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Finance Codex plugins

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

Explore 5,434 plugins across 14 categories.

Finance plugins 129

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ClarifoClarifo

Publisher description

…iling search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-authored stories.

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FinanceVersion 1.0.0
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Co-InvestLiquidX AI, Inc.

Publisher description

…, 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 execute trades whenever markets are moving. Ask questions in plain English, get relevant market context, and trade fro…

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FinanceVersion 2.0.0
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CrunchbaseCrunchbase

Publisher description

…ing lift. Build lists you can return to. Save companies as you find them. A search today becomes a pipeline you monitor over time. Predictions you can act on. Forecasts of what a company is likely to do next such as: funding, acquisition, IPO, growth, shutdown, or headcount cuts, plus an estimated c…

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FinanceVersion 1.0.1
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DaloopaDaloopa, Inc.

Publisher description

…upplies high quality fundamental data sourced from filings, investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in ChatGPT.

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FinanceVersion 6.0.0
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D&B Finance AnalyticsDun & Bradstreet

Publisher description

…customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfolio: "Create a folder named [Folder Name], move [Company Name] to the folder and…

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FinanceVersion 3.0.0
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D&B Risk AnalyticsDun & Bradstreet

Publisher description

…isk workflows such as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware business context from the D&B Commercial Graph™. Verified risk data, anchored in the global standard D-U-N-S® Number business identifier, and policy-driven logic provide the foundation for co…

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FinanceVersion 1.0.0
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Deal Analyzer MCPOleg Polyakov

Publisher description

…MCP helps users underwrite U.S. rental properties, parse Zillow or Redfin listing data, compare multiple deals side by side, and save deals to a signed-in account for later review inside ChatGPT.

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FinanceVersion 1.0.0
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Distill MarketsDistill Markets Pty Ltd

Publisher description

…s, and material revisions, for restatement-aware research and backtests without lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for ag…

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FinanceVersion 1.0.0
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EkohesapEkohesap

Publisher description

…re girmeden satış, alış, tahsilat, ödeme, kasa, banka, çek, kredi, çalışan hesaplarınızı kolayca takip edin. 5 Dakikada Öğrenme Muhasebe öğrenmek için herhangi maliyete katlanmadan ve tecrübeli ön muhasebe personeline ihtiyacınız olmadan kolay ekranlar sayesinde hemen kullanmaya başlayın. Yaşam Boyu…

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FinanceVersion 1.0.0
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ElevenFloElevenFlo Inc.

Publisher description

…court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underlying court filings and source links with verifiable citations.

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FinanceVersion 3.0.0
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EquiblesDaniel Alexandre Pratas de Oliveira

Publisher description

…tutional holdings, insider transactions, congressional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full text of filings rather than just their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit…

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FinanceVersion 1.0.1
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Era ContextTinwell Labs Inc.

Publisher description

…where you'll land on dining, travel, or any category before the damage is done. - Audit your subscriptions — Surface every recurring charge across all your cards, flag what you're not using, and calculate what canceling the bottom five would save you. - Get a grounded answer to "can I afford this"…

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FinanceVersion 1.6.1
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EthosEthos

Publisher description

…e your rate. • No medical exam required with just a few health questions • Your best price from multiple carriers • Get covered in as little as 10 minutes • Every policy includes a free will & trust worth $898 (available in most states) Note: All quoted prices are estimates and subject to underwriti…

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FinanceVersion 3.0.0
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ExpensifyExpensify, Inc.

Publisher description

…xpense reports?" - "Show me all approved expenses that haven't been reimbursed yet." - "Find my receipts from Uber over the past 30 days." - "Which categories am I spending the most on this month?" Read-only. This plugin never creates, modifies, or deletes anything in your account.

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FinanceVersion 1.0.0
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Facile.it EnergiaFacile.it

Publisher description

…you compare gas and electricity offers in Italy. Instead of visiting each provider's website or deciphering confusing rate sheets, you can see the best available offers based on your actual consumption and location, all in one screen. Tell Facile.it Energia what you need - electricity, gas, or both…

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FinanceVersion 8.0.0
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Financial DatasetsFinancial Datasets, Inc.

Publisher description

…financial statements and metrics, earnings, operating KPIs, news, insider and institutional ownership, index fund holdings, interest rates, and stock screening.

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FinanceVersion 3.0.0
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FinancialFilingsFINANCIALREPORTS PTE. LTD.

Publisher description

FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide, 35 million+ filings across 85,000+ tickers, with 20+ years of history. Ask for any company's latest annual report, pull a s…

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FinanceVersion 4.0.0
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FindashFinDash, Inc

Publisher description

…rch client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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FinanceVersion 1.0.0
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Fiscal.aiFiscal.ai

Publisher description

…public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai account.

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FinanceVersion 3.0.0
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FMPFinancial Modeling Prep

Publisher description

…rs can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

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FinanceVersion 1.0.0
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ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş.

Publisher description

…nced Analytics: Professional-grade technical analysis tools and financial indicators at your fingertips. Smart Portfolio Insights: Seamlessly retrieve and analyze portfolio data with institutional precision. Seamless Connectivity: Built on the MCP standard for secure, bidirectional communication bet…

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FinanceVersion 2.0.0
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FX HedgeC8 Index Technologies (EU) Limited

Publisher description

…does not give investment advice, make recommendations, or execute transactions. A C8 FX Hedge subscription is required; you sign in with your subscription email and a one-time code - no API keys.

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FinanceVersion 1.0.0
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Gemral EdgePhuong Uyen Pham

Publisher description

…ing market catalysts, prediction-market odds, and cross-signal convergence. Results depend on subscription tier and are informational only, not investment advice. Who's trading and who's winning money: congressional stock trades (who in Congress is buying or selling, STOCK Act disclosures, a trading…

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FinanceVersion 1.0.0
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Granatum FinanceiroGranatum LTDA

Publisher description

…sto, as formas de pagamento e o cadastro de pessoas, e selecionar empresas quando a conta tiver múltiplas empresas. Com autorização adicional concedida pelo usuário, também permite criar, editar e excluir lançamentos. * A edição e exclusão cobrem lançamentos simples; séries, lançamentos compostos e…

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FinanceVersion 1.1.0
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GrantLinkGrantLink

Publisher description

…f read-only access to their organization's grants, funders, programs, reporting deadlines, fund receipts, budgets, and QuickBooks sync health from ChatGPT.

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FinanceVersion 1.1.0
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GuidepointGuidepoint

Publisher description

…'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 work.

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FinanceVersion 2.0.0
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HelpDolDANIEL DE OLIVEIRA LOPES

Publisher description

…t out the transfers that still need review, schedule upcoming payments with reminders, generate receipts for helpers and clients, pull your yearly report for the accountant, and charge customers by card or payment link — all from the chat.

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FinanceVersion 2.0.1
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Hey-Traders! Quant TradingHeyTraders, Inc.

Publisher full description

…trategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest trading strategies, and run strategies in simulated paper mode using the to…

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FinanceVersion 1.0.1
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HyperlineHyperline

Publisher description

Connect ChatGPT to Hyperline to manage quotes, invoices, subscriptions, customers, products, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyp…

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FinanceVersion 1.0.0
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In PractiseIn Practise

Publisher description

…the room, rather than a summary scraped from the web. Access requires an In Practise library subscription. Learn more at inpractise.com.

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FinanceVersion 1.0.0
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Institutional Equity AnalystQuiet Engine

Publisher full description

…eshness, research-confidence scoring, EVoI prioritization, 36 sector models, and automated audits. Tip Jar: https://ko-fi.com/quietengine

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FinanceVersion 2.0.0
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Interactive Brokers (IBKR)Interactive Brokers

Publisher description

…scussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.

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FinanceVersion 6.0.0
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KeyBid PulsKeyBid

Publisher description

…worth purchasing for short-term rentals. Covering 56 countries and over 191 cities, it supports multiple languages including English, Romanian, Spanish, and Greek for seamless global use. Ideal for property owners and investors seeking data-driven insights to evaluate vacation rental opportunities.…

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FinanceVersion 1.0.0
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KreditSMART SPEND FZCO

Publisher description

…quickly find cards that match how you actually spend. In one place, you can browse offers from multiple banks and compare key details side by side — like cashback rates, rewards, welcome bonuses, annual fees, eligibility requirements, and core benefits (travel perks, lounge access, dining discounts…

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FinanceVersion 1.0.0
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LendflowLendflow

Publisher description

Lendflow lets lending teams work their pipeline from ChatGPT. Look up applications and the businesses behind them, review the offers and funder placements attached to a deal, see which documents are still outstanding, and move a deal to its…

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FinanceVersion 1.0.0
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LevLev Inc.

Publisher description

…ed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates.

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FinanceVersion 5.0.0
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