Finance Codex plugins

Publisher description

…s, set stop loss 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 declarati…

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…a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review a portfolio against the same plan whenever they need a check-in. Kova returns repeatable briefs with an alignment score, portfolio drift, strategy-rule checks when configured, and changes that would res…

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Ask questions about your Kubera portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patte…

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…nd make informed decisions using real-time market data, AI-driven insights, advanced screening, and portfolio analytics.

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…ing more rigorous, consistent credit assessment and continuous monitoring of entities, markets, and portfolios. Data includes: - Global entity firmographics and identifiers - Entity hierarchies and ownership structures - Detailed global entity financials - Moody's Ratings credit ratings and research…

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…or sector-level forecasts - Cross-Sell & Upsell – help identify whitespace within existing customer portfolios and support AI-generated account briefs that incorporate industry outlooks, economic scenarios, and strategic talking points - CRM Enrichment – enrich account and lead records with company…

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…st teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

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…in plain language and get answers grounded in Morningstar Credit's loan, deal, bond, property, and portfolio datasets.

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MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

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…inspect mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and simulate a custom portfolio using historical market data. The app is read-only and does not access customer accounts, place orders, subscribe to products, or execute financial transact…

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…token prices and market activity, inspect Smart Money holdings and flows, and analyze public wallet portfolios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool ca…

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…ormance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based on publicly available financial data. Users can explore different investment styles such as growth, value, dividend, and conservative strate…

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…ta, 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 workflows.

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…wnership 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,…

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…nsider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full po…

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Revestor is rental portfolio and tax-readiness software for U.S. landlords. Connect it to query live Revestor records after OAuth consent, including properties, REPS hours, expenses, and mileage. With write access, assi…

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Plan and understand your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential…

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Sponge lets users view their agent wallet balances, track their portfolio, and create onramp links to fund their wallet with USDC.

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…ries 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 today with the start of the month." "Are any of my bank connections failing?" Synci aggregates accounts acros…

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…ime and rank themes by recent returns to identify leaders, laggards, and rotation trends. Built for portfolio managers, research analysts, index providers, and allocators who need defensible, data-driven answers to thematic questions.

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…ity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed.

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…emas, 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.

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…e trade setups using tools for gamma exposure, open interest, volatility zones, risk/reward charts, portfolio tracking, and AI explanations. Use VEGA to better understand how an options strategy may behave before entering a trade, compare possible outcomes, and build a more structured trading plan.…

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…ions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

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wlthy is a net worth tracker for cross-border wealth. See your full portfolio, debts, and multi-currency cash flows across countries in one place, in any of 13 currencies. Import broker and bank statements, then break down allocation by asset class, loan-to-value, and…