Finance Codex plugins

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…- Compares the cost of buying with potential returns of alternative investments (stock market, savings, etc.) - No account or registration required — start simulating immediately - Toggle advanced parameters and view a full amortization table to understand every payment of your mortgage Adjustable…

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Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare o…

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…olio 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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Trusted private market intelligence, right inside your conversation. Crunchbase MCP brings private market data and predictive signals into the AI tools and agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not just sear…

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…rtfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transa…

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Daloopa supplies high quality fundamental data sourced from filings, investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitativ…

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Datarails FinanceOS brings structure and intelligence to your financial data. It provides a managed, organized database that keeps your numbers clean and reliable. Every change is fully traced with a built-in audit trail, s…

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…t sentiment, and technical structure, and prepare pre-market briefs or market recaps. Organize findings with source references, distinguish confirmed facts from interpretation, and identify information gaps.

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…panel. - Point-in-time views: what was knowable on a past 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 in…

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…ts, recurring plans, ticket purchases, and insights aggregations for counts, sums, trends, and rankings.

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…enFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underly…

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…th strikes, greeks, implied volatility and open interest, or the numbers inside a company's SEC filings. Pull 13F institutional holdings, insider transactions, congressional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full text of filings ra…

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…, market and company intelligence—including official statistics, structured company financials, filings and earnings-call evidence—inside tools such as ChatGPT and Codex.

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…en, Belege, offene Posten, Banktransaktionen, Journal, UStVA-Status und BWA abfragen. Kunden, Rechnungsentwürfe und einzelne Kontierungen werden nur nach Vorschau und ausdrücklicher Bestätigung angelegt oder geändert.

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…ickers. Research companies and markets with real-time and historical prices, primary-source SEC filings, financial statements and metrics, earnings, operating KPIs, news, insider and institutional ownership, index fund holdings, interest rates, and stock screening.

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Reading SEC filings is time-consuming. 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 fina…

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…by its true whole-contract cost, so a teaser price never hides the real one. Try asking ChatGPT things like: - am I overpaying? I'm with Sky at £44 a month for 100Mb - find me full fibre under £30 with no mid-contract price rises - my provider quoted £43 a month to renew, is that fair? You can refi…

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…d, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.

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…lps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai account.

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Access trusted Fitch Ratings credit research and data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, resear…

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…financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Eleva…

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…y review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT.

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…und 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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FX Hedge brings C8's quantitative currency-hedging models into ChatGPT. Ask for the current hedge ratio between your base currency and any exposure - for example "my base is EUR, what's my hedge against USD?" - a…

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…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 timeline, and language-drift/contradiction alerts (and it follows executives…

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…I. Search global property investment opportunities using everyday language, starting with GREI listings in Greece and Cyprus. Describe what you are looking for, such as renovated apartments in Athens under €150k or properties in Cyprus near the beach, and GREI will show focused listing cards with pr…

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…ements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR churn by month this year?", "Show retention for customers who signed up in Q1", "Which plans are growing?", or "List my top customers by MRR". All figures come straight from…

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IFG brings official tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, administrative guidance, case law, tax treaties, EU law and OECD publicat…

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Your Inkle financial data, right inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays…

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…you're analysing, then turn those conversations into structured, cited research. This connector brings that library into ChatGPT. You can: - Search thousands of expert interviews across public and private companies, sectors and business models - Read full interviews and analysis, with verbatim quot…

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Set a savings goal and instantly discover how much to invest monthly, how long it will take, or what return rate you need to get there — all in one smart calculator. Choose from Conservative, Moderate, or Aggre…

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…nnects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra…

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…s and take profit levels, and subscribe to or redeem mutual funds (FCI). Review your portfolio holdings, cash balance across settlement terms, and recent account activity. Every order is validated before submission, so you always confirm the price, commissions, and any sworn declarations required be…

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…think through a specific choice), and Observe & Refine (what your past decisions actually did). Things you can ask: • "What's the current macro regime?" • "What does this week's read mean for a portfolio with BTC, AAPL and GLD?" • "Is my thesis on this position still intact?" • "What's in this week…

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…and transaction analytics, look up specific orders, check recent outages, and inspect gateway settings — all from your Juspay Dashboard, inside ChatGPT.

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…mate sales tax, VAT, and GST for a transaction, address, or product Check on the status of your filings, for all jurisdictions Look up customer records, transactions, and exemption certificates Look up your product catalog and product tax categories This MCP server informs your decisions rather than…