Public Equity Investing
Support company research and deal analysis.
- Capabilities
- Interactive, Read, Write
- Category
- Finance
- Developer
- OpenAI
- Website
- (opens in a new window)
How it works
Use Public Equity Investing in ChatGPT to support market scans, company research, diligence checklists, IC memos, and portfolio updates with structured analysis for human review.
What else can you do?
Accelerate company research
Public Equity Investing Build a PM-ready post-earnings deep dive for [TICKER] that separates what beat, what missed, what changed, and what would make us add, trim, or exit.
Structure diligence workflows
Public Equity Investing Turn these diligence notes for [company] into an issue list with workstreams, owners, open questions for management, and evidence still needed.
Draft investment materials
Public Equity Investing Pressure-test a long thesis on [TICKER] by identifying the variant perception, catalyst path, downside case, sizing guardrails, and thesis breakers.
What’s included
Apps
Slack
PitchBook
FactSet AI-Ready Data
- Morningstar
LSEG
S&P Global - Deterministic
Third Bridge
Daloopa
- 7 more
Skills
- Catalyst Calendar
- Company Tearsheet
- Comps Valuation
- DCF Model Builder
- Deck & Report QC
- Earnings Deep Dive & Summary
- Earnings-Preview
- Economic Impact Report
- 15 more
Resources
Add plugins in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
Explore related plugins
Data
Turn data into clear decisions.
Investment Banking
Build banking analysis and client-ready materials.
Daloopa
Access financial KPIs with source links.
LSEG
Access LSEG financial data for pricing and market analysis.
Morningstar
Access live market insights.
Alpaca
Execute trades and access live market data using natural language.
