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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

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public-equity-investing factset morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager

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Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards,…

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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…

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Public Equity Investing

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Package name

public-equity-investing

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Publisher subtitle

Public equity research

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FinanceVersion 0.1.31
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Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

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financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings dates, earnings filings and call transcripts, dail… …ry across selected companies or regions. Search Distilla's Public Library of research documents and investing podcasts, with source details. A Distilla account is required. Screen requests create jobs that may take time to complete; other research calls also count against account usage.

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Plugin name

Distilla Investment Research

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Publisher subtitle

Financial and equity research

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Publisher capabilities · listing

…luation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts

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FinanceVersion 1.0.2
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Stock & ETF Research PanelALI SHOJAA transparent research panel for comparing stocks, ETFs, sectors, and illustrative portfolio ideas.

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Stock & ETF Research Panel

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Clear stock and ETF research

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investing stocks etfs valuation portfolio-analysis

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A transparent research panel for comparing stocks, ETFs, sectors, and illustrative portfolio ideas.

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Research stocks, ETFs, sectors, and standardized hypothetical portfolios through six modelled analytical perspectives and a separate risk challenge. Every panel result shows each participating role's…

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Education & ResearchVersion 2.5.9
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Ask Daniel BrainDaniel Brain

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Research Daniel Brain's engineering work with answers cited from his own sources: his resume, 20 posts, 7 conference talks, 2 patents, press coverage, Hacker News discussions and 23 open-source READMEs. Useful when you are hiring, investing, interviewing or writing about him, or learning from his work on cross-domain JavaScript, payments and agent checkout. Ask a question and ChatGPT answers from those sources and links each on…

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Research Daniel Brain's work

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Research Daniel Brain's engineering work with cited answers from his resume, posts, talks, patents, press and open-source code, plus a browsable library, briefings and update notifications.

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ProductivityVersion 1.3.4
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InvestboardInvestboard

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…rlap and concentration, and understand diversification and historical correlations. Start with your investing.md policy, research notes or reports, or connect your Investboard account to read your mandate, holdings, available analytics, saved checks, theses and journal entries. Try prompts like: - Help me understand my…

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Second brain for investing

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investing second brain investment strategy investment decisions investment thesis portfolio intelligence portfolio diversification fund overlap

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Publisher description

Second brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant.

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FinanceVersion 2.1.0
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Theia InsightsTheia Insights, Ltd.Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics...

Publisher subtitle

Thematic investing data

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Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure s…

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FinanceVersion 1.0.0
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FilingSpyFilingSpy LLCSEC filing data as read-only tools: superinvestor 13F portfolios, insider trades, as-filed financial statements and filing text.

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sec edgar 13f insider trading financial statements 10-k investing research

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FinanceVersion 1.0.2
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QuantralQuantralRead Quantral's conversation signal scores, recaps, stories, author track records and tracked strategies for public companies.

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stocks market sentiment social signals investing research

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FinanceVersion 1.1.0
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Revelata deepKPIRevelata, Inc.Equity research and fundamental analysis skills powered by Revelata deepKPI.

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equity research investing financial data Excel models financial analysis financial modeling financial statements sec kpi fundamentals filings

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Equity research and fundamental analysis skills powered by Revelata deepKPI.

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Agent skills for fundamental equity research and analysis of US public companies. Includes KPI lookup and retrieval, SEC filing retrieval, company tearsheets, automatic operating models, seasonality analysis, implied metrics, benchmarki…

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FinanceVersion 1.1.0
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TickerTracTickerTracReview your saved TickerTrac theses and check an assumption against exact retained evidence, read-only by default, with owner-approved re...

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investing thesis evidence sec-filings earnings-calls research-memory

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1 more matching sources

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…insufficient or unavailable, with verbatim citations. What it does not do: it never performs fresh research, buys model work or fetches the web. Every read returns retained records only, with explicit partial or unavailable coverage. Your saved thesis is the authority; the assistant's reading is la…

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FinanceVersion 0.1.2
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AnalyzeraAnalyzera ABResearch stocks and funds, build and backtest portfolio strategies, and see how your accounts behave, with Analyzera.

Publisher keywords · listing

investing portfolio backtest stock screener risk

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Research stocks and funds, build and backtest portfolio strategies, and see how your accounts behave, with Analyzera.

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Analyzera brings an investment research and portfolio-construction platform into ChatGPT. Browse Analyzera's strategy catalogue and your own strategies and accounts in an interactive dashboard with tabs for returns, outlook, weight…

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FinanceVersion 1.0.0
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Argovance Personal & LifeSTEFFEN CLAUS

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…al planning, chief-of-staff support, personal productivity, learning, health, food, fitness, money, investing research, career development, mindset, relationships, family, home, travel, music, entertainment, shopping, hobbies, pets, digital safety and life administration. ChatGPT routes each request to the sm…

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ProductivityVersion 1.0.2
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Overview - Market IntelligenceOverview Data

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Understand your ecommerce market with proprietary product and advertising data. Research your next dropshipping product with a clearer view of the competition. Overview - Ecommerce Market Intelligence gives you proprietary product and advertising data to understand what competing… …derlying observations. Bring better evidence to your product selection and creative planning before investing in a test. Built for ecommerce sellers, dropshippers and marketers who want more visibility into their market. Overview supplies the proprietary data; you decide what it means for your busin…

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Ad spy and ecommerce product research for dropshipping: understand competitor products, ads and market opportunities with Overview data.

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Data & AnalyticsVersion 0.1.4
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