Public equity research
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. More
What you can ask Build a deep NVIDIA pre-earnings preview: expectations, KPIs, margin debates, scenarios, and management questions. Copy
Example path fixed_income_scenario_analytics Earnings-Preview skill
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. MCP connector Server URL https://mcp.slack.com/mcpCopy Login OAuth Tools Reads data319 adc_ adc_ adc_ bond_ bond_ cofbox controversial_ controversy_ credit_ discover_ discover_ discover_ discover_ download_ entity_ equity_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ fetch fetch fetch_ fetch_ fetch_ fetch_ fetch_ fetch_ fetch_ fetch_ fetch_ find_ fixed_ fixed_ fixed_ fixed_ fixed_ fixed_ fixed_ fx_ fx_ fx_ fx_ fx_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ ghg_ global_ historical_ important_ inflation_ InSync_ InSync_ InSync_ InSync_ InSync_ interest_ ir_ ixm_ ixm_ ixm_ ixm_ ixm_ ixm_ ixm_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ lpc macroeconomics_ macroeconomics_ macroeconomics_ mcp_ morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- news_ openrisk option_ option_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ price_ product_ product_ qa_ qa_ qa_ read_ read_ read_ resolve_ resolve_ resolve_ resolve_ resolve_ resolve_ resolve_ resolve_ resolve_ resolve_ resolve_ search search search_ search_ search_ search_ search_ search_ search_ search_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ starmine_ sustainalytics_ sustainalytics_ sustainalytics_ sustainalytics_ sustainalytics_ symbology_ tapesmith_ tapesmith_ third_ transcripts validate_
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Skills 23 in the ChatGPT listing
Catalyst Calendar Use when building public-equity-investing catalyst calendars. Company Tearsheet Use when creating source-backed public issuer tearsheets. Comps Valuation Produce Public Equity Investing comparable-company valuation in report or workbook mode. DCF Model Builder Use when building public-equity DCF valuation workbooks. Deck & Report QC Use when running first-pass QC on Public Equity Investing decks or reports. Earnings Deep Dive & Summary Use when analyzing public-company earnings after results, guidance, transcript, or call commentary. Earnings-Preview Use when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Economic Impact Report Use when translating a specific event, policy change, macro shock, or industry development into public-equity issuer, sector, earnings, valuation, positioning, and portfolio implications. Equity Model Update Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Event Driven Analyzer Use when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Financials Normalizer Use when normalizing public-company financials from source materials. Idea Generation Use when triaging public-equity idea candidates. Initiating Coverage Use when building public-equity-investing initiating coverage reports. Long Short Pitch Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Meeting Prep Use when creating Public Equity Investing meeting prep briefs. Public Equity Investing Memo Builder Use when drafting or reviewing formal public-equity investment memos. Model Audit Tie-out Use when auditing existing Public Equity Investing models or spreadsheets. Portfolio Risk Management Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Public Equity Investing 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. Scenario & Sensitivity Generator Use when turning a public-equity base case, model, thesis, event, or catalyst into scenario skew, sensitivity, breakpoint, and PM action-threshold analysis. Thesis Tracker Use when building or updating Public Equity Investing thesis trackers. Three Statement Model Builder Use when building public-equity three-statement operating model workbooks. Public Equity Investing User Context Initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. 
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