Finance Codex plugins

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…e backtests to see how your strategies would have performed historically. View detailed performance reports with interactive charts showing entry/exit points, returns, and risk metrics.

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…itals and billing codes, retrieve chargemaster cost statistics for a hospital, and compare a code's reported costs across hospitals.

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…gs and research - Expected default frequency - Economic data and research - News and media - Annual reports Use Moody's Credit MCP for: - Credit Analysis - access comprehensive credit risk data and research to assess creditworthiness and compare risk across issuers and instruments - Risk Management…

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…tGPT. Ask about your balance, explore gross sales and payment counts, or compare performance across reporting periods. Results are shown separately by currency where applicable. NeroPay Insights provides read-only access to the merchant account you authorise. It cannot initiate payments, send transf…

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…spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or…

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…new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and ca…

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…g Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

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…receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked

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…y, margin, growth and customer concentration, kept current from your bank and accounting data. Your reporting tells you what happened. Here you get what it did to your options: which stay open, which close, and when.

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…ress scenarios showing what breaks the deal, every assumption it filled in for you, and a shareable report link. It covers long-term rental, short-term rental, BRRRR, fix-and-flip, multifamily and new construction. It can compare all six against the same property to find its best use, and solve back…

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…uding invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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…XBRL filings as one queryable graph. Pull a company's financial statements by ticker or CIK, pivot reported facts across companies, periods and dimensions, resolve a concept like "revenue" to its XBRL element, and run full-text search across filing narratives, then read the exact section. Read a fi…

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…quest a virtual card with the limit you confirm. Requires the Rydoo Cards module. - Send feedback — report a bug or request a feature straight to Rydoo.

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…memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & corp dev:…

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…, runs it, reads the output back, and tells you what it found. When a run finishes you get the full report — performance statistics and the individual trades behind them. ChatGPT can also work with a StrategyTune chart you already have open: read the bars and each indicator's computed values, add an…

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…ies by keyword, date range, amount, or category - Record a new income or expense entry - Generate a report with monthly and category breakdowns You stay in control of your data. When you connect, Suitoly asks you to sign in and choose exactly which ledgers ChatGPT can access, and whether it can only…

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…panies most exposed, ranked by research-driven exposure scores rather than keyword matching or self-reported tags. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do.…

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…tes — not guesswork from listing sites. Give it an address or postcode and you get a clear property report: recent sales nearby, certificate ratings and floor area where available, a map of the area, and how local prices compare on a per-square-foot basis. You can also search certificates by postcod…

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…als and activity. With separately granted permissions, follow or unfollow companies. Capability-gap reporting stores feedback linked to the connected account for internal review. The app cannot invest, reserve, move money, recommend investments, or guarantee returns.

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…ions • Upload, list, and download supporting attachments • Automatically fill in your firm-specific reporting template

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…, fundamentals, Zacks Investment Research and market news straight into your Claude chat. Financial reported data, Zacks Ranks, Data history, daily prices, Analyst consensus , reasons to buy, investment ideas.