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Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,822 plugins across 14 categories.

Finance plugins 115

73–108 of 115

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NexafinNexafin

Publisher description

…eview 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 access sensitive credentials. You stay in control of what data is shared and can disconnect at any time…

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FinanceVersion 1.0.0
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Next Stock - Market InsightsOtaner Tech Inc.

Publisher description

Next Stock – Market Insights helps users explore stock market data through structured analysis and historical performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights…

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FinanceVersion 1.0.0
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Nsure Insurance QuotesNsure Inc.

Publisher description

…rom multiple insurers. Compare results side by side and select an option to continue your purchase through Nsure’s website.

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FinanceVersion 1.0.0
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OakbrookOneOakbrook Finance

Publisher description

…ChatGPT helps you explore how turning multiple debts into one monthly payment could work for you - through a simple conversation. Share details about the debts you’re managing and see illustrative repayment scenarios. You can understand how combining balances into one structured plan might affect yo…

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FinanceVersion 1.0.0
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OnePro AIETF 1 - OnePro

Publisher description

…rimônio líquido, retornos históricos, alocação e composição. Screener com filtros por classe, look-through da carteira de ETFs (inclusive ETFs de ETFs) e lookup reverso ("quais ETFs carregam NVDA?"). Análise de carteira: seus portfólios salvos no OnePro, ou uma carteira informada na conversa, avalia…

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FinanceVersion 1.0.0
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OptionClawsVirWare LLC

Publisher description

…op candidates with return, probability of profit, greeks, and liquidity, using quotes that refresh throughout the trading day. You can also start from a built-in preset, re-run scans you've saved on OptionClaws, and look up which filters are available before you scan. Made for options traders who wa…

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FinanceVersion 1.0.0
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OptionsAhoyAlphaLatitude Inc.

Publisher description

…selling down, holding, or hedging each cost. We calculate and compare different strategies across three years, with your taxes in mind. 7. What a protective put or a zero-cost collar prices at. If you need to protect your holdings, you're probably considering a hedge. But which one? We make it easy…

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FinanceVersion 3.0.0
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PaneReal

Publisher description

…spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.

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FinanceVersion 1.0.0
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PazyPazy Digital Ventures SL

Publisher description

…zy app helps users understand what a funeral plan is and find the plan that best fits their needs. Through a guided conversation, it analyzes factors such as age, city of residence, and funeral service preferences (cremation or burial, wake or ceremony) to provide personalized recommendations. It al…

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FinanceVersion 2.0.0
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PFT Edgebook - Trading JournalPhil Wasmuth

Publisher description

…read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers based on your actual trades.…

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FinanceVersion 1.0.0
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PhillipCapitalCQ Teknoloji A.Ş.

Publisher description

…formation only and does not place, change or cancel orders. Phillip Capital customers place orders through the firm's own channels, including MobilG and Phillip Capital's separate order connector for AI assistants, which is offered directly by the brokerage under its own customer agreement.

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FinanceVersion 1.0.0
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PinegapPinegap inc

Publisher description

…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-powered deep equity research across earnings, company research, watchlists, agents, and invest…

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FinanceVersion 1.0.0
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Portfolio Dividend TrackerPortfolio Dividend Tracker

Publisher description

…nd manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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FinanceVersion 1.0.0
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PreqinBlackrock

Publisher description

Preqin MCP connects AI assistants to Preqin data, enabling users to access and analyze information through natural language. By combining AI with trusted private markets intelligence, users can research topics, answer questions, explore data, and support workflows directly within ChatGPT. Preqin MCP…

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FinanceVersion 3.0.0
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PrimeSync Studioנביה חיר

Publisher description

…Audit generated code against approved rules and run deterministic Monte Carlo robustness checks on chronological backtest returns. PrimeSync Studio does not execute trades, provide personalized financial advice, or guarantee profitability.

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FinanceVersion 1.0.1
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QuartrQuartr

Publisher description

…sets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

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FinanceVersion 5.0.1
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RazorpayRazorpay Software Private Limited

Publisher description

Connect your Razorpay account to access your payment data through conversation. Ask ChatGPT about your payments, orders, refunds, settlements, QR codes, payment links etc. Get instant answers to questions like "Show me today's payments," "What's the status of…

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Publisher full description

Connect your Razorpay account to access your payment data through conversation. Ask Codex about your payments, orders, refunds, settlements, QR codes, payment links etc. Get instant answers to questions like "Show me today's payments," "What's the status of m…

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FinanceVersion 1.0.0
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RealOpenRealOpen Group, Inc.

Publisher description

…lity, 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 escrow.

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FinanceVersion 2.0.1
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REPSLogCarmelTech LLC

Publisher description

…tion. 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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RydooRydoo

Publisher description

Rydoo MCP connects ChatGPT to your Rydoo account, so you can manage your expenses through everyday conversation instead of navigating the app. Sign in once with your existing Rydoo login — ChatGPT can then only see and do what you're already permitted to do in Rydoo, using your own…

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FinanceVersion 1.0.0
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SacraSacra Inc.

Publisher description

…ists, “what changed?” updates) grounded in your Sacra data. Available to all Sacra users from free through standard, pro and platform, with usage limits determined by the plan level.

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FinanceVersion 1.0.0
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ScorechainScorechain S.A.

Publisher description

…nce, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.

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FinanceVersion 1.0.0
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SiftingIOSaltingIO LLC

Publisher description

…rket opening status and holiday calendars in the same conversation. Connect your SiftingIO account through a read-only authorization; there is no need to paste an API key into ChatGPT. Data is retrieved on request, not streamed continuously. Available markets, historical depth and request limits dep…

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FinanceVersion 1.0.0
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Simply Family BudgetSysoev, Sergiy

Publisher description

…ogether. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

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FinanceVersion 3.1.0
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SkyWatch.aiSkyWatch AI

Publisher description

…rance allows pilots to receive non owned aircraft renters insurance quotes directly within ChatGPT through a fast, guided conversational experience. Built specifically for aviation renters, it replaces traditional insurance forms with a simple flow and delivers a clear quote summary in seconds. Key…

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FinanceVersion 1.0.0
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SynciSynci

Publisher description

…kahu - Investment brokerages and crypto exchanges via SnapTrade All connected accounts are visible through one MCP server, in their native currencies.

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FinanceVersion 1.0.0
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TabsDEEPAK A BAPAT

Publisher description

…Tabs MCP connector lets AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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FinanceVersion 1.0.0
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TaxHeavenTaxHeaven Ltd

Publisher description

…and how much to save monthly • Add or remove VAT, compare the Flat Rate Scheme, check registration thresholds • Find out if an expense is tax-deductible under HMRC rules • Calculate capital allowances on business equipment and vehicles • Scan receipts and categorise them for your tax return All calc…

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FinanceVersion 1.0.0
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Theia InsightsTheia Insights, Ltd.

Publisher description

…pping 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 ticker, ISIN, FIGI, or ticker — see its full thematic expo…

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FinanceVersion 1.0.0
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Token TerminalToken Terminal

Publisher description

…n: • Analyze the usage and activity of any blockchain • Analyze any tokenized asset or application through 25+ different metrics • Get access to full historical data • Answer research questions without dashboards or SQL Built for investors, analysts, developers, and researchers who want reliable blo…

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FinanceVersion 3.0.0
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Unusual WhalesUnusual Whales Inc

Publisher description

Unusual Whales helps users research markets through ChatGPT with options flow, option chains, equity fundamentals, insider and congressional trading, macro rates, charts, and related market data.

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FinanceVersion 2.0.0
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Validis (AU)Validis Group Holdings Limited

Publisher description

…s, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrit…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings Limited

Publisher description

…s, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrit…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings Limited

Publisher description

…s, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrit…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings Limited

Publisher description

…s, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrit…

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FinanceVersion 1.0.0
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VibooksBlock Software Inc.

Publisher full description

…invoices, and bank or card statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device by default, and every write remains user-controlled.

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FinanceVersion 0.4.0
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