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Finance Codex plugins

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Finance plugins 46

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TestfoliotestfolioTestfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optim... Package name app-6a9f623cba108191ba258ab4f62548fa Show in context → 1 more matching sources Publisher description …onnects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results… Show in context →	FinanceVersion 1.0.0	View details →
Top-Zins-TableauFinanzmakler.online GmbH Publisher description …ly from Europace, Germany's largest mortgage platform, and cover the full range of loan-to-value ratios from 50% to 110%. No login required, no personal data collected — just a fast, transparent overview of what the market currently offers. Whether you're just starting to think about buying a home or comparing refinancing options, this app helps you understand real financing costs in seconds, without leaving your conversation. Representative example conditions only. Not financial advice. Results are indicative and non-binding. Show in context → 1 more matching sources Package name app-6a4d18a451c881918d20e3c72f9ed415 Show in context →	FinanceVersion 2.0.0	View details →
Validis (AU)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a292bc4ec908191a46e47e658e3836c Show in context → 1 more matching sources Publisher description …hema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast,… Show in context →	FinanceVersion 2.0.0	View details →
Validis (CA)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a291ec4f5448191b427235947f0dd3d Show in context → 1 more matching sources Publisher description …hema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast,… Show in context →	FinanceVersion 1.0.0	View details →
Validis (UK)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a2675ace6088191a87d1805eb9e6577 Show in context → 1 more matching sources Publisher description …hema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast,… Show in context →	FinanceVersion 2.0.0	View details →
Validis (US)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a182a19bddc81918ae3843061cb23e2 Show in context → 1 more matching sources Publisher description …hema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast,… Show in context →	FinanceVersion 1.0.0	View details →
Vantixshttps://vantixs.com Publisher description …algorithmic trading platform for building, validating, and testing strategy pipelines. The ChatGPT app connects to the Vantixs MCP server so users can inspect node schemas, validate pipeline JSON, browse templates, review saved strategies, run backtests, and monitor portfolios from natural-language conversations. Trading-related actions are protected by OAuth and explicit confirmation flows. Show in context → 2 more matching sources Package name app-69d35a223aa4819193a3c0a38853ba2b Show in context → Publisher subtitle Trading app, automation bot Show in context →	FinanceVersion 1.0.0	View details →
WisesheetsWisesheetsWisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance... Package name app-6a8ddcaa875c8191b2eb11a823bbc4ee Show in context → 1 more matching sources Publisher description …d directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, 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 afford… Show in context →	FinanceVersion 1.0.0	View details →
Hey-Traders! Quant TradingHeyTraders, Inc. Publisher full description …tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest trading strategies, and run strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted capability… …vant to each task and retrieve focused results, keeping interactions concise while working with the application’s current capabilities. Requires Codex desktop with the Browser plugin and a HeyTraders account. Paper workflows use simulated balances and do not send orders to a trading venue. The publi… Show in context →	FinanceVersion 1.0.1	View details →
PitchBookPitchBook Publisher description …industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking,… Show in context → 1 more matching sources Publisher full description …p information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market information or retrieval of structured data related to private companies, investm… Show in context →	FinanceVersion 2.0.0	View details →