Finance Codex plugins

Publisher description

…statutory tests for qualified small business stock (QSBS). Best to check early for potential tax savings, the rules just changed. 6. How exposed a single position leaves you, and what selling down, holding, or hedging each cost. We calculate and compare different strategies across three years, with…

Publisher description

…ing ideas into custom strategies. Backtest crypto, stocks, and ETFs, compare results, and keep improving in Premiss.

Publisher description

…amped, source-attributed US consumer rate information from sources covered by RateZip: high-yield savings and money-market APYs, CD APYs by term, fixed-mortgage rates and APRs, and home-equity/HELOC APRs. Each figure includes when it was observed, its source, and a freshness status; data outside its…

Publisher description

…ast, clear snapshot of how prepared you are for retirement—based on your age, income, and current savings. See an easy retirement “score,” an on-track status, and the key numbers to focus on next. Free to use right now for a limited time.

Publisher description

…income statement") to a raw traversal ("which 2025 10-Ks mention goodwill impairment?") without leaving ChatGPT. Authorization is OAuth 2.1 with PKCE. This plugin connects only to the SEC EDGAR repository, which is read-only, and you can revoke access at any time. Open source (Apache-2.0): github.c…

Publisher full description

…mary for daily market briefings, ticker research, earnings analysis, catalysts, risks, and market-moving developments.

Publisher description

…gig drivers. Mark deductions as "already claimed" or "didn't know about" and watch your estimated savings grow in real time with our savings meter. How it works: - Browse deduction categories (mileage, vehicle expenses, phone & technology, health insurance, and more) - Mark each deduction to build y…

Publisher description

…(LLMs) to query insights from our database into their systems, streamlining your workflows and improving your output.

Publisher description

…nman AI turns what used to take days or weeks into real-time, compliant decisions that keep loans moving and deals alive.

Publisher full description

…nman AI turns what used to take days or weeks into real-time, compliant decisions that keep loans moving and deals alive.

Publisher description

…ring refinancing options, this app helps you understand real financing costs in seconds, without leaving your conversation. Representative example conditions only. Not financial advice. Results are indicative and non-binding.

Publisher description

Twelve Data helps you look up market data and inspect it without leaving ChatGPT. Ask for a quote snapshot, view real-time or historical price action in an interactive chart, search the endpoint catalog, and run market data workflows for stocks, ETFs, funds, forex, cr…

Publisher description

…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 digitize and scale an insurance intermediary business.

Publisher description

…omplete snapshot of your financial health in seconds. WealthCheck analyzes your income, expenses, savings, and debt to calculate your net worth, savings rate, and monthly spending — then gives you a personalized action plan to improve. Whether you're budgeting for the first time or optimizing an exi…

Publisher description

…fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors and analysts worldwide.

Publisher description

…you’ll never worry about money again. Get access to custom tools & expert guidance on topics like saving, paying off debt, managing money with a partner, irregular income, and more—all prepared by the real humans behind the cult favorite money app, YNAB, which has helped millions of people get good…