Finance Codex plugins

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…nnect your re:cap account and the same conversation runs on your own numbers. Cash, runway, margin, growth and customer concentration, kept current from your bank and accounting data. Your reporting tells you what happened. Here you get what it did to your options: which stay open, which close, and…

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…features: - Read and analyse spend — search expenses you own or oversee by date, status, category, group, person or trip, pull up a single expense with a link into Rydoo, find card expenses still missing a receipt, and get server-computed totals per trip, person or project. - Process approvals — se…

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…d financial planning in one place. Get the complete picture of your business, from profitability to growth metrics to future forecasts, all integrated and updating automatically.

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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 acces…

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…edger. After you connect your account, ChatGPT can show who you owe, who owes you, list friends and groups, preview an equal split, and add an expense in your name after you confirm. ChatGPT cannot settle up, itemize a receipt line by line, or delete your account. Works with the signed-in SplitEasy…

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…s, 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 portfolio allocated across stocks, ETFs, and crypto?" "Compare my checking account balance toda…

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…ivers. Mark deductions as "already claimed" or "didn't know about" and watch your estimated savings grow in real time with our savings meter. How it works: - Browse deduction categories (mileage, vehicle expenses, phone & technology, health insurance, and more) - Mark each deduction to build your pe…

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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 si…

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…odern Insurtech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automation, employee-benefits portals, and embedded distribution, and get straight answers plus side-by-side comparisons of Vaatun against…

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…s equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation statements, resolutions). Instead of navigating the Vestd platform, ask your AI to investi…

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…age payment. Enter details like home price, down payment, interest rate, loan term and military background, and it handles the rest, factoring in principal and interest, the VA funding fee, taxes and insurance. Whether you're buying a home or refinancing, it gives you a clear, complete payment pictu…

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…plain language instead of clicking through dashboards. Ask questions like "how much did I spend on groceries last month", "what's my net worth trend this year", "which subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cash…

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…and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors and ana…