Analyze earnings and update your investment thesis with Codex

See how the public equity investing plugin for Codex turns a company’s latest quarter into a post-earnings analysis.

Using connected data from sources like Quartr, Daloopa, and S&P Global, Codex evaluates a company’s growth drivers, guidance, margin trends, and quality of print. It then packages the analysis into bull, base, and bear cases, a monitoring checklist, and can create detailed Excel workbooks or presentation-ready PowerPoint decks.

More than 5 million people now use Codex every week, with researchers, investors, and bankers and operators among the fastest-growing users.

Learn more: https://openai.com/index/codex-for-ev…

Try the plugin today: https://chatgpt.com/plugins/share/8f2…

The Codex public equity investing plugin enhances financial research by integrating with several high-quality, trusted third-party data providers. As highlighted in the video (0:33 – 0:42), these primary sources include:

Quartr: Used for accessing firsthand investor relations data, such as earnings call audio, transcripts, and official company filings.
Daloopa: Provides structured, audit-ready financial metrics and historical data, which are essential for normalizing financials and updating investment models.
S&P Global: Supplies comprehensive market intelligence, including detailed estimates and machine-readable data for valuation and comparative analysis.
Public Web Search: Used in conjunction with these databases to track real-time market reactions, sentiment, and outside commentary.

Analyze earnings and update your investment thesis with Codex

Using OpenAI’s Public Equity Investing Plugin for Codex streamlines earnings season by integrating data from third-party partners like Daloopa, S&P Global, and FactSet into a central workspace. Rather than manually parsing scattered documents, you can automatically verify what has changed, build scenario models, and update your active investment theses. [1, 2]

Here is how you can use Codex to systematically analyze earnings and update your investment thesis.

1. Ingest Quarterly Earnings Data

Codex pulls from specialized platforms to compile comprehensive financial inputs instantly. [2]

Earnings Call Transcripts: Pulls live question-and-answer context from Quortr.
Core Metrics: Normalizes complex income statement adjustments through Daloopa data pipelines.
Consensus Estimates: Evaluates forward expectations using S&P Global and FactSet benchmarks.
Sentiment & Market Reaction: Collects public web searches and analyst notes to measure market sentiment. [1, 2, 3, 4]

2. Evaluate Core Trajectory Changes

Instead of reading through text-heavy disclosures, use Codex to generate a structured core checklist: [1]

Quality of Earnings: Identifies if beats were driven by non-recurring events or sustainable organic demand.
Operating Trajectory: Tracks consecutive quarter-over-quarter margins, cost efficiencies, and guidance revisions.
Evidence Review: Flags whether management fulfilled key performance indicators promised in previous quarters. [1, 5]

3. Update the Investment Thesis Narrative [6]

Use Codex’s Annotations feature to refine your core thesis asset without rewriting the entire document. [6, 7]

Targeted Refinement: Highlight a specific projection or sector view and instruct Codex to update just that variable based on the newest actual figures. [6, 7]
Traceability Mapping: Select any updated claim to reveal its underlying source transcript or metric table. This ensures a verifiable audit trail for compliance and risk tracking. [6, 7]

4. Stress Test via Scenario Planning [8]

Codex helps you shift from static spreadsheet modeling into multi-variable scenario testing. [2, 8]

Bull, Base, & Bear Frameworks: Builds distinct forecasting adjustments based on the newest earnings guidance sensitivities.
Interactive Codex Sites: Converts financial metrics into an accessible, shareable dashboard URL so your investment committee can toggle variables in real-time. [1, 9]

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