Finance Codex plugins

Publisher description

…e, 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 consistent decisioning across systems of record and scalable risk operatio… …y and onboard suppliers: "Can you verify and cross-check the data from my vendor outreach form for <Company Name> for accuracy?" Initiate third-party screening: "Load this <Company Name> and initiate screening" Assess overall risk: "What is the overall risk rating for <Company Name>, and what are th…

Publisher description

…ming. Financial Summarizer Pro does it for you. Type any US ticker symbol and the app retrieves the company's latest annual and quarterly filings from SEC EDGAR, extracts the key financial data, and presents it as a clean, structured summary — the kind an analyst would put together, in a fraction of the time.

Publisher description

…is to check fund and vehicle performance, review capital calls and distributions, look up portfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data.

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…ignals converge. Does management keep its word: the Management Track Record engine scores whether a company's executives actually deliver on the commitments they make on earnings calls and in filings — an Executive Reliability / Credibility score, realization rate, time accuracy, promise-execution t… …is available; upgrade for full unmasked signals, the Alpha Score, catalyst radar, and alerts). All data is derived from public records and is informational only — not investment advice.

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Search, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people behind them. Get detailed company profiles with funding, location, founders, and network connections. Use natural language to find companies matching specific criteria. Create and manage lists of companies and people. Access y…

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Mergr is a private equity and M&A research database, 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 th… …dle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which banks advised the most software deals last year. You can also paste a list of compan…

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…& Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify o… …tomer engagement. The solution combines comprehensive Moody’s entity intelligence, including global company profiles, hierarchies, and ownership linkages, with augmented signals such as news, market activity, and risk indicators. This integrated view helps organizations gain additional visibility in…

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Search for a French company and view its Nogogo grade, principal director and key company information. Nogogo AI uses public data to provide an indicative assessment of a company’s apparent reliability.

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Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research…

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Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors…

Publisher description

Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines access to company information, financial statements, historical market data, and global securities.