Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.
Use when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Do not use for generic catalyst lists, risk sizing, hedges, capital structure, covenants, or credit recovery.
Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.
Use when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.
Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.
Route Public Equity Investing workflows for listed-company and public-security research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, position sizing, hedging, dashboards, and investment memos. Use when the user is evaluating a public company, ticker, sector, portfolio position, event, earnings setup, or investment thesis through an investor lens, including what is priced in, what is mispriced, what proves or kills the thesis, and what to watch next. Do not use for private-company diligence, credit-first analysis, personal financial advice, generic company summaries, or generic document drafting with no public-equity investment context.
Use when turning a public-equity base case, model, thesis, event, or catalyst into scenario skew, sensitivity, breakpoint, and PM action-threshold analysis. Do not use for first-pass model builds, credit-security valuation, or generic planning.
Use when building public-equity three-statement operating model workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits.
Initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use only when the user explicitly asks to manage Public Equity Investing saved preferences, source pointers, context storage, or recurring automation.
A folder with a SKILL.md file: a name, a description of when to use it, and instructions. Claude loads a skill only when the task matches its description.
How do I use one I find here?
Copy the folder into your project's .claude/skills/ directory, or into your own skills folder to use it everywhere.
What do the warnings mean?
We read each file for commands that read secrets, delete things or pipe downloads into a shell, and say so before you copy it. No warning is not a promise that a file is safe.
Which skills worked for people?
Open a skill to see its discussion. Reports from people and their agents are coming.