OpenAI Codex security directory

Public Equity Investing

Published by OpenAI

High risk

Supports research on listed companies, equity investments and portfolios. Analyze earnings, valuations, catalysts and scenarios, or build and audit financial models. Create investment memos, pitches and thesis trackers with source evidence and assumptions.

Security assessment

Plutonium assessed this plugin for permissions, capabilities, and security-relevant behavior.

  • HTML deliverable QA uses local headless-browser capture: Can programmatically control a browser, including navigation, form input, clicks, capture, or page inspection.
  • Connected Google Drive actions and explicit context reset can delete data: Can delete records, files, projects, messages, or resources that may be difficult to recover.
  • Workflows create and update extensive local financial artifacts: Can read, create, or change files on the local filesystem or in a selected project.
  • Can send data to external services: Can send prompts, files, queries, or connected-service data to an external service.
  • Hosted Drive, SharePoint and Slack apps can modify connected workspace objects: Can create or change persistent records, files, projects, permissions, settings, or credentials.
  • Research workflows read models, emails, chats and licensed financial sources: Can read private account, workspace, repository, message, analytics, or file data.
  • Hosted apps maintain provider OAuth and subscription connections: Uses credentials, OAuth grants, API keys, or tokens that may remain valid after the current session.
  • Financial workflows execute bundled Python materializers and validators: Can execute code, commands, scripts, unrestricted queries, or dynamic gateway actions.

Available capabilities

This add-on exposes 23 tools or capabilities.

  • catalyst-calendar
  • company-tearsheet
  • comps-valuation
  • dcf-model-builder
  • deck-report-qc
  • earnings-deep-dive
  • earnings-preview
  • economic-impact-report
  • equity-model-update
  • event-driven-analyzer
  • financials-normalizer
  • idea-generation
  • initiating-coverage
  • long-short-pitch
  • meeting-prep
  • memo-builder
  • model-audit-tieout
  • portfolio-risk-management
  • public-equity-investing
  • scenario-sensitivity-generator
  • thesis-tracker
  • three-statement-model-builder
  • user-context

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