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Finance Codex plugins

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Explore 5,434 plugins across 14 categories.

Finance plugins 94

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PocketSmith Complete AccessPocketSmith

Publisher description

…is year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Pla…

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FinanceVersion 1.0.0
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PointBagelPointBagel

Publisher description

…nect it and ChatGPT can answer questions about your own wallet: which card earns the most on a purchase, what your points are worth, whether an annual fee is still earning its keep, and which transfer bonuses are live right now. The answers come from your actual cards and spending, priced with Point…

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FinanceVersion 1.0.0
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PremissLoraLabs

Publisher full description

…ehind the numbers, understand drawdowns, and compare completed results with a matched buy-and-hold baseline. Keep your code, strategies, and research notes together in your private Premiss workspace. Revisit an idea, change the rules, and run it again. A Premiss account is required. Available histor…

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FinanceVersion 0.2.1
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PrettoPretto

Publisher description

…ls to instantly determine your maximum borrowing capacity or simulate your future monthly payments based on current market trends and profile-specific interest rates. Schedule an appointment with a Pretto broker to refine your results and structure your financing plan. The service is free of charge.

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FinanceVersion 1.0.0
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QBO Connector by MeridianPilot.com, Inc.

Publisher description

…ooks 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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FinanceVersion 1.0.5
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RateAPIRateAPI

Publisher description

…uto loans, HELOCs, personal loans, and credit cards. RateAPI delivers personalized recommendations based on your location, loan amount, and credit profile, with interactive comparisons and rate monitoring. Unlike estimate-based calculators, every rate comes from actual credit union data, helping you…

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FinanceVersion 1.0.0
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RealOpenRealOpen Group, Inc.

Publisher description

…Funds eligibility, generate a Proof of Funds letter, and start your crypto-funded real estate purchase directly through ChatGPT. When you’re ready to purchase, the transaction takes place outside ChatGPT through RealOpen, where your crypto is converted and fiat funds are sent to the seller or escro…

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FinanceVersion 2.0.1
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REPSLogCarmelTech LLC

Publisher description

…rs' data. Requires a REPSLog account with an active Premium subscription. That subscription is purchased separately in the standalone REPSLog mobile and web apps, not through ChatGPT. Logs created here sync to those apps, so your records stay in one place for IRS documentation.

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FinanceVersion 1.0.0
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RetirementIQLayer 3 Labs

Publisher description

Get a fast, 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.

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FinanceVersion 1.0.0
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Seguro MatchTuio Partners Correduría de Seguros, S.L.

Publisher description

…ill the quote, never sent to the model). Final checkout happens on seguromatch.com; nothing is purchased inside ChatGPT.

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FinanceVersion 5.0.0
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SkyWatch.aiSkyWatch AI

Publisher description

…ded. When ready to proceed, users are securely redirected to SkyWatch’s web portal to complete purchase, with previously entered information preserved. How Does It Work? Pilots answer a short series of aviation specific questions about their experience and coverage needs. The app generates a persona…

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FinanceVersion 1.0.0
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S&P Global - DeterministicKensho Technologies

Publisher description

Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines acces…

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FinanceVersion 7.0.0
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StockFitSecond Dot LLC

Publisher description

StockFit offers structured fundamental data directly based on SEC filings for all US Stocks/ETFs/Mutual Funds.

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FinanceVersion 1.0.0
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TaxMadeEazy: Rideshare DedTEKPartner

Publisher description

…urance, and more) - Mark each deduction to build your personalized summary - See estimated savings based on your selections - Connect with a verified CPA who specializes in rideshare taxes for professional guidance What it doesn't do: TaxMadeEazy is informational only. It does not file taxes, calcul…

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FinanceVersion 1.0.0
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Testfoliotestfolio

Publisher description

…fective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historica…

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FinanceVersion 1.0.0
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Theia InsightsTheia Insights, Ltd.

Publisher description

…ification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI), with 10+ years of daily history across global regions. What you can do in ChatGPT: * Profile any company by tic…

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FinanceVersion 1.0.0
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Third BridgeThird Bridge Group

Publisher description

…systematically and securely instructs Large Language Models (LLMs) to query insights from our database into their systems, streamlining your workflows and improving your output.

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FinanceVersion 4.0.0
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ThrifleMUHAMMAD HAIDER EJAZ

Publisher description

…on price is worth buying now or waiting on. Every answer includes a link to the Thrifle page it is based on. The data covers 2,250 US retailers, is verified by Thrifle's editors, and each record carries the date it was last checked. The plugin is read-only: it looks things up and never changes anyth…

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FinanceVersion 1.0.0
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TrataTrata

Publisher description

…s hundreds of calls in our library. It goes beyond simple searches to help breakdown bull and bear cases, compare analyst sentiment across time, and deep dive into stock analysis. We compress what would take hours of analyst research into a single question.

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FinanceVersion 1.1.0
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TrueProfitFIREAPPS TECHNOLOGY JOINT STOCK COMPANY LLC

Publisher description

TrueProfit helps ecommerce merchants review revenue, costs, profit, orders, products, ads, pixel-based marketing attribution, UTM performance, customer overview, and store health from their authenticated TrueProfit account in ChatGPT.

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FinanceVersion 2.0.0
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VUHL VA Loan CalculatorVeterans United Home Loans

Publisher description

…rates displayed in this calculator are shown for illustrative purposes only. Your rate may differ based on a variety of factors, including your credit score and the current market conditions. Taxes and Insurance amounts are estimates based on the loan amount.

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FinanceVersion 3.0.0
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XE Currency ConverterXe Corporation

Publisher description

…", or '250 dollars in rupees' — with or without an explicit amount, and with currency codes in any case or written as names. Returns the converted amount and the current mid-market exchange rate.

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FinanceVersion 1.0.0
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