Finance Codex plugins

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…clear explanations of what each feature means in practice. Whether you’re looking for everyday savings on groceries and fuel, better value on flights and hotels, or a low-fee card to keep things simple, you can sort and compare cards based on what matters most to you.

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…ata for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financia…

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Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, watchlists, and order histo…

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…hing a brand, tracking a ticker, or following a market narrative or specific creator, LunarCrush brings real time social context directly into ChatGPT.

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…ve financial calculators. The app supports mortgage payments, refinance analysis, extra payment savings, loan comparisons, affordability calculations, and other lending-related workflows. Built for conversational financial planning and lending analysis.

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…tGPT, which is provided by OpenAI and is subject to OpenAI's terms, privacy practices, account settings, and data-handling practices. This tool is intended only to help you request a travel insurance quote. It cannot be used to submit or manage a claim, request emergency or travel assistance, or sen…

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Massive brings institutional-grade market data directly into ChatGPT. Query real-time and historical stocks data, options data, futures data, indices data, forex data, and crypto data through Massive.com's finan…

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…company, and deal search; buyer, investor, and advisor matching; ownership histories; activity rankings; and roll-up tracking. Every result links to the corresponding mergr.com profile. Access requires a mergr.com membership.

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Answers about U.S. public companies grounded in primary SEC filings, with every figure linked back to its source on SEC EDGAR. Pull exact as-filed XBRL facts and multi-period financial statements, track a metric across fiscal periods, screen and rank 5,500+ compan…

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…h institution's own published rates. Ask for the best rates on CDs (3 to 60 months), high-yield savings, money market and checking accounts, mortgages, home equity loans and HELOCs, auto loans, personal loans, and credit cards — nationally or in your state — and get one best quote per institution wi…

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…s comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing stru…

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…ions by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer…

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…pital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

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MT Newswires brings real-time global financial news directly into ChatGPT — providing original, unbiased and comprehensive multi-asset class coverage of capital markets and economies in over 180 topics. Powered by a…

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…li Growth Fund v3.0 framework across sectors using current fundamentals, valuation, catalysts, earnings, technicals, portfolio risk, and accessible public-forum evidence. The workflow may return no qualifying buy when standards are not met.

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…ook up tokens and wallet labels, compare token prices and market activity, inspect Smart Money holdings and flows, and analyze public wallet portfolios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your N…

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…nt you authorise. It cannot initiate payments, send transfers, issue refunds or change account settings. You choose which permissions to grant and can revoke access through NeroPay. A NeroPay merchant account is required. Sales figures reflect gross activity rather than profit. Displayed balances do…

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…performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based on publicly available financial data. Users can explore different investment styles such as growth, value, dividend, and conservative s…

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Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retrieval against Nomas RAG APIs. Users sign in on nomas.fyi; Free, Pro, and API…

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…tatutory tests for qualified small business stock (QSBS). Best to check early for potential tax savings, the rules just changed. 6. How exposed a single position leaves you, and what selling down, holding, or hedging each cost. We calculate and compare different strategies across three years, with y…

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…nding coverage — actual pricing, eligibility, and terms are determined by PANDA/InterRisk Versicherungs-AG after a full application and review. PANDA does not approve or deny coverage, issue policies, or provide personalized insurance advice; for a binding quote or to purchase a policy, please visit…

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Paribu brings live crypto market data into ChatGPT. Ask for the current price and 24-hour statistics (change, high, low, volume) of any coin listed on Paribu, in Turkish lira (TL) or USDT. You can also browse m…

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Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data.

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…. 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. Your assistant can read: - T…

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Power your equity research with 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…

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…edict future cashflow and net worth, and manage the budget events that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get…

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Portfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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PortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings.

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Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review position plans. With the p…

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This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbit…

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…e conversation, so ChatGPT answers from the study itself and links to the page. Topics so far: earnings drift, dividend capture, the Piotroski F-score, country and sector rotation, the Fama-French factors inside the S&P 500, regime classification, the overnight effect. The published papers are free…

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…about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC filings, options flow, technicals, analyst actions, insider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, wh…

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…ped, source-attributed US consumer rate information from sources covered by RateZip: high-yield savings and money-market APYs, CD APYs by term, fixed-mortgage rates and APRs, and home-equity/HELOC APRs. Each figure includes when it was observed, its source, and a freshness status; data outside its s…

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…t, 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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…enses by, and check your own roles, modules and currencies. - Review trips — look up trips and bookings you own or oversee, and tie expenses back to them. - Manage cards and wallets — list cards you hold, approve or oversee as finance, review matched and unmatched card transactions, check wallet bal…

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Connect your Shinhan Securities Vietnam account to review portfolio holdings, explore market trends in Vietnam, and get instant answers to investment-related questions directly in ChatGPT.