Finance Codex plugins

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…ve minimum tax (AMT), holding periods, state tax, and the time value of taxes paid early interact across several years. That is where rules of thumb break down. Ask in plain language and OptionsAhoy returns the answer with the year-by-year schedule behind it. 1. Which incentive stock options (ISOs)…

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…acenter site data. Users can look up current prices, chart historical trends, and compare markets across GPU types, memory types, labs, products, and regions.

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…hesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across earnings, company research, watchlists, agents, and investment thesis tracking.

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PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund perform…

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…ur money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending revea…

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…ize a portfolio's growth potential with advanced simulation technology. Run unlimited projections across stocks, bonds, crypto, real estate, and more. Adjust asset allocation, time horizon, and contributions to see portfolio forecasts within confidence intervals.

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…ermissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of future returns. A PortfolIQ account is re…

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…om 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 to read and need no account. Signed i…

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…darkpool prints, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and does not execute trades.

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Get real-time financing rates from 4,200 credit unions across all 50 states—covering mortgages, auto loans, HELOCs, personal loans, and credit cards. RateAPI delivers personalized recommendations based on your location, loan amount, and credit profile, with…

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…ency while traveling abroad. Our customers and their recipients are located in over 170 countries across the globe, and Remitly offers 24/7 customer support. You can try asking: - What's the best rate for sending 50 usd to India from USA - What delivery methods are supported sending USA to Mexico? -…

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…one queryable graph. Pull a company's financial statements by ticker or CIK, pivot reported facts across companies, periods and dimensions, resolve a concept like "revenue" to its XBRL element, and run full-text search across filing narratives, then read the exact section. Read a filing the way it w…

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…ur Rootline account to ChatGPT, so you can ask about any payment, merchant account, or settlement across your network.

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…T and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant executes and governs. Savvy connects the two, turning a conversation about a finance process into an audit-ready…

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SecureLend helps users compare loan and financing options across multiple categories in one place. Users can review and compare business loans, personal loans, mortgages, auto financing, student loans, and other financing scenarios. SecureLend provides calcula…

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…the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intelligence to Energy data, generating queries and assembling cited results automatically. Built by Kensho, S&P Global’s AI innovation engine, the solution i…

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StockLens scores 9,500+ stocks every night across five domains: Fundamental, Technical, Risk, Sentiment, and Macro. Ask about a stock and get its latest composite score, the domain scores behind it, and the strengths and challenges the scoring r…

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…ge accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for, and what do they cost per year?" "How is my portfolio allocated across stocks, ET…

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…lly 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 exposure from sector down to micro-theme. * Screen for thematic exposure…

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…PT. Access stocks, forex, cryptocurrencies, indices, ETFs, commodities and government bond yields across markets worldwide. Stocks & ETFs: Get live market snapshots, bid/ask quotes, latest trades, previous closes and historical OHLCV data for US and international equities and ETFs. Forex & crypto: C…

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…r manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Tinman AI turns what used to take days or weeks into real-time, compliant decisions that…

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…r manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Tinman AI turns what used to take days or weeks into real-time, compliant decisions that…

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…tional-grade blockchain data into ChatGPT. Query standardized onchain financial and usage metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to Token Terminal’s data layer, which transforms raw blockchain acti…

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…value and loan amount, and you'll get a clear rate card showing today's best mortgage conditions across multiple fixed-rate periods (3 to 30 years): nominal interest rate, effective annual rate, estimated monthly payment, and remaining debt at the end of the fixed-rate term. Rates are sourced daily…

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…ered 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 help breakdown bull and bear cases, compare analyst sentiment across time, and deep dive into stock analysis. We compress what…

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…te an issuance, trace a grant's acceptance and signing status, check share authorisation headroom across companies, review governance settings, or summarise ownership structure and dilution - all grounded in your live Vestd data. Built for founders, finance teams, and company secretaries who manage…

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…0 regulatory authorities worldwide. The platform features a scoring system that evaluates brokers across five key dimensions: Regulation, License, Risk Control, Software, and Business. The final results will be presented in the form of a score.

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wlthy is a net worth tracker for cross-border wealth. See your full portfolio, debts, and multi-currency cash flows across countries in one place, in any of 13 currencies. Import broker and bank statements, then break down allocation…

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…— simply connect and start querying. Ideal for anyone who needs quick currency insights, monitors cross-border exchange rate trends.

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…tion intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors ma…

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…an estimates off a bill. Behind it sits an analysed corpus of more than 20,000 Israeli households across 500+ municipalities, each a full hourly export from Israel Electric Corporation — up to 17,520 meter readings per home. That is what lets these tools answer with a number rather than a rule of th…