MARKET RESEARCH

Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,474 plugins across 14 categories.

Finance plugins 90

1–36 of 90

All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.

Discover Codex plugins by task and category
Plugin / developer	Category	Follow
Bizora Tax ResearchBizora Inc.Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question ... Plugin name Bizora Tax Research Show in context → 2 more matching sources Publisher subtitle Research tax questions Show in context → Publisher description Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority r… Show in context →	FinanceVersion 1.0.0	View details →
Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning... Plugin name Distilla Investment Research Show in context → 5 more matching sources Publisher subtitle Financial and equity research Show in context → Publisher capabilities · listing …luation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts Show in context → Publisher keywords · listing financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp Show in context → Publisher description Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks… Show in context → Publisher full description Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings dates, earnings filings and call transcripts, dail… Show in context →	FinanceVersion 1.0.2	View details →
Lexplorer Swiss Tax ResearchLexplorerLexplorer searches Swiss tax law with verified, citable sources: federal tax acts (DBG, MWSTG, StHG, VStG, stamp duties), the tax acts of... Plugin name Lexplorer Swiss Tax Research Show in context → 2 more matching sources Publisher subtitle Research Swiss tax law Show in context → Publisher description …ESTV and SSK circulars, VAT publications), plus commentary and academic doctrine. ChatGPT plans the research the way a tax professional would: statute first, then administrative practice and doctrine, and for cantonal questions the sources of the right canton — every key statement with a precise cit… Show in context →	FinanceVersion 1.0.1	View details →
Nomas Researchnomas researchNomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider ... Plugin name Nomas Research Show in context → 2 more matching sources Publisher nomas research Show in context → Publisher description Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only ret… Show in context →	FinanceVersion 1.0.0	View details →
AIR Credit IntelligenceAIR Platforms, Inc.AIR Credit combines powerful machine learning credit intelligence with AI agents directly inside ChatGPT. Instantly assess companies, unc... Publisher subtitle Research credit risk instantly Show in context →	FinanceVersion 1.0.0	View details →
ALPHAPORT.AIGTO Holdings LLCBring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs... Publisher subtitle Financial research & pipelines Show in context → 1 more matching sources Publisher description Bring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your accou… Show in context →	FinanceVersion 1.2.0	View details →
Análise de FIIsAnálise de FIIsResearch and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices,... Publisher subtitle Brazilian REIT research Show in context → 1 more matching sources Publisher description Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, dis… Show in context →	FinanceVersion 1.0.0	View details →
Bigdata.comRavenPackBigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies... Publisher subtitle Finance research, news & data Show in context → 1 more matching sources Publisher description Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst… Show in context →	FinanceVersion 10.0.0	View details →
Clear StreetClear Street, LLC.Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along w... Publisher subtitle Research and Analyze Stocks Show in context → 1 more matching sources Publisher description …sitions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies. Show in context →	FinanceVersion 1.0.0	View details →
Co-InvestLiquidCo-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, po... Publisher subtitle Research global markets 24/7 Show in context → 1 more matching sources Publisher description Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunitie… Show in context →	FinanceVersion 1.0.0	View details →
DayTrading.MonstertsetsugekkaResearch stocks and market developments across China, Japan, and the United States using available public information. Explore stock move... Publisher subtitle Research CN, JP and US stocks Show in context → 2 more matching sources Publisher keywords · listing markets stocks trading research china japan us gamma Show in context → Publisher description Research stocks and market developments across China, Japan, and the United States using available public information. Explore stock moves, macro context, market sentiment, and technical structure, an… Show in context →	FinanceVersion 0.1.11	View details →
ElevenFloElevenFlo Inc.ElevenFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filin... Publisher subtitle Bankruptcy data & research Show in context → 1 more matching sources Publisher description ElevenFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metada… Show in context →	FinanceVersion 3.0.0	View details →
FinmagineFinmagineIndian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), ma... Publisher subtitle Indian & US stock research Show in context → 1 more matching sources Publisher description Indian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intel… Show in context →	FinanceVersion 1.0.1	View details →
Fiscal.aiFiscal.aiFiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, seg... Publisher subtitle Research public companies Show in context → 1 more matching sources Publisher description Fiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai accoun… Show in context →	FinanceVersion 3.0.0	View details →
Gate InfoGateGate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (includi... Publisher subtitle Crypto market research data Show in context → 1 more matching sources Publisher description Gate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (including batch), Gate candlesticks, order book depth, and recent trades across spot, futures, delivery, and options where… Show in context →	FinanceVersion 1.0.0	View details →
GlobalSource PartnersGlobalSource Partners, Inc.GlobalSource Partners helps users find emerging and frontier market research, search published reports by topic and date, read permission... Publisher subtitle Emerging markets research Show in context → 1 more matching sources Publisher description GlobalSource Partners helps users find emerging and frontier market research, search published reports by topic and date, read permission-appropriate report content, and inspect research author profiles. Show in context →	FinanceVersion 1.0.0	View details →
HarmonicHarmonic AI, IncSearch, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people ... Publisher subtitle Discover and research startups Show in context → 1 more matching sources Publisher description Search, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people behind them. Get detailed company profiles with funding, location, founders, and ne… Show in context →	FinanceVersion 4.0.0	View details →
IFGIFGIFG brings official tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, ad... Publisher subtitle Official tax research Show in context → 1 more matching sources Publisher description …fficial tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, administrative guidance, case law, tax treaties, EU law and OECD publications across the jurisdictions available in IFG. Find a source from a citation or topic, browse a code or… Show in context →	FinanceVersion 2.0.0	View details →
In PractiseIn PractiseIn Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you'r... Publisher subtitle Primary research for investors Show in context → 1 more matching sources Publisher description In Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research. This connect… Show in context →	FinanceVersion 1.0.0	View details →
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs... Publisher subtitle Public equity research Show in context → 4 more matching sources Publisher capabilities · listing Primary-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thi… Show in context → Publisher keywords · listing equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk Show in context → Publisher description Skills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits. Show in context → Publisher full description A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dep… Show in context →	FinanceVersion 2.0.0	View details →
PinegapPinegap incPower your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throug... Publisher subtitle AI-powered Equity Research Show in context → 1 more matching sources Publisher description Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst… Show in context →	FinanceVersion 1.0.0	View details →
Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts... Publisher subtitle Public equity research Show in context → 3 more matching sources Publisher keywords · listing …et morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager Show in context → Publisher description Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards,… Show in context → Publisher full description Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what… Show in context →	FinanceVersion 0.1.31	View details →
QuanterLabSerhat GirginQuanterLab publishes walk-forward studies of investment strategies. Each study is registered before it runs, walked window by window on p... Publisher subtitle Search and read quant research Show in context →	FinanceVersion 1.0.0	View details →
QuartrQuartrQuartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and f... Publisher subtitle Company research data Show in context → 1 more matching sources Publisher description Quartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, ke… Show in context →	FinanceVersion 5.0.1	View details →
RalliesRalliesRallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain Eng... Publisher subtitle Research stocks, track wealth Show in context → 1 more matching sources Publisher description Rallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC fil… Show in context →	FinanceVersion 2.0.0	View details →
SacraSacra Inc.Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, ... Publisher subtitle Research on pre-IPO startups Show in context → 1 more matching sources Publisher description Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: *… Show in context →	FinanceVersion 1.0.0	View details →
Stock Market SummaryOMEALONeutral, source-backed public-market research and financial market summaries. Publisher subtitle Daily markets & stock research Show in context → 3 more matching sources Publisher capabilities · listing Daily market summaries Stock research Earnings analysis Market news Financial data analysis Show in context → Publisher description Neutral, source-backed public-market research and financial market summaries. Show in context → Publisher full description Get concise, neutral, source-backed research on stocks, market news, earnings, economic data, crypto, forex, options, and broader financial markets. Use Stock Market Summary for daily market briefings, ticker research, earnings analysis… Show in context →	FinanceVersion 1.0.0	View details →
TestfoliotestfolioTestfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optim... Publisher subtitle Portfolio research tools Show in context → 1 more matching sources Publisher description Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged… Show in context →	FinanceVersion 1.0.0	View details →
The Fly Market IntelligenceThe FlyThe Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover... Publisher subtitle Market research and news Show in context → 1 more matching sources Publisher description The Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks. Show in context →	FinanceVersion 1.0.0	View details →
TipRanksTipRanks Ltd.TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smar... Publisher subtitle Analyst-backed stock research Show in context → 1 more matching sources Publisher description TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congres… Show in context →	FinanceVersion 1.0.0	View details →
TrataTrataConnect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate... Publisher subtitle AI-powered research desk Show in context → 1 more matching sources Publisher description Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdow… Show in context →	FinanceVersion 1.1.0	View details →
ValuEdge - Stock ValuationValuEdgeResearch stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge acc... Publisher subtitle Valuation & Portfolio Research Show in context → 1 more matching sources Publisher description Research stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the… Show in context →	FinanceVersion 1.0.0	View details →
Antom Reconciliation ExpertAntomLocal analysis and validation for Antom Settlement Detail reports. Publisher capabilities · listing Interactive Write Research Show in context →	FinanceVersion 1.0.0	View details →
CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim... Publisher capabilities · listing …tion-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appeal packet drafting Verified county… Show in context →	FinanceVersion 0.4.0+codex.20260913	View details →
Cashback CardHarsha vardhan GaddamFind which credit card in your wallet earns the most at a specific store. Publisher capabilities · listing Web research Reward calculation Local wallet storage Show in context →	FinanceVersion 2.0.1	View details →
Coupon HivePatriot Web SolutionsInterview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches. Publisher capabilities · listing Research Planning Shopping Savings Deals Coupon Discount Show in context → 1 more matching sources Publisher description Interview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches. Show in context →	FinanceVersion 0.1.0+codex.20260915180819	View details →