OpenAI adds Codex plugins for equity and investment banking

OpenAI has added public equity investing and investment banking plugins to its Codex coding agent. The plugins let finance professionals run company analysis and prepare client-ready pitch materials without writing code.

The public equity investing plugin can review earnings reports, compare peer companies, track market and company signals, and assess whether an investment thesis is strengthening or weakening. It draws on data from Moody’s, Daloopa, Datasite, FactSet, LSEG, S&P, PitchBook and Hebbia.

The investment banking plugin can generate pitch decks, analyze comparable companies and transactions, and convert diligence findings into recommendations. It uses the same datasets for its analyses and presentations.

Both plugins are designed for no-code, agent-assisted workflows so analysts and bankers can apply the tools to modeling, screening and preparing materials for clients. OpenAI noted the tools are intended to reduce the need to gather and cross-reference multiple data sources manually.

OpenAI released additional plugins aimed at sales, data analytics, creative production and product design. The company listed planned role-specific plugins for corporate finance, private equity investing, marketing strategy, strategy consulting and legal, without providing a timeline for those releases.

The announcement follows rival activity in financial services. In May, Anthropic introduced ten financial-services agents targeted at Wall Street.

Codex’s user base has expanded since OpenAI launched a desktop app in February. OpenAI reported more than five million weekly active Codex users, a more than sixfold increase. Developers remain the largest user group, while knowledge workers represent about 20% of users and are growing at a faster rate.

Separately, OpenAI previewed an integration with account-aggregation firm Plaid that will let ChatGPT users connect multiple financial accounts for tasks such as spending analysis and future financial planning.

OpenAI described the plugins as relying on partnerships with established financial-data vendors to supply filings and facts used in analysis and presentation generation, and said those data connections are intended to ensure outputs draw on verified sources rather than relying only on the model’s internal knowledge.