Finance Codex plugins

Package name

california-property-tax-appeal-guide

Publisher subtitle

Multilingual guided appeals.

Publisher capabilities · listing

Multilingual and bilingual guidance Language selection and mid-case switching Up-front process map and preparation checklist One-question-at-a-time guided interview Plain-language explanations and choices Official property valua…

Publisher description

Provide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing.

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…urney, what may be needed at each step, what the plugin can find, and what they will receive. Then guide them one question at a time through valuation, deadlines, evidence, comparable sales, filing, hearing preparation, and possible outcomes while preserving official English names and form labels.

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Tusk Liquid connects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, amendments, and obligations — extracted from publicly filed credit agree…

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Equibles gives ChatGPT direct access to US stock market data, so answers are grounded in primary sources instead of recall. Ask for a stock price, an option chain with strikes, greeks, implied volatilit…

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…expert insights directly into your research and decision-making workflows in real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institutional-grade quality with the volume needed for decision-critical w…

Package name

institutional-public-equity-analyst

Publisher subtitle

Public equity research

Publisher keywords · listing

equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk

Publisher

Quiet Engine

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.

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…

Publisher

MutuiOnline S.p.A

Publisher description

With this app, you can quickly and easily search and compare the mortgage offers available on MutuiOnline.it. The app allows you to find the solutions that best suit your needs by comparing top offers from dozens of banks an…

Publisher

Options Analysis Suite, LLC

Publisher description

Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC mar…

Package name

public-equity-investing

Publisher subtitle

Public equity research

Publisher keywords · listing

public-equity-investing factset 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…

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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 resear…

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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 liste…

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Suitoly is a simple income and expense tracker with cloud sync. Connect it to ChatGPT to search, record, and summarize your finances in natural language. What you can do: - List the ledgers you have al…

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Tuio helps users in Spain estimate home insurance prices, review included coverage, continue a quote on Tuio, and search FAQ or policy terms for insurance support questions.

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Fluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, pares, cenários e fontes rastreáveis.

Publisher full description

Pesquise companhias listadas com um fluxo estruturado de análise fundamentalista, forense e de valuation. O plugin usa documentos regulatórios, como ITR e DFP da CVM, demonstrações financeiras, teleconfer…

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

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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,…

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…Tax Hub helps users estimate Irish taxes, inspect current tax rates and deadlines, search Revenue guidance, and research Ireland's double-taxation treaties through read-only tools.

Publisher capabilities · listing

Build Mollie payment integrations Set up Mollie Connect for platforms Implement recurring payments and subscriptions Review payments, refunds and settlements Troubleshoot webhooks and authentication Up…

Publisher description

…yments, Mollie Connect, recurring payments, refunds/operations, troubleshooting, SDK upgrades, and building Mollie-powered AI agents.

Publisher full description

Connects Codex to your Mollie account through the Mollie MCP server and adds skills for building Mollie integrations: hosted checkout and Components, Mollie Connect for platforms and marketplaces, recurring payments and subscriptions, refunds, captures, chargebacks and settlements, webhoo…

Publisher description

…nd in what order, and what that saves against selling oldest-first (the default order your broker's UI will offer). This sounds like a minute optimization. On a $725,000 sale from a concentrated position, the gap between the optimal order and your broker's default could be over $100,000 in tax. 4. W…

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 an…

Publisher capabilities · listing

…trategies Backtest crypto, stocks, and ETFs Improve and rerun saved strategies Inspect trades and equity curves Compare results with buy and hold Keep your research in one workspace

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…l backtests with Premiss from your conversation. Explore supported crypto, stock, and ETF markets. Build your own indicators, entry and exit rules, and risk controls using the same strategy engine as the Premiss app. See the trades behind the numbers, understand drawdowns, and compare completed resu…

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This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for e…

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Plan and understand your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to de…

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…Market Intelligence to Energy data, generating queries and assembling cited results automatically. Built by Kensho, S&P Global’s AI innovation engine, the solution is ideal for deep research, multi-step analysis, and autonomous agent workflows. Can be used alongside S&P Global - Deterministic for te…

Publisher description

…es, and this plugin gives ChatGPT hands-on access to it. ChatGPT can write and save the pieces you build with — chart indicators, reusable market conditions (StrategyTune calls them signals and filters), and full trading strategies — then run them tick-by-tick against real historical market data in…

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Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guide…

Publisher description

Independent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions.

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Independent Whop onboarding guide published by Ladd through PlugIn. Start a new business through a disclosed affiliate link, plan checkout setup, and learn to connect Whop’s official MCP separately. Existing users can skip signup…

Publisher description

…roperty data for research: sale prices, rents, gross rental yields, growth and off-plan returns by building, area and villa community, from Dubai Land Department and Ejari records, with sources and sample sizes on every figure.

Publisher full description

…ans of Dubai Land Department sale transactions and Ejari rental contracts, published per apartment building, per area and per villa community, and date-stamped by data edition. Ask about one building by its registered or marketing name, or get a full report on it covering every unit size, growth wit…

Publisher description

…d aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect.

Publisher full description

Briefcase is bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, ma…

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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 opportunities, and open Liquid, our brokerage, with trade ideas ready…

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…a wide range of assets through a simple conversational interface. Whether you’re tracking crypto, equities, commodities, FX, or market indexes, Co-Invest helps you move from idea to action without switching between multiple apps. With 24/7 access, you can monitor opportunities, review positions, and…

Publisher description

…ers in Spain compare real home, car, and motorcycle insurance quotes in ChatGPT. The model opens a guided quote wizard; the embedded widget collects the required details (with catalog and address lookups), runs the quotes against authorized insurer systems, and shows comparable offers and coverage d…