Finance Codex plugins

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Valuation & Portfolio Research

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Interactive Write Research

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…on-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appeal packet drafting Verified county on…

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Web research Reward calculation Local wallet storage

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Research Planning Shopping Savings Deals Coupon Discount

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Research Analysis

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Browser Chart Analysis Backtesting Market Research Portfolio Analysis Paper Simulation

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…ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers

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…run saved strategies Inspect trades and equity curves Compare results with buy and hold Keep your research in one workspace

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FactSet Research Systems

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Gigantes Research LLC

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…financial data from Aiera, including live corporate events, filings, company publications, broker research, and much more.

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Research crypto intel and narratives.

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…positive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.

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…ields, and the federal funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis.

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…ology risk management, liquidity risk, payment systems and Bakong, AML/CFT, or fintech policy. Amok searches a corpus built from Cambodia's official sources — the National Bank of Cambodia's laws, prakas, and guidelines, and the Securities and Exchange Regulator of Cambodia — and returns the exact p…

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Ask Gina is a research assistant for crypto, prediction markets, perpetuals, and equities. Use it to fetch real-time prices and historical data for tokens, Hyperliquid markets, and Polymarket prediction markets, and…

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…r trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely search instruments, view funds and margins, check holdings and open positions, review today’s orders and trades, fetch real-time market quotes, and retrieve historical OHLC chart data. The connector i…

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Explore financial statements published by Brazilian companies. Search by company name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial fi…

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…; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, management claims and interpretation.

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…ds; analyze financial reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the necessary access, you can create, update, and delete supported accounting records and manage budgets, tags, and custom fields. Existing permissions, applic…

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Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profile…

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Clarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis,…

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…ding crypto narratives, upcoming macro events that move markets, breaking crypto news, and semantic search across crypto concepts, whitepapers, and project documentation.

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…rket context in plain English - View positions and portfolio 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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Read-only BuenaIA prototype that searches, details, and compares a catalog reconstructed from publicly available commercial product sheets (mobile, devices, home, business cyber, and digital protection). It helps identify coverage, o…

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…lt for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical training. The MCP figures out the filters, fields, and connections you might not have known to ask for, and returns a complete, sourced answ…

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…entiment, spot unusual whale activity, and explore AI-based price outlooks. It is built for quick research and clearer decision-making with simple, practical crypto insights.

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…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 insider transactions. - Filings and events: recent SEC…

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Registered Dubai property data for research: sale prices, rents, gross rental yields, growth and off-plan returns by building, area and villa community, from Dubai Land Department and Ejari records, with sources and sample sizes on every…

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…ssional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full text of filings rather than just their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a paid tier raises the limit. Options dat…

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ExpenseBot helps people capture receipt images and PDFs, search and organize expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported accounting destinations…

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FactIQ is a research data layer for AI agents. It gives users access to source-linked economic, market and company intelligence—including official statistics, structured company financials, filings and earnings-cal…

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Quant-factor data for 12,000 US tickers — research substrate, not prediction.

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…ives ChatGPT access to structured stock market data for 27,000+ active and delisted U.S. tickers. 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, in…

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…ny's latest annual report, pull a specific financial line item with its currency and fiscal period, search a filing's full text, or compare metrics across peers. Sign in with your free FinancialFilings account using OAuth, no API key needed. Built on the open Model Context Protocol.