Finance Codex plugins

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…nse tracking assistant that helps you understand your spending, budget, and cash flow using natural 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 sta…

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…of the sub-investment grade credit universe. Query permissioned content in real time using natural language, power autonomous agent workflows and ground your AI systems in a trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answe…

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…xes paid early interact across several years. That is where rules of thumb break down. Ask in plain language and OptionsAhoy returns the answer with the year-by-year schedule behind it. 1. Which incentive stock options (ISOs) to exercise in which year, to hold down AMT and recover the credit later.…

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…xplains the estimated cost, downside protection, upside tradeoff, dividends, and liquidity in plain language. Parity provides educational analysis only. It does not provide personalized investment advice, choose investments for users, connect brokerage accounts, or execute transactions. Results are…

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…ce linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers…

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…ly connector that helps authorized merchants access and understand their payment data using natural 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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…have full secure access to your PocketSmith data, so that you can work with 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 an…

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…can also add deals and meeting notes, record diligence answers, and rewrite a memo section in plain language. PrefMark polishes the wording without changing facts, applies it once you approve, and keeps every version so you can undo or restore. New figures or a changed stance from a founder email wa…

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…ects AI assistants to Preqin data, enabling users to access and analyze information through natural language. By combining AI with trusted private markets intelligence, users can research topics, answer questions, explore data, and support workflows directly within ChatGPT. Preqin MCP helps bring th…

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…ement timelines, check saved payment methods, and analyze your payment activity—all through natural language. What you can do: 1. Retrieve payment and order details 2. Check refund and settlement status 3. View QR code and payment link activity 4. Track payouts and reconciliation data 5. Access save…

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…atus (REPS) for U.S. tax purposes. Connect your REPSLog account and you can add a time log in plain language (for example, "log 2 hours showing the Oak Street property today"), then ask for your hours back by property, category, participant, or date range. The connector can create a time log and rea…

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…vernance and SOX controls that produce a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies it against your data – ready to run identically every close.

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…s designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intelligence to Energy data, generating queries and assembling cited results automatically. Built by Kensho…

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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 financ…

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…ies of traders and investors. Search stocks, ETFs, crypto, futures, and other markets using natural language to access real-time market conversations, retail sentiment, trending symbols, Watcher activity, and community insights. Whether you’re researching an earnings reaction, monitoring sentiment a…

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…er with cloud sync. Connect it to ChatGPT to search, record, and summarize your finances in natural language. What you can do: - List the ledgers you have allowed ChatGPT to use - Search entries by keyword, date range, amount, or category - Record a new income or expense entry - Generate a report wi…

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Superfunds is a live, comprehensive map of the Israeli mutual fund market. Ask in plain language — Hebrew or English — to find and filter funds by manager, theme, or strategy; compare fees, performance, and risk; browse curated themes and recently launched funds; view manager profiles wi…

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…data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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…substantial Library of expert content and data. Our MCP systematically and securely instructs Large Language Models (LLMs) to query insights from our database into their systems, streamlining your workflows and improving your output.

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…rket, and check trading sessions, holidays and early closures across supported regions. Ask natural-language questions such as “How is Nvidia trading today?”, “Compare Bitcoin and gold over the last year”, “What is USD/TRY now?” or “What is the latest US 10-year Treasury yield?” and get answers back…

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…e metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to Token Terminal’s data layer, which transforms raw blockchain activity into clean and comparable metrics. With Token Terminal MCP, you can: • Analyze the…

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Ask about your TrackMyStack portfolio in plain language: your net worth, what each holding is worth and how it has changed. Import a brokerage statement and ChatGPT records the holdings for you. Explore your allocation, dividends, daily movers, ne…

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…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.

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…This app connects ChatGPT to your own Whisper Money account so you can analyse your money in 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 "bre…

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…app for tracking money across wallets. Through ChatGPT a user can log income and expenses in plain language, add a whole list of them at once, correct or delete an entry they got wrong, and move money between their own wallets as a proper double-entry transfer. It also answers questions about where…