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Finance Codex plugins

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Finance plugins 135

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TrataTrataConnect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate...

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AI-powered research desk

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Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdown bu…

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FinanceVersion 1.1.0
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ValuEdge - Stock ValuationValuEdgeResearch stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge acc...

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Valuation & Portfolio Research

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Research stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the stoc…

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FinanceVersion 1.0.0
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Antom Reconciliation ExpertAntomLocal analysis and validation for Antom Settlement Detail reports.

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Interactive Write Research

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FinanceVersion 1.0.0
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CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim...

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…-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appeal packet drafting Verified county onli…

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FinanceVersion 0.4.0+codex.20260913
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Cashback CardHarsha vardhan GaddamFind which credit card in your wallet earns the most at a specific store.

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Web research Reward calculation Local wallet storage

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FinanceVersion 2.0.1
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Coupon HivePatriot Web SolutionsInterview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches.

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Research Planning Shopping Savings Deals Coupon Discount

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Interview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches.

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Coupon Hive interviews you about what counts as a useful deal, searches broadly, verifies important terms at first-party sources, and prepares recurring watches that alert only when something materially changes.

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FinanceVersion 0.1.0+codex.20260915180819
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Easy Cardz NBA ScoutEasy CardzFind, evaluate, and track NBA trading-card opportunities for fast resale.

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Research Analysis

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FinanceVersion 0.1.0
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FocusPulseNSDBytesNews stories for India and the US linked to the listed companies, commodities, indices or currency they concern, each with its sources.

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Search news stories

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…d up to three publications that reported it, with links. Ask for the top stories in a country, or search by a company, commodity or topic. Stories cover the last 48 hours. Only stories that pass our relevance check are returned, so a quiet day returns few results. Information only. FocusPulse does n…

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FinanceVersion 1.0.0
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Hey-Traders! Quant TradingHeyTraders, Inc.Agent-native access to HeyTraders quantitative research, backtesting, and paper simulation through the Codex browser.

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Browser Chart Analysis Backtesting Market Research Portfolio Analysis Paper Simulation

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Agent-native access to HeyTraders quantitative research, backtesting, and paper simulation through the Codex browser.

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Hey-Traders! Quant Trading gives AI agents access to quantitative market research and strategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios…

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FinanceVersion 1.0.1
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Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ...

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…ltimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers

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moodys credit ratings research risk entity-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earni…

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…-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody’s deep domain expertise and advanced AI, we…

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FinanceVersion 3.0.0
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PremissLoraLabsTurn trading ideas into custom strategies. Backtest crypto, stocks, and ETFs, compare results, and keep improving in Premiss.

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…n saved strategies Inspect trades and equity curves Compare results with buy and hold Keep your research in one workspace

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finance research backtesting strategies crypto stocks etfs

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…compare completed results with a matched buy-and-hold baseline. Keep your code, strategies, and research notes together in your private Premiss workspace. Revisit an idea, change the rules, and run it again. A Premiss account is required. Available history and timeframes vary by market. Historical r…

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FinanceVersion 0.2.1
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SquidlorSquidlorLive crypto and tokenized-stock prices from the Squidlor oracle network, plus wallet balances and unsigned token transfers for the user t...

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crypto oracle prices defi wallet transfer chainlink pyth stocks arc

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FinanceVersion 0.1.0
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FactSet AI-Ready DataFactSet Research SystemsFactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and ...

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FactSet Research Systems

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FinanceVersion 5.0.0
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KovaGigantes Research LLCKova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review...

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Gigantes Research LLC

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FinanceVersion 1.0.0
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AieraAiera, Inc.

Publisher description

…nancial data from Aiera, including live corporate events, filings, company publications, broker research, and much more.

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FinanceVersion 1.0.0
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AIXBTAixbt Labs

Publisher description

Research crypto intel and narratives.

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FinanceVersion 1.1.0
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Alpaca Paper TradingAlpaca

Publisher description

…ristics and Risks of 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 Cleari…

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FinanceVersion 1.0.0
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AlphaStocksPyxl

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…sitive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.

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FinanceVersion 1.0.0
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Alpha VantageAlpha Vantage Inc.

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…lds, and the federal funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis.

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FinanceVersion 1.0.0
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AmokDanny On The Air

Publisher description

…ogy risk management, liquidity risk, payment systems and Bakong, AML/CFT, or fintech policy. Amok searches a corpus built from Cambodia's official sources — the National Bank of Cambodia's laws, prakas, and guidelines, and the Securities and Exchange Regulator of Cambodia — and returns the exact pro…

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FinanceVersion 1.0.0
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Ask GinaAsk Gina

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Ask Gina is a research assistant for crypto, prediction markets, perpetuals, and equities. Use it to fetch real-time prices and historical data for tokens, Hyperliquid markets, and Polymarket prediction markets, and to…

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FinanceVersion 1.0.0
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Bajaj BrokingBajaj Financial Securities Limited

Publisher description

…trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely search instruments, view funds and margins, check holdings and open positions, review today’s orders and trades, fetch real-time market quotes, and retrieve historical OHLC chart data. The connector is…

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FinanceVersion 1.0.0
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Balanços.AINATAN LOCATELLI GORIN

Publisher description

Explore financial statements published by Brazilian companies. Search by company name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figu…

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FinanceVersion 1.0.0
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BeanHubLaunch Platform LLC

Publisher description

…ter you connect with OAuth, ChatGPT can list books, accounts, entries, files, forms, and commits, search transactions, and check balances. New connections start read-only. You can allow book updates later. Updates create a Git commit after Beancount validation. The app cannot mint access tokens, cha…

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FinanceVersion 1.0.0
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Bull AIBull AI

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…and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, management claims and interpretation.

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FinanceVersion 1.0.0
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CampfireCampfire

Publisher description

…; analyze financial reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the necessary access, you can create, update, and delete supported accounting records and manage budgets, tags, and custom fields. Existing permissions, applicab…

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FinanceVersion 1.0.1
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CB InsightsCB Insights

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Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profiles,…

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FinanceVersion 6.0.0
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ClarifoClarifo

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Clarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ow…

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FinanceVersion 1.0.0
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CoinMarketCapCoinMarketCap Mgmt Ltd

Publisher description

…ng crypto narratives, upcoming macro events that move markets, breaking crypto news, and semantic search across crypto concepts, whitepapers, and project documentation.

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FinanceVersion 2.0.0
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Co-InvestLiquidX AI, Inc.

Publisher description

…et context in plain English - View positions and portfolio details conversationally - Move from research to execution in one workflow Liquid Co-Invest brings trading into the conversation, making it easier to understand markets, act on ideas, and stay connected to your portfolio.

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FinanceVersion 2.0.0
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Comparador de seguros BuenaIABuenaia

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Read-only BuenaIA prototype that searches, details, and compares a catalog reconstructed from publicly available commercial product sheets (mobile, devices, home, business cyber, and digital protection). It helps identify coverage, ove…

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FinanceVersion 1.0.0
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CrunchbaseCrunchbase

Publisher description

…for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical training. The MCP figures out the filters, fields, and connections you might not have known to ask for, and returns a complete, sourced answer…

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FinanceVersion 1.0.1
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CryptoAuditPyxl

Publisher description

…timent, spot unusual whale activity, and explore AI-based price outlooks. It is built for quick research and clearer decision-making with simple, practical crypto insights.

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FinanceVersion 1.0.0
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CXProWealthCoexist Group LLC

Publisher description

Bring evidence-backed investment research into ChatGPT. Ask about markets, valuations, investments or portfolio trade-offs and get decision-ready insights grounded in CXProWealth research, quantitative models and historical evidence. See…

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FinanceVersion 1.3.18
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De BeleggerDe Belegger

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…and transaction history in ChatGPT. See your positions, cash, portfolio weights and returns, and search your own records by name or ticker. You can also prepare a transaction draft. You confirm or reject the draft in De Belegger before it is recorded.

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FinanceVersion 1.0.0
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Distill MarketsDistill Markets Pty Ltd

Publisher description

…ast date, every version of a fact across filings, 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 fi…

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FinanceVersion 1.0.0
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