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Finance Codex plugins

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Explore 5,434 plugins across 14 categories.

Finance plugins 49

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RalliesRallies

Publisher description

…s, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and does not execute trades.

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FinanceVersion 2.0.0
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RateZip Deposit/Mortgage RatesRateZip

Publisher description

…approval, earnings guarantee, personalized lender quote, or financial advice. RateZip does not open accounts, submit applications, underwrite credit, or conduct transactions. Operated by Peklava LLC d/b/a RateZip, NMLS ID 1592292. Equal Housing Opportunity.

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FinanceVersion 1.0.0
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StockLensStock Lens Inc.

Publisher description

…oring run surfaced. The 600 largest companies answer with no StockLens account and no sign-in. Free accounts read those same 600, Pro reads the top 5,000, and Max reads the whole scored universe. Any account also reads every stock on its own watchlist, however deep it ranks. Find your next idea inst…

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FinanceVersion 1.2.1
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SynciSynci

Publisher description

Synci connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions a…

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FinanceVersion 1.0.0
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ualetualet

Publisher description

ualet connects ChatGPT to your personal financial data, synced automatically from Chilean bank accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to review and confirm in the ualet app.

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings Limited

Publisher description

…d from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings Limited

Publisher description

…d from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings Limited

Publisher description

…d from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings Limited

Publisher description

…d from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR…

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FinanceVersion 1.0.0
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VibooksBlock Software Inc.

Publisher full description

…nts into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device by default, and every write remains user-controlled.

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FinanceVersion 0.4.0
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Whisper MoneyVíctor Falcón Ruíz

Publisher description

…ch subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep your books tidy from the conversation: log manual transactions, recategorize and label existi…

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FinanceVersion 2.0.0
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WhopLadd

Publisher full description

…connect Whop’s official MCP separately. Existing users can skip signup. This plugin does not access accounts or payment data. Whop handles login and transactions. Eligible referrals may earn Ladd a commission; Whop determines attribution and fees.

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FinanceVersion 1.0.0
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Xero Connector by MeridianPilot.com, Inc.

Publisher description

…spect full native invoice and bill line items, contact details, and paginated Xero results • Create accounts, arbitrary Xero transactions, and draft fixed assets • Bulk-create invoices or import credit card transactions • Upload, list, and download supporting attachments • Automatically fill in your…

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FinanceVersion 1.0.7
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