Finance Codex plugins

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Financial data

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Daily market summaries Stock research Earnings analysis Market news Financial data analysis

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…equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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…dy's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

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AgentCollect connects your AR recovery data to your assistant. Ask "how much did we recover last quarter?", "what's my recovery rate?", or "which accounts paid the most?" and get a complete, business-framed answer scoped strictly to your o…

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Connect your airpay account to access payment data through conversation. Ask ChatGPT about transactions, settlements, refunds, etc. and get instant answers without logging into your dashboard. What you can do: 1. Retrieve transaction and order de…

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…cy This way, you’ll get exactly the support that’s right for you. Privacy & Consent Protecting your data is our top priority. We process your information exclusively in connection with the use of this application and in accordance with applicable data protection regulations. Please review our privac…

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…tly on the accuracy and completeness of the information provided. Important: Do NOT provide payment data (bank account numbers, IBANs, payment card details), national identity documents (DNI/NIE), passport numbers or any other sensitive personal identification data through this chat. Such data shoul…

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Alpaca’s ChatGPT Plugin provides direct access to Alpaca's Trading API and Market Data API. Connect ChatGPT to your account to monitor your live positions, analyze market trends, and manage your account using natural language. Use Alpaca’s Trading API and Dashboard directly if you…

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…hatGPT Plugin provides direct access to paper trading execution via Alpaca's Trading API and Market Data API. Connect ChatGPT to your Alpaca paper account to place simulated trades across stocks, ETFs, options, and crypto. Monitor your positions, analyze market trends, and manage your account throug…

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…ais. Separa fatos, declarações, consenso, cálculos e premissas, registra limitações e cita fontes e datas. Não executa ordens nem fornece recomendação personalizada de compra, venda ou manutenção.

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…uding holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlocks the remaining tools and full analyses. The app is informational and read-only: it does not buy or sell investments, move money, or replace financial advice.

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…e source it came from. You need an Antevo Wealth account to sign in - this connector reads your own data and nothing else, and anything that would change a record describes the change and waits for your approval first.

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…ypto, prediction markets, perpetuals, and equities. Use it to fetch real-time prices and historical data for tokens, Hyperliquid 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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…rs 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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…the user's own B2B.nu company so they can ask questions in plain Swedish and get answers from live data — the current financial position, the income statement and balance sheet, the VAT basis for the next filing, which invoices are overdue, which costs have drifted, and what is due next. With write…

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…n Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods 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 h…

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…nd review reported institutional holdings and insider transactions. The app retrieves public filing data; it does not execute trades or submit or modify filings.

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Boersi connects ChatGPT to a structured database on 1,800+ stocks & ETFs: business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets.

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…eceipts from HTTPS URLs; update memos and attendees; assign card expenses to limits; export expense data; and submit product feedback.

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…y figure. Every answer carries a link that reopens the same run in the web app, pinned to the exact data it was computed from, so a number in a conversation can be checked rather than taken on faith. Prices come from published daily closes; inflation and rate series come from the St. Louis Fed. Ther…

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Bull AI brings company documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management guidance with later company…

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…d real estate decision with a comprehensive Buy vs. Rent simulator. This app provides an objective, data-driven analysis to determine if buying a property is truly more profitable than renting and investing your capital elsewhere. By integrating historical and projected IMF inflation data for your s…

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…ficiency (km/l) for an even more precise cost-per-kilometer calculation. No sign-up and no personal data collected.

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…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 designed to support financial planning and decision-m…

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…s and manage your entire payments ecosystem through 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. Bu…

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Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references…

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Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references…

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Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references…

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…your criteria, and get concise breach summaries across your portfolios, all powered by Clarity AI's data.

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…he market. Instead of wading through confusing offers and hidden fees, you get straightforward plan data you can trust. When paired with your Smart Meter Texas (SMT) usage data, it helps match your actual consumption patterns to the plan that will genuinely cost you the least — whether that's a stea…

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…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 risk scenarios and evaluate sophisticated trading opportunities and hedging strategies.

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Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, with trade ideas ready for your f…

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Tusk Liquid connects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, amendments, and obligations — extracted from publicly filed credit agreements. Once connected, you can query a deal's ter…

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Access your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB sta…

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Daloopa supplies high quality fundamental data sourced from filings, investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundati…