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SkillMaxx / Other / Public Equity Investing
Public Equity Investing
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 investment memos.
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No official Claude Code instructions yet. We haven't found docs saying this works in Claude Code.
Know it works? Tell us →Tested ✓✓ Verified from docsOfficial docs ↗
codex plugin add public-equity-investing@openai-curatedTested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Tested from a local mirror of the official openai/plugins marketplace, because the CLI reserves the official name for signed-in users.
Log excerpt
Added plugin `public-equity-investing` from marketplace `openai-plugins-mirror`. Installed plugin root: /home/sbx/.codex/plugins/cache/openai-plugins-mirror/public-equity-investing/0.1.31 $ verify: public-equity-investing@openai-plugins-mirror installed, enabled 0.1.31 /workspace/agents/codex-mirror/plugins/public-equity-investing
1 run, latest 2026-10-16
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No official Cursor instructions yet. We haven't found docs saying this works in Cursor.
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No official Pi instructions yet. We haven't found docs saying this works in Pi.
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View on GitHub ↗Public Equity Investing Plugin
Public Equity Investing supports listed-company research, equity valuation, earnings analysis, event-driven equity work, sector/thematic equity context, catalyst tracking, position sizing, hedge analysis, thesis monitoring, dashboards, workbooks, and investor-facing equity research artifacts.
This plugin should be Public Equity Investing-first. Shared core skills may be reused from other plugins, but active routing and handoffs in this tree should point to skills installed inside this plugin unless a dependency is explicitly marked as optional or cross-plugin. Credit-first work routes to the sibling Credit Markets plugin.
Get started
Try asking:
@Public Equity Investing Help me get started with a first listed-equity task
The plugin will route through the Public Equity Investing router, select the focused workflow, and ask for or connect only the source categories needed for that workflow. You can also start directly with a ticker, issuer, position, portfolio file, transcript, filing, earnings event, catalyst, model, uploaded file, exported workbook, pasted notes, or public evidence.
Example workflows
| Workflow | Try this | Skill | Result |
|---|---|---|---|
| Prepare for earnings | Build a pre-earnings preview for this public company. |
earnings-preview |
An investor-facing preview with expectation bar, key debates, scenarios, and call questions |
| Analyze a post-print move | Turn this earnings release and transcript into a thesis-impact deep dive. |
earnings-deep-dive |
A post-earnings report with model, valuation, thesis, and action implications |
| Build a long/short pitch | Create a long/short pitch with catalysts, valuation, risk/reward, and exit rules. |
long-short-pitch |
A PM-facing trade pitch with variant perception, catalyst path, and risk controls |
| Update a model | Flow these actuals and guidance through my public-equity model. |
equity-model-update |
An updated workbook or change log with source-to-cell posture and thesis impact |
| Track catalysts | Build a 90-day catalyst calendar for this position. |
catalyst-calendar |
A dated catalyst view with confirmed/inferred timing, evidence, and monitoring actions |
| Review risk and sizing | Assess whether I should add, trim, hedge, or exit this position. |
portfolio-risk-management |
A sizing or hedge decision report with triggers, constraints, and evidence gaps |
Preview from the source repo. Images are removed.
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