public-equity-investing Codex Plugin
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This is a Claude plugin that packages workflows for researching and analyzing publicly listed equities. Based on its manifest and README, it supports tasks such as earnings previews and post-earnings deep dives, valuation and financial model building or updates, long/short investment pitches, catalyst tracking, thesis monitoring, ETF/index constituent diligence, position sizing, hedge analysis, and investment memo drafting. It is aimed at long-only investors, hedge fund analysts and portfolio managers, sell-side research teams, and ETF/index diligence teams. An internal router directs requests to specialized skills covering earnings, modeling, event analysis, and risk management, producing outputs such as HTML reports, DOCX memos, or XLSX workbooks depending on the request. According to the README, credit-related analysis such as bonds, loans, and distressed debt is explicitly out of scope and is handled by a separate sibling plugin.
About the service
According to the plugin manifest's listed keywords, the plugin is designed to optionally work with external financial data and research platforms such as FactSet, Morningstar, LSEG, PitchBook, Daloopa, Alpaca, and Quartr. The README states that these connectors are only used when actually available in the runtime, and that the plugin otherwise relies on user-uploaded files, pasted excerpts, or exported spreadsheet data rather than assuming live access to these services.
What you can do with public-equity-investing
- Build pre-earnings previews and post-earnings deep-dive reports for a listed company
- Construct or update DCF, three-statement, and comparable-company valuation models
- Draft long/short investment pitches, investment memos, and initiation-of-coverage notes
- Track catalysts and monitor investment theses through calendars and scenario analysis
- Evaluate position sizing, hedging options, and overall portfolio risk
- Generate dashboards or workbook-style deliverables summarizing research findings
Sources
History of public-equity-investing
- Codex Plugin Added public-equity-investing