Finance Codex plugins

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Unlock the 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 f…

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PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds,…

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Retirement Lab runs hypothetical retirement projections from user-supplied financial, tax-residence, and market assumptions. It can save and compare scenarios, run parameter sweeps, inspect stored results, render projection summaries, preview s…

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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 accessible via…

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…Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines access to company information, financial statements, historical market data, and global securities.

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StackerScan gives ChatGPT live precious-metals market data through five read-only tools. Current and previous-session spot prices for gold, silver, platinum, palladium, copper and nickel, in any supported currency and per troy ounc…

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…rns are free, restocking fees, holiday extensions, and a grade from A+ to D-. Check whether a store price-matches, what military and student discounts it offers, what a brand gives away on your birthday, and how to cancel a subscription. Find live deals with prices and list prices, look up store cre…

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…statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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…s), analyst consensus estimates, earnings dates, earnings filings and call transcripts, daily stock prices, and valuation multiples such as P/E and EV/EBITDA. See explanations for significant stock price moves, compare competitive peers by sector and product category, and run qualitative stock scree…

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…o autorizado de FinAnts —gastos, metas de ahorro, deudas y flujo de caja— en explicaciones claras y próximos pasos concretos, priorizados según tu situación real (primero un déficit, luego una deuda crítica, luego tus metas). Nunca inventa cifras, nunca asume lo que no se le compartió y nunca ejecut…

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Skills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits.

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A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dependency gates, independent red teams, management prediction scorin…

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…cturing, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

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Equibles gives ChatGPT direct access to US stock market data, so answers are grounded in primary sources instead of recall. Ask for a stock price, an option chain with strikes, greeks, implied volatility and open interest, or the numbers inside a company's SEC filings. Pull 13F institutio…

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

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…indicative term sheet for a business-purpose DSCR loan on a non-owner-occupied 1–4 unit investment property, from Dominick Prevete at National Loan Provider. Describe the deal — purchase or refinance, property address, loan amount, value, rent, taxes and insurance, credit score and how title will v…

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Read your invoices, cash position and P&L — and draft new customers, invoices and bulk price updates for you to approve inside Laabam.One.

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…lore blockchain and crypto market data with Nansen. Look up tokens and wallet labels, compare 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 Hyperliqu…

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…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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…fter 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 user onl…

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…er. Tally gives ChatGPT a trading journal it can operate but never rewrite: every trade starts as a pre-registered thesis with exit rules written before entry, a 24-hour cooling-off separates conviction from capital, and rule-breaking exits require a written justification that stays on the record fo…

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…e-by-side comparisons of Vaatun against tools like Saiba, Zoho, Sibro and IMTCare. Explore Vaatun's products (Vantage, Advantage, and Quik), read the latest Insurtech insights from the Vaatun blog, meet the team, and book a demo or trial without leaving the chat. Built for anyone evaluating how to d…