Finance Codex plugins

Publisher description

…3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

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…and cryptocurrency market data. Beyond prices, pull company fundamentals and financials, corporate actions like dividends and stock splits, market news, technical indicators (SMA, EMA, MACD, RSI), and market status. Ask ChatGPT natural-language questions — "show me NVDA's opening cross" or "chart A…

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…, now available in ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC com…

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…n conversation. Ask for a monthly financial overview, a spending breakdown by envelope, recent transactions, recurring subscriptions, or a comparison between budget periods. MONVELOP tools are read-only. They cannot create, edit, or delete financial data, initiate payments or transfers, connect a ba…

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…00+ other assets across 30+ chains. About this app. Buy-link generation only, no funds move or transactions execute inside ChatGPT. All payment activity, KYC, and regulatory controls happen at moonpay.com under MoonPay's licensed entities. Cryptoasset values can rise and fall significantly and your…

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…d does not access customer accounts, place orders, subscribe to products, or execute financial transactions.

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…tifies when professional accounting judgement may be required. It does not make payments, post transactions or change accounting records. Tax projections and financial insights are estimates and should not be treated as regulated financial, investment or tax advice.

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…tural language. Securely connect your accounts to instantly check bank balances, review recent transactions, track recurring bills, and analyze spending by category without digging through dashboards or statements. Nexafin is privacy-first and read-only. It cannot move money or access sensitive cred…

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Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was the last time you issued an inv…

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…alized investment advice, choose investments for users, connect brokerage accounts, or execute transactions. Results are illustrative and depend on market prices available when generated.

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…your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limited to…

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…atural language. It provides clear insights into orders, payments, payment links, settlements, transactions, plans, and subscriptions without creating, modifying, or executing payments.

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…ith your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant…

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…users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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…ical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not p…

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…n locative en langage naturel : consulter ses biens, locataires, soldes, écritures comptables, transactions bancaires et documents (baux, quittances, états des lieux) ; générer les quittances de loyer et avis d'échéance en PDF ; enregistrer ou corriger des écritures comptables (loyers, charges, trav…

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…hoose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your f…

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…backed by real-time prices, fundamentals, earnings, SEC filings, options flow, technicals, analyst actions, insider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding compares t…

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…ial 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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…data 5. Access saved customer payment methods Read-only access—your data stays secure, and no transactions are executed through this app.

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…allets — list cards you hold, approve or oversee as finance, review matched and unmatched card transactions, check wallet balances, spend summaries and monthly statements, and request a virtual card with the limit you confirm. Requires the Rydoo Cards module. - Send feedback — report a bug or reques…

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…lysts screen blockchain addresses, retrieve blockchain intelligence, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.

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…Family Budget helps households understand what they can actually afford by bringing balances, transactions, budgets, recurring entries, cashflow, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

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…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 am I paying for, and what do they cost per year?" "How is my por…

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…mart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data…

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…ards. 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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…ategies, run backtests, and monitor portfolios from natural-language conversations. Trading-related actions are protected by OAuth and explicit confirmation flows.

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…art Chain helps users inspect current VSC network status, check public wallet balances, review transactions and blocks, and access practical guides for wallets, bridging, VSCDEX, gas, validators, and development.

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…s, bills, invoices, and bank or card statements 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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Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

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…ar", "which 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 lab…

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…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.

Publisher description

…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 firm-specific reporting templ…