Finance Codex plugins
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Explore 5,434 plugins across 14 categories.
Finance plugins 177
37–72 of 177All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
| Plugin / developer | Category | Follow |
|---|---|---|
Allianz Direct EspañaAllianz Direct España Publisher description …cific coverage inclusions, to see how they influence the insurance estimate. How it works: Simply describe your car's characteristics and what you need (e.g., "A basic third-party car insurance for a Seat Ibiza"). The app will generate a corresponding non-binding policy outline. You can then ask the… Show in context → |
FinanceVersion 1.0.0 | View details → |
Alpaca LiveAlpaca Publisher description …se Alpaca’s Trading API and Dashboard directly if you want to execute your orders. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from Alpaca Clearing and Alpaca Crypto. Show in context → |
FinanceVersion 1.0.0 | View details → |
Alpaca Paper TradingAlpaca Publisher description …f Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from Alpaca Clearing and Alpaca Crypt… Show in context → |
FinanceVersion 1.0.0 | View details → |
ALPHAPORT.AIGTO Holdings LLC Publisher description …, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the AlphaPort pipelines you choose and return to the results when they are ready. Show in context → |
FinanceVersion 1.2.0 | View details → |
Alpha VantageAlpha Vantage Inc. Publisher description …als, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, p… Show in context → |
FinanceVersion 1.0.0 | View details → |
AmazingPensionsWidget Publisher description …like how much you contribute or your retirement age and see the results update. Make changes and discuss it with ChatGPT. e.g. - "Help me calculate my pension" - "I'm 45 with 200K in my pension. How much do I need to contribute so I can retire at 60 on 50K/year?" - "Is 300/month enough to retire at… Show in context → |
FinanceVersion 1.0.0 | View details → |
Análise de FIIsAnálise de FIIs Publisher description …eld, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides… Show in context → |
FinanceVersion 1.0.0 | View details → |
Antevo WealthVestAI LTD Publisher description …in - this connector reads your own data and nothing else, and anything that would change a record describes the change and waits for your approval first. Show in context → |
FinanceVersion 1.1.0 | View details → |
Assurance Emprunteur LemoinePlace des Finances Publisher description …r peut ensuite vous rappeler gratuitement. Service proposé par JeRenegocie, courtier en assurance inscrit à l'ORIAS. Estimations indicatives, sans engagement. Show in context → |
FinanceVersion 1.0.0 | View details → |
Assurance TemporaireMCJ Courtage Publisher description …re-filled link to the online quote tool. You review the details, read the IPID, and complete the subscription and payment on the partner's secure site. Show in context → |
FinanceVersion 1.0.0 | View details → |
Bajaj BrokingBajaj Financial Securities Limited Publisher description …uage questions about their Bajaj Broking account and market data without switching between multiple screens. This connector is especially useful for users who want faster portfolio visibility, cleaner trade review, and easier access to market context directly inside their AI workflow. Show in context → |
FinanceVersion 1.0.0 | View details → |
Bigdata.comRavenPack Publisher description …latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news, with every answer grounded in real, citable sources instead of guesses. Search billions of documents spanning 25+ years, incl… Show in context → |
FinanceVersion 10.0.0 | View details → |
BillabexBillabex Publisher description …acts, pause or resume automated payment reminders, respond to tasks raised by the AI agent, prepare scheduled communications, and send personalized payment reminder emails. Billabex centralizes receivables management, customer communication, invoice follow-up, credit control, and debt collection wor… Show in context → |
FinanceVersion 2.0.0 | View details → |
BinanceBinance Publisher description …al decisions. Binance makes no representations or warranties regarding accuracy or timeliness and disclaims all liability arising from use of this data. Show in context → |
FinanceVersion 5.0.1 | View details → |
Bizora Tax ResearchBizora Inc. Publisher description …ou already relied on - Working through cross-border and multistate questions where the authority is scattered - Building the technical support behind a memo, a client email, or a workpaper - Getting oriented on an issue outside your usual specialty Because the connector runs inside ChatGPT, the rese… Show in context → |
FinanceVersion 1.0.0 | View details → |
BriefcaseBriefcase Publisher description …ad profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect. Show in context → |
FinanceVersion 1.3.0 | View details → |
BTC DCA EngineMatchless Web Studio, LLC Publisher description …ead of opinion: what would a regular buying plan have been worth? Give it an asset, an amount and a schedule — daily, weekly, monthly or quarterly — and a start date, and it returns what you put in, what it would be worth at the last close, the profit, the simple and money-weighted returns, the unit… Show in context → |
FinanceVersion 1.0.0 | View details → |
Bull AIBull AI Publisher description …an companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management guidance with later company-reported outcomes; examine management-claimed advantages alongside listed peers; understand revenue segments; review market tra… Show in context → |
FinanceVersion 1.0.0 | View details → |
Calculadora de AutônomosContabilizei Publisher description Calculadora de Autônomos - Contabilizei. Descubra como a Reforma Tributária pode impactar empresas que contratam autônomos e profissionais que trabalham por conta própria. Simule custos, compare cenários e entenda as mudanças tributárias de ac… Show in context → |
FinanceVersion 1.0.0 | View details → |
CampfireCampfire Publisher description …lls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend. Show in context → |
FinanceVersion 1.0.0 | View details → |
CapycashLeonel Vargas Publisher description …r summaries, recurring expense detection, affordability checks, savings simulations, and goal-based scenario planning. It is designed to support financial planning and decision-making through a connected CapyCash account. Show in context → |
FinanceVersion 1.0.0 | View details → |
CaribooksPeich Technologies Inc Publisher description …th. It is an independent product. The document box and Autopilot retain documents and activity as described in the privacy policy. Show in context → |
FinanceVersion 1.0.0 | View details → |
Cashback CardHarsha vardhan Gaddam Publisher full description …et that nets the most on that purchase. Accounts for how the merchant actually codes (Target is a discount store, not a supermarket), spending caps you have partly used, categories you have not activated, what your points are really worth, and foreign transaction or fuel surcharge fees. Verifies rat… Show in context → |
FinanceVersion 2.0.1 | View details → |
CB InsightsCB Insights Publisher description …validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate strategists see… Show in context → |
FinanceVersion 6.0.0 | View details → |
Chargebee (AU Region)Chargebee Inc. Publisher description Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence,… Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (EU Region)Chargebee Inc. Publisher description Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence,… Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (US Region)Chargebee Inc. Publisher description Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence,… Show in context → |
FinanceVersion 1.0.1 | View details → |
ClarifoClarifo Publisher description …MCP tools support company snapshots, filing 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. Show in context → |
FinanceVersion 1.0.0 | View details → |
Clarity AIClarity AI Publisher description Screen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into indivi… Show in context → |
FinanceVersion 1.0.0 | View details → |
Clear StreetClear Street, LLC. Publisher description …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 → |
CoinGeckoGecko Labs PTE LTD Publisher description View top cryptocurrency prices live, crypto charts, market cap, and trading volume. Discover today’s trending coins, top crypto gainers and losers in the market such as Bitcoin, Ethereum, Solana, BNB, Hyperliquid, and more. You can also compare them side by side in a table. Show in context → |
FinanceVersion 2.0.0 | View details → |
CoinMarketCapCoinMarketCap Mgmt Ltd Publisher description …including BTC dominance, Fear & Greed Index, altcoin season gauge, leverage stats, and ETF flows. Discover trending crypto narratives, upcoming macro events that move markets, breaking crypto news, and semantic search across crypto concepts, whitepapers, and project documentation. Show in context → |
FinanceVersion 2.0.0 | View details → |
DaloopaDaloopa, Inc. Publisher description …a supplies 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. Show in context → |
FinanceVersion 6.0.0 | View details → |
D&B Finance AnalyticsDun & Bradstreet Publisher description …tions reduce ambiguity, improve consistency, and make more confident commercial credit decisions at scale. It also enables teams to move from insight to action through portfolio management and workflow capabilities available within D&B Finance Analytics. Use D&B Finance Analytics to: Evaluate credit… Show in context → |
FinanceVersion 3.0.0 | View details → |
D&B Risk AnalyticsDun & Bradstreet Publisher description ….com. Dun & Bradstreet empowers teams to execute risk 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… Show in context → |
FinanceVersion 1.0.0 | View details → |
Distill MarketsDistill Markets Pty Ltd Publisher description …rch 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 agent loops. - Context: 16 government macro series and s… Show in context → |
FinanceVersion 1.0.0 | View details → |