Financial Analysis
codexCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
20 skills · 1 MCP server
0
codex
Earnings Reviewer
Earnings call and filings to model update to note draft
Plugin earnings-reviewer in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (8)
audit-xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula erro
earnings-analysisCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-1
earnings-previewearnings-reviewerProcesses an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent.
model-updatemorning-notevisual-design-image-inspirationUse image generation for visual design in financial-services deliverables only. Trigger when the user says "use image generation for visual design" or asks for image-generation-based inspiration for a finance deck, presentation, slide, equity research exhibit, investment banking pitch, investor repo
xlsx-authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for headless Codex sessions with no open Office app.
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