/source-hierarchy.md(opens on GitHub)Not mirrored: opens on GitHub3.0 KiB
internal-support/sector-context-overlay/references/biotech-pharma/valuation-rules.md(opens on GitHub)Not mirrored: opens on GitHub2.0 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/archetypes.md(opens on GitHub)Not mirrored: opens on GitHub4.9 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/kpi-cheat-sheet.md(opens on GitHub)Not mirrored: opens on GitHub5.6 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/model-architecture.md(opens on GitHub)Not mirrored: opens on GitHub2.9 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/modeling-rules.md(opens on GitHub)Not mirrored: opens on GitHub6.7 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/output-overlays.md(opens on GitHub)Not mirrored: opens on GitHub6.4 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/red-flags.md(opens on GitHub)Not mirrored: opens on GitHub2.2 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/source-hierarchy.md(opens on GitHub)Not mirrored: opens on GitHub2.8 KiB
internal-support/sector-context-overlay/references/consumer-internet-marketplaces/valuation-rules.md(opens on GitHub)Not mirrored: opens on GitHub2.0 KiB
internal-support/sector-context-overlay/references/exchanges-market-infrastructure/archetypes.md(opens on GitHub)Not mirrored: opens on GitHub3.7 KiB
internal-support/sector-context-overlay/references/exchanges-market-infrastructure/kpi-cheat-sheet.md(opens on GitHub)Not mirrored: opens on GitHub5.7 KiB
internal-support/sector-context-overlay/references/exchanges-market-infrastructure/model-architecture.md(opens on GitHub)Not mirrored: opens on GitHub1.6 KiB
internal-support/sector-context-overlay/references/exchanges-market-infrastructure/modeling-rules.md(opens on GitHub)Not mirrored: opens on GitHub4.7 KiB
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internal-support/sector-context-overlay/references/exchanges-market-infrastructure/valuation-rules.md(opens on GitHub)Not mirrored: opens on GitHub2.5 KiB
internal-support/sector-context-overlay/references/insurance/archetypes.md(opens on GitHub)Not mirrored: opens on GitHub3.9 KiB
internal-support/sector-context-overlay/references/insurance/kpi-cheat-sheet.md(opens on GitHub)Not mirrored: opens on GitHub3.3 KiB
internal-support/sector-context-overlay/references/insurance/model-architecture.md(opens on GitHub)Not mirrored: opens on GitHub1.9 KiB
internal-support/sector-context-overlay/references/insurance/modeling-rules.md(opens on GitHub)Not mirrored: opens on GitHub4.9 KiB
internal-support/sector-context-overlay/references/insurance/output-overlays.md(opens on GitHub)Not mirrored: opens on GitHub5.1 KiB
internal-support/sector-context-overlay/references/insurance/red-flags.md(opens on GitHub)Not mirrored: opens on GitHub2.0 KiB
internal-support/sector-context-overlay/references/insurance/source-hierarchy.md(opens on GitHub)Not mirrored: opens on GitHub2.4 KiB
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internal-support/sector-context-overlay/references/oil-gas-ep/archetypes.md(opens on GitHub)Not mirrored: opens on GitHub3.7 KiB
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Requirements and compatibility

Written for: OpenAI Codex

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Needs: Needs Python