Finance Codex plugins

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…d historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, commodities, and global indices. Licensed by major global exchanges for institutional-grade accuracy. Access 200+ global market indices, ETF profiles and sector allocations, and…

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…he workspace where financial consultants and their business clients keep the numbers an engagement runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's overview, household budget and transactions; and r…

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…tead of guessing. The corpus is in English. Ask in any language — ChatGPT translates and answers grounded in the official text. Results support research and compliance work; they are not a substitute for legal counsel. Free, no account needed.

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Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to…

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…rt, a nine-layer world map down to chokepoints and subsea cables, and macro-economic history for around 180 countries — some series back to 1920. Every answer is dated and names its source. Public and read-only: no account, no sign-in, and no tool that can change anything.

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Connect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations…

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…ns, summarize net settlement and fees, break down fees by payment method, and show exactly where amounts do not match. It analyzes only the files you provide and does not access your Antom account or download reports.

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Toggle between exchange rates and convert different amounts without having to leave ChatGPT. e.g. Just ask ChatGPT: "@Any Exchange Rate How much is 300 dollars in euros?" Once the app is open, switch amounts or currencies, then carry on chatting- the mode…

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…uid markets, and Polymarket prediction markets, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside ChatGPT or Codex.

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…io Management or Investor Management data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associ…

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Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT.

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…formation 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 is designed to give users u…

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…eriods and available data update dates. Coverage is expanding, and some periods or documents may be unavailable. A Balanços.AI account is required. Queries generate operational logs and private usage history, with usage history retained for 90 days.

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Convert bank statements, invoices, and receipts into accounting-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or CAMT.053 documents and export to CSV, Excel, QuickBooks, OFX, QFX, MT940, CAMT.053, JSON, Xero, Sage, MYOB, UBL, Peppol,…

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…nd promos. Try: “Explain to me the card cashback” or “Is it really free?”. Information only (no account access or transactions). Available in Italian and German.

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…transparent, side-by-side estimates for exchange rates, transfer fees, payment methods, and the amount your recipient could receive from all providers in your country. Providers we support: Wise, Remitly, Western Union, Xoom, Instarem, PandaRemit, LemFi, and more.

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Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC fil…

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Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit all…

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…across Spot, Futures, and Options. No authentication is required. This app does not access user accounts and does not support trading or transactions. Market data is provided “as is” from Binance’s public APIs and may be delayed, incomplete, or subject to change. This information is for informationa…

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…into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rather than secondary commentary. Ask the question the way you would ask a colleague. Bizora interprets it, researches it against the governing authority, and returns…

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…ny spend through ChatGPT. Users can look up expenses, cards, limits, users, bills, vendors, and accounting records; analyze spend; attach receipts from HTTPS URLs; update memos and attendees; assign card expenses to limits; export expense data; and submit product feedback.

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…metic instead of opinion: what would a regular buying plan have been worth? Give it an asset, an amount and a schedule — daily, weekly, monthly or quarterly — and a start date, and it returns what you put in, what it would be worth at the last close, the profit, the simple and money-weighted returns…

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…with later company-reported outcomes; examine management-claimed advantages alongside listed peers; understand revenue segments; review market transactions and corporate actions; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly sep…

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…r capital elsewhere. By integrating historical and projected IMF inflation data for your specific country, the simulator tracks the real value of your money year after year. It provides a complete financial breakdown from your first mortgage payment to the final resale, ensuring you stay objective b…

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…. This plugin provides real-time public market data directly in your ChatGPT conversations — no account or API key required. Capabilities: • Real-time prices: Get the latest price, 24h change, and trading volume for any spot or futures pair on Bybit. • K-line charts: Retrieve candlestick (OHLCV) dat…

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CapyCash helps users track income and expenses, organize categories and lists, and understand spending patterns from their own financial data. Users can ask for summaries, recurring expense detection, affordability checks, savings simulations, and goal-based scenario planning. It is…

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…are recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Caribooks account connected to QuickBooks Online is required. Companies start with read-only access. Users enable writes separately for each company; deleting, voiding and emailing documents require explicit confir…

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Name a store and get the card in your wallet that nets the most on that purchase. Accounts for how the merchant actually codes (Target is a discount store, not a supermarket), spending caps you have partly used, categories you have not activated, what your points are really worth, and…

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…ugh natural conversation. Access merchant dashboard data instantly — including payments, orders, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and develope…

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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…

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…access the full depth of their trusted private markets portfolio data using natural language, from underlying portfolio companies and assets to funds, vehicles, commitments, and more. Chronograph provides two separate Apps for different client user types: Chronograph LP for Limited Partner users an…

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…investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra-financial metrics. Discover investment universe companies that meet your crite…

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Securely connect your financial accounts to see your net worth, spending, and household finances in ChatGPT — including accounts shared with a partner, with full control over what stays private.

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…plan that will genuinely cost you the least — whether that's a steady fixed rate or a plan built around free nights and weekends.

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Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess ri…

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…t. Manage your financial life through natural conversations: log expenses, track budgets, check account balances, and organize your financial categories quickly, securely, and automatically.