Concordal
Research loop
Public Equity Operating System · 23 workflows

Full Public Equity Investing integration · Evidence before conclusions

Maps all 23 workflows in OpenAI Public Equity Investing v0.1.31. Concordal keeps research methods separate from discovery snapshots, public market data, company financials and decision history: sources freeze first, and outputs with unknown evidence IDs or failed validation are suppressed.

Optional quant enhancement layer

The 23 original research workflows below remain unchanged. After fundamental, sector, catalyst, and thesis work, use the quant layer to cross-check factor state, peer strength, signal history, and mechanical five-session conditions. It never overwrites the original research.

Open quant enhancement
Public Equity Investing · OpenAI · v0.1.31

One public-equity operating system from idea to portfolio review

All 23 workflows share one evidence contract: freeze sources before analysis, bind every claim to evidence IDs, keep missing data missing, and suppress failed outputs.

23
workflows
6
stages
SAFE
catalog
How to use it

Each run answers one bounded question and preserves the evidence chain through review.

01
Choose a workflow

Choose the stage that matches the question: discover, underwrite, events, conviction, risk, or operate.

02
Provide bounded input

Enter a ticker, bounded universe, research question, or source-note summary. Do not prefill unknown facts.

03
Freeze evidence and run

The system freezes an evidence-ID source pack before analysis; generation cannot add evidence retroactively.

04
Use validated output

Only validated outputs move into decisions, catalyst monitoring, and review. Failed outputs remain suppressed.

Discover
3
Underwrite
5
Events
4
Conviction
4
Risk
3
Operate
4
Connectable sources (not proof of current authorization)FactSetMorningstarLSEGS&P GlobalPitchBookQuartrDaloopaAlpacaThird Bridge+6
Dedicated deep workbenches
Per-ticker
Multi-ticker
Sector & Screen