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Plugin / OpenAI

Public Equity Investing Codex Plugin

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

Docs reviewedChecked 2026-09-20Runtime not tested

What it adds

Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what proves or kills the thesis, what to do next, and what evidence is missing. Use Credit Markets for credit instruments, creditworthiness, restructuring, distressed, recovery, spreads, yields, covenants, and debt security analysis.

public-equity-investingfactsetmorningstarlsegs&p globalpitchbookquartralpaca

Get set up

  1. Open Plugins in Codex and search for this plugin.
  2. Install it and complete any account authorization it asks for.
  3. Start a new thread to use it.
/plugins
Review before running
Read the installation source

Before you install

    Compatibility & limitations

    Documented for ChatGPT desktop app, Codex CLI, ChatGPT web

    Cursor: Not confirmed for Cursor.

      This listing is based on source documentation. We have not installed or runtime-tested this asset.

      How it fits together

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      Sources & provenance

      Reviewed 2026-09-20. Source revision: main (mutable; commit not pinned).