Daloopa Plugin for Codex and ChatGPT Skills

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.

Related Repos

• 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.