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Public Equity Investing

Public equity research

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Public Equity InvestingBuild a deep NVIDIA pre-earnings preview: expectations, KPIs, margin debates, scenarios, and management questions.Public Equity InvestingCreate a Disney long/short pitch: streaming, parks, ESPN, capital allocation, valuation, catalysts, and downside risks.Public Equity InvestingBuild a Tesla catalyst and valuation brief: recent news, expectations, key debates, scenarios, risks, and an investment view.

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.

Apps

Slack

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PitchBook

Private capital market data

FactSet AI-Ready Data

Seamless Financial Data

Morningstar

Investment and market insights

LSEG

Data and analytics

S&P Global - Deterministic

Built for precise queries

Third Bridge

Expert-led enhanced insights

Daloopa

Financial KPIs with links

Quartr

Company research data

Alpaca

Market data: stocks & crypto

Google Drive

Work with Google Docs, Sheets, and Slides

Microsoft Outlook Email

Microsoft Outlook email for work conversations: search messages, summarize threads, draft replies, manage follow-ups.

Microsoft SharePoint

Microsoft SharePoint document sites and OneDrive files: find content, summarize docs, manage folders, share resources.

Microsoft Teams

Microsoft Teams workplace chat and collaboration: search messages, summarize threads, send replies, manage Planner tasks.

Skills

Catalyst CalendarCompany TearsheetComps ValuationDCF Model BuilderDeck & Report QCEarnings Deep Dive & SummaryEarnings-PreviewEconomic Impact Report
+15 more
Equity Model UpdateEvent Driven AnalyzerFinancials NormalizerIdea GenerationInitiating CoverageLong Short PitchMeeting PrepPublic Equity Investing Memo BuilderModel Audit Tie-outPortfolio Risk ManagementPublic Equity InvestingScenario & Sensitivity GeneratorThesis TrackerThree Statement Model BuilderPublic Equity Investing User Context

Information

Capabilities
Interactive, Read, Write
Developer
OpenAI
Category
Finance
Website
Version
0.1.31
Privacy Policy
Terms of Service

This plugin may contain one or more apps, as listed above. When connected to an app, ChatGPT may share relevant chats and memories with the app to help provide context for your requests. An app’s use of this data is subject to their terms and privacy policy, which can be found on the app’s page. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more

Note on Google apps: This plugin may contain one or more Google apps, as listed above. Any data synced from these apps may be used to provide you with relevant and personalized information. We do not train generalized models on this data or derivations of it, except those submitted in feedback or included in ChatGPT’s response. You can delete your conversations, which will also delete any app data used in those conversations. Learn more