Finance Codex plugins

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…macroeconomic indicators, FX rates, gold, 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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…ata. Ask about transactions and spending across your accounts, look up invoices and payment status, review card activity, and check bookkeeping records and tax deadlines. You need an active Finom account to use this connector. Access is limited to the companies your account is authorized for, and yo…

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

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…P fund in intricate detail. Once connected, you can use this to check fund 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 li…

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…inspect their trading bot workspace from ChatGPT through a read-only connector. Users can list and review bots, deals, account balances, connected exchanges, strategy schemas, market screener data, curated presets, and existing backtest request information without creating bots, starting deals, pla…

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…nd trading platforms. Delivers practical fee comparisons, currency conversion nuances, and security reviews with direct links to verified global fintech and crypto services.

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…g mandates. You choose what permissions to authorise when you connect. Money-moving actions show a preview and wait for your confirmation. Sensitive data such as customer email addresses are partly hidden before the model sees them. Bank account details are never shared. Building on the GoCardless A…

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…real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institutional-grade quality with the volume needed for decision-critical work.

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…able and receivable, and how much you have paid each helper. Sort out the transfers that still need review, schedule upcoming payments with reminders, generate receipts for helpers and clients, pull your yearly report for the accountant, and charge customers by card or payment link — all from the ch…

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…agement activities as they happen ("log 90 minutes of turnover cleaning at Beach House yesterday"), review their activity log with date, property, and category filters, check year-to-date hours against their material-participation goals (100 hours for STR, 750 for LTR) with on-pace status, and cross…

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…example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. ChatGPT never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations.…

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…ment 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 web app, so anything done thr…

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…d sell orders, 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 swo…

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…ts, categorize transactions, post journal entries, and close your books faster. ChatGPT drafts, you review and approve with confidence.

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…home for 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…

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…ending teams work their pipeline from ChatGPT. Look up applications and the businesses behind them, review the offers and funder placements attached to a deal, see which documents are still outstanding, and move a deal to its next workflow status. Users sign in with their own Lendflow account and se…

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…coverage. For more information about how your information is collected, used, and protected, please review our Canadian Privacy Policy and Legal Information & Disclosures.

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…essly move from quote to active broking support with Meshed. A specialist cyber insurance team will review your requirements, refine coverage, negotiate with insurers, and guide you through to policy placement.

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…ojections. It is designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, non-advisory" spelled out, so it's worth borrowing that line. Yours can stay richer, but add it at the end: MonitorBankRates has tracked bank…

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Connect your NeroPay merchant account to view balances, review sales performance and check recent transfer statuses in ChatGPT. Ask about your balance, explore gross sales and payment counts, or compare performance across reporting periods. Results are sho…

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…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 statements. Nexafin is privacy-first and read-only. It cannot move money or ac…

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Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pri…

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…gibility, and terms are determined by PANDA/InterRisk Versicherungs-AG after a full application and review. PANDA does not approve or deny coverage, issue policies, or provide personalized insurance advice; for a binding quote or to purchase a policy, please visit panda-tierversicherung.com.

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…ments to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent document history, view profile details, and monitor your API usage limits. Effortlessly digitiz…

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Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powe…

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…transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of f…

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Portfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review position plans…

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…sion so you can undo or restore. New figures or a changed stance from a founder email wait for your review in PrefMark.

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…arnings history, estimates, and surprises Screen by price action, fundamentals, or technical setups Review options flow, darkpool prints, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfoli…

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REPSLog helps real estate professionals log and review the work hours that count toward Real Estate Professional Status (REPS) for U.S. tax purposes. Connect your REPSLog account and you can add a time log in plain language (for example, "log 2 hou…

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…and compare scenarios, run parameter sweeps, inspect stored results, render projection summaries, preview selected taxes, and create unlisted public shares on explicit request.

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…nts can propose time logs, mileage, or unclassified expenses; proposals stay pending in Revestor AI Review until you accept them. Connector traffic does not use Gemini or Revestor AI credits. Output is records and status only, not tax, legal, or accounting advice.

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…h, group, person or trip to filter expenses by, and check your own roles, modules and currencies. - Review trips — look up trips and bookings you own or oversee, and tie expenses back to them. - Manage cards and wallets — list cards you hold, approve or oversee as finance, review matched and unmatch…

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…ayer: a deterministic processing engine that returns the same result every cycle, human-in-the-loop review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on every run. Describe a pro…

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…d helps users compare loan and financing options across multiple categories in one place. Users can review and compare business loans, personal loans, mortgages, auto financing, student loans, and other financing scenarios. SecureLend provides calculators and comparison tools to help users understan…