Finance Codex plugins

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…s: - Banks in Europe and the UK via GoCardless Bank Account Data - Banks in New Zealand via Akahu - Investment brokerages and crypto exchanges via SnapTrade All connected accounts are visible through one MCP server, in their native currencies.

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…and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed.

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…CFDs. TradingNX is educational risk-management software only and does not provide buy, sell, hold, investment, or financial advice.

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Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to he…

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…air value, which stocks deserve further research, and what has changed. ValuEdge provides read-only investment research and does not execute trades.

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…review their fundraising dashboard and investor directory; syndicate managers can inspect members, investments, deals and activity. With separately granted permissions, follow or unfollow companies. Capability-gap reporting stores feedback linked to the connected account for internal review. The ap…

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…ak down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment, tax or legal advice. wlthy never moves money or trades on your behalf.

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Use Zacks Investment Research’s trusted data right in your AI chat — and give your AI assistant an edge. Zacks Connect AI is a Model Context Protocol (MCP) server that plugs the Zacks Rank, estimates, fundament…