Codex Financial Research Suite

A local Codex plugin and skill bundle for financial analysis and equity research.

This repository packages a Codex plugin named financial-research-suite with 15 reusable skills covering valuation, earnings workflows, sector research, and idea generation.

Repository Layout

.agents/plugins/marketplace.json
plugins/financial-research-suite/
  .codex-plugin/plugin.json
  skills/

Included Skills

Financial analysis

• financial-analysis-router
• comps-analysis
• dcf-model
• lbo-model
• three-statement-model

Equity research

• equity-research-router
• earnings-analysis
• earnings-preview
• model-update
• morning-note
• sector-overview
• idea-generation
• catalyst-calendar
• thesis-tracker
• initiating-coverage

Quick Install

NPM installer

Use npx to install the plugin into your home-local Codex plugin directory:

npx codex-financial-research-suite-installer install

Useful companion commands:

npx codex-financial-research-suite-installer doctor
npx codex-financial-research-suite-installer uninstall

The npm installer:

• copies the plugin into ~/plugins/financial-research-suite
• creates or updates ~/.agents/plugins/marketplace.json
• registers the plugin in your home-local marketplace

If ~/.agents/plugins/marketplace.json does not already exist, the installer creates a marketplace named codex-financial-research-suite, so the install target becomes:

financial-research-suite@codex-financial-research-suite

If you already have a home-local marketplace, the plugin keeps that existing marketplace name and the installer prints the exact install target after setup.

Publish To npm With GitHub Actions

This repository includes a GitHub Actions workflow at .github/workflows/publish-npm.yml that publishes the npm package when a GitHub Release is published.

One-time npm setup

Before the workflow can publish, configure npm trusted publishing for this package:

1. Open npm package settings for codex-financial-research-suite-installer
2. Go to the trusted publisher section
3. Add GitHub Actions as the publisher
4. Use:
   • GitHub owner: wenjunjiecn
   • Repository: codex-financial-research-suite

This repo uses npm trusted publishing with GitHub OIDC, so you do not need to store an NPM_TOKEN secret in GitHub.

Release flow

1. Update package.json version
2. Push to main
3. Create a GitHub Release
4. The workflow publishes the package to npm automatically

You can also trigger the workflow manually from the GitHub Actions tab with workflow_dispatch.

Standard home-local install

Clone the repository and run the installer:

git clone https://github.com/wenjunjiecn/codex-financial-research-suite.git
cd codex-financial-research-suite
bash scripts/install-home-local.sh

This does three things:

• links plugins/financial-research-suite into ~/plugins/financial-research-suite
• creates or updates ~/.agents/plugins/marketplace.json
• registers the plugin in your home-local marketplace

Repo-local install

If you want to keep the plugin repo-scoped instead of home-scoped, use the marketplace file already included in this repository:

.agents/plugins/marketplace.json

The repo-local marketplace name is codex-financial-research-suite and the plugin entry points to:

./plugins/financial-research-suite

What to install in Codex

After the local marketplace is available, install the plugin using the marketplace name printed by the installer. On a clean setup, that target is:

financial-research-suite@codex-financial-research-suite

What The Plugin Covers

• Public market valuation workflows
• Earnings preview and post-print analysis
• Model refresh and target-price revision support
• Sector landscape work and stock idea sourcing
• Thesis maintenance and catalyst tracking
• Staged initiation-of-coverage support

Notes

• These skills are designed as research and analysis aids, not automated investment advice.
• The skills are intentionally lightweight so Codex can trigger them without loading oversized workflow docs.