Financial analysis skills powered by Daloopa institutional-grade financial data. This repo packages the Daloopa analyst workflows for Codex plugin use and ChatGPT skill uploads.

What This Includes

21 reusable financial analysis skills
Daloopa MCP configuration for Codex in .mcp.json
Codex plugin manifest in .codex-plugin/plugin.json
OpenAI skill UI metadata in each skill's agents/openai.yaml
ChatGPT packaging script that creates one uploadable skill zip per workflow

Prerequisites

Codex or ChatGPT with skills enabled
A Daloopa account
For Codex: access to the Daloopa MCP servers configured in .mcp.json
For ChatGPT: Daloopa MCP connector or equivalent Daloopa tool access enabled in the target workspace

Codex Usage

Validate the plugin locally:

python3 /Users/corymchattie/.codex/skills/.system/plugin-creator/scripts/validate_plugin.py /Users/corymchattie/Projects/daloopa-plugin-codex

Validate all source skills:

find skills -mindepth 1 -maxdepth 1 -type d -exec python3 /Users/corymchattie/.codex/skills/.system/skill-creator/scripts/quick_validate.py {} \;

This repo is ready to be added to a Codex marketplace or installed through the local Codex plugin workflow. The public plugin name is daloopa.

Start with:

Verify my Daloopa setup.
Create a tearsheet for AAPL.
Review MSFT earnings and guidance.
Build a DCF valuation for NVDA.

ChatGPT Skill Packages

Build one uploadable zip per skill:

python3 scripts/package_chatgpt_skills.py

The generated packages are written to:

dist/chatgpt-skills/

Each zip contains a self-contained skill folder with SKILL.md, agents/openai.yaml, and shared references copied into references/.

Available Skills

Skill	Description	Example prompt
`setup`	Verify Daloopa MCP connection and available workflows	Verify my Daloopa setup.
`tearsheet`	Quick one-page company overview	Create a tearsheet for MSFT.
`earnings-review`	Full earnings analysis with guidance tracking	Review AAPL earnings and guidance.
`earnings-prep`	Pre-earnings preparation report	Prepare me for NVDA earnings.
`earnings-flash`	Rapid first-read earnings flash	Draft an earnings flash for AAPL.
`guidance-tracker`	Track management guidance accuracy	Track NVDA guidance accuracy.
`bull-bear`	Bull/bear/base scenario framework	Create a bull-bear analysis for TSLA.
`industry`	Cross-company industry comparison	Compare AAPL, MSFT, GOOGL, and AMZN.
`inflection`	Detect metric accelerations and decelerations	Find AAPL's biggest inflections.
`capital-allocation`	Buybacks, dividends, shareholder yield	Analyze MSFT capital allocation.
`dcf`	DCF valuation with sensitivity analysis	Build a DCF for AAPL.
`comps`	Trading comparables and implied valuation	Run comps for AAPL.
`precedent-transactions`	Precedent M&A transaction analysis	Analyze precedent transactions for AAPL peers.
`supply-chain`	Supplier/customer dependency dashboard	Map AAPL's supply chain.
`research-note`	Professional research note	Generate a research note for AAPL.
`build-model`	Multi-tab Excel financial model	Build an Excel model for AAPL.
`comp-sheet`	Industry comp sheet Excel model	Build a comp sheet for AAPL.
`ib-deck`	Investment banking pitch deck	Create an IB deck for AAPL.
`initiate`	Coverage initiation report plus model	Initiate coverage on AAPL.
`unit-economics`	Bottoms-up unit economics decomposition	Analyze NFLX unit economics.
`working-capital`	Cash conversion and working-capital deep dive	Analyze AAPL working capital.

Data Sources

Daloopa MCP - Institutional-grade financial data from SEC filings, including income statements, balance sheets, cash flow, KPIs, guidance, segment breakdowns, documents, and stock prices.
Market data - Skills use Daloopa stock price data first, then other available tools or web search when needed.
Consensus estimates - Included when available; skipped or clearly labeled when unavailable.

Every Daloopa-sourced financial figure should include a citation link back to the original source.

This repo is the Codex and ChatGPT skills distribution.
The Claude distribution lives in the sibling daloopa-plugin-claude repo.
For enhanced infrastructure and application code, see github.com/daloopa/investing.

README.md