Public Equity Investing

Make sense of market and company information, pressure-test investment theses, and track what is changing.

When to use this plugin

Use Public Equity Investing when you need to review earnings, compare companies, track signals, assess whether an investment thesis is strengthening or weakening, update valuation work, generate ideas, or prepare investor-facing research artifacts. It is designed for long-only investors, long/short teams, sell-side research, event-driven investors, and ETF or index diligence. Use Credit Markets instead when the core question is about debt securities, spreads, yields, covenants, distressed recovery, or creditworthiness.

Optional onboarding

Ask XpertAI:

@Public Equity Investing Help me get started

Public Equity Investing has an optional onboarding flow that helps you save useful output and audience defaults, choose the tools and sources to use, decide whether to add a weekday source check, and pick a first workflow.

Optional onboarding is an interactive, step-by-step conversation that runs only when you ask for it. XpertAI will guide you through setup, ask for approval before making changes, and help you try a first workflow.

You can also skip setup and start any workflow directly.

Example workflows

Hero workflows are bolded.

| Workflow | Try this | Skill | Result | | --- | --- | --- | --- | | Create a company tearsheet | Build a public-equity tearsheet for this issuer | company-tearsheet | A source-backed issuer profile for screening, monitoring, or meeting context | | Prepare an earnings preview | Build a pre-earnings preview with the expectation bar, scenarios, and call questions | earnings-preview | A full preview report covering expectations, KPI setup, scenarios, credibility, and decision-relevant questions | | Analyze earnings results | Analyze this quarter's results and transcript against the pre-print debate | earnings-deep-dive | A post-earnings deep dive covering the print, guidance, transcript, thesis read-through, and action implications | | Build initiating coverage | Build an initiating-coverage report for this listed company | initiating-coverage | A structured equity-research report with sources, thesis, valuation, risks, and monitoring priorities | | Draft an investment memo | Turn this analysis into a formal public-equity investment memo | memo-builder | An investment memo, PM update, committee note, client note, or research update grounded in the available evidence | | Build a long or short pitch | Build a PM-facing long pitch with variant perception, catalysts, and exit rules | long-short-pitch | A trade pitch covering what is mispriced, why now, proof points, thesis killers, sizing considerations, and action thresholds | | Generate ideas | Screen this sector for the most interesting public-equity ideas to investigate | idea-generation | A triage report for candidate ideas, market maps, or watchlist review | | Track a thesis | Build a thesis tracker with milestones, risks, and evidence updates | thesis-tracker | A monitoring view of what proves, weakens, or kills the thesis over time | | Prepare for a meeting | Prepare an investor meeting brief for this company | meeting-prep | A focused public-equity meeting brief with source-backed context and questions | | Build a DCF | Build a public-equity DCF workbook for this issuer | dcf-model-builder | A valuation workbook with assumptions, sensitivities, sources, and decision-relevant outputs | | Build a three-statement model | Build a public-company three-statement operating model | three-statement-model-builder | An integrated operating-model workbook with statements, drivers, checks, and scenarios | | Build a comps valuation | Build a public-equity comps analysis and explain the valuation read-through | comps-valuation | A report or workbook covering peers, multiples, implied prices, refreshable tables, and valuation debate | | Update an equity model | Flow these actuals into a copy of the model and show the change log | equity-model-update | An updated XLSX model copy with source-to-model mapping and support logs | | Normalize public-company financials | Normalize these reported financials into model-ready schedules | financials-normalizer | Clean public-company financial schedules with source mapping and QA flags | | Audit a model | Audit this public-equity model and identify the critical readiness issues | model-audit-tieout | A model-audit report covering source tie-outs, blockers, sensitivities, permitted use, and remediation sequence | | Build a scenario analysis | Turn this thesis into upside, base, downside, and breakpoint scenarios | scenario-sensitivity-generator | A scenario and sensitivity package with PM action thresholds | | Build a catalyst calendar | Build a 90-day catalyst calendar for this company | catalyst-calendar | A polished monitoring calendar for dated events, windows, milestones, and thesis implications | | Analyze an event path | Analyze the probability, payoff, and expected-return paths for this event | event-driven-analyzer | An event report covering scenarios, timing, probabilities, payoffs, and decision implications | | Translate an external development | Explain how this policy change affects the sector and the most exposed issuers | economic-impact-report | An issuer and sector impact report covering earnings, valuation, positioning, and portfolio implications | | Size a position or hedge | Build a position-sizing and hedge plan for this listed-equity thesis | portfolio-risk-management | A thesis-aware risk plan covering sizing, hedges, causal risks, and action thresholds | | QC a deck or report | Run a first-pass QC review on this investor report | deck-report-qc | A circulation-focused review of research materials, with issues to resolve before sharing |

Integrations

Public Equity Investing can use available tools when they are connected:

| Source | Supported integrations | What they unlock | | --- | --- | --- | | Market and company data | FactSet, LSEG, S&P, Moody's, Morningstar, Daloopa, Quartr | Source-backed company research, market context, financial analysis, valuation, transcripts, and earnings work | | Research and diligence context | PitchBook, Third Bridge, Datasite, Hebbia | Additional company, industry, expert, diligence, and source-document context when available | | Brokerage context | Alpaca | Available portfolio or market context for supported workflows | | Collaboration and documents | Slack, Google Drive, Gmail, Outlook Email, SharePoint, Microsoft Teams | Research inputs, source documents, internal context, and controlled handoff |

Connected sources improve grounding, but you can also begin with uploaded files, exported data, pasted excerpts, existing workbooks, and manually provided assumptions.