OpenAI
6/12/2026

Analyze earnings and update your investment thesis with Codex
Short summary
OpenAI launched a public equity investing plugin for Codex that analyzes company earnings using connected data from Quartr, Daloopa, and S&P Global. The plugin generates bull, base, and bear case analyses, monitoring checklists, and exportable reports for Excel and PowerPoint. With 5M+ weekly users, it serves researchers, investors, and financial professionals automating earnings analysis.
- •New Codex plugin automates earnings analysis and investment thesis building
- •Integrates Quartr, Daloopa, and S&P Global data sources
- •Outputs bull/base/bear cases, checklists, and exportable presentations
Generated with AI, which can make mistakes.
Is this a good recommendation for you?



