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Finance Codex plugins

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Explore 5,474 plugins across 14 categories.

Finance plugins 173

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InsurConnectACE Agents Inc.

Publisher description

InsurConnect helps people find licensed Property & Casualty insurance agents in Texas by location, insurance need, carrier, language, and rating. It can show public agent details, create a consent-based connection draft, connect a consumer to the matched agent after explicit TCPA consent,…

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FinanceVersion 1.0.0
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Interactive Brokers (IBKR)Interactive Brokers

Publisher description

…ChatGPT and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt ChatGPT to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" —…

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FinanceVersion 6.0.0
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IOL invertironlineIOL invertironline

Publisher description

…t and trade Argentine markets directly in conversation. Pull real-time quotes and order books for stocks, bonds, CEDEARs, and options on BYMA, with full options chains including Greeks. Place buy and sell orders, set stop loss and take profit levels, and subscribe to or redeem mutual funds (FCI). Re…

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FinanceVersion 1.1.0
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Itau BeneficiosBanco Itaú Chile

Publisher description

…o lo que necesitas saber sobre tus beneficios Itaú, ahora en ChatGPT. Pregunta por los beneficios asociados a tu tarjeta o encuentra descuentos y experiencias que se adapten a lo que buscas: Conoce los beneficios asociados a tus tarjetas. Encuentra descuentos y beneficios en viajes, entretención, re…

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FinanceVersion 2.0.0
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JawzPEDRO VICTOR DE FARIAS NUNES

Publisher description

…hat you actually own. Jawz gives it both. You get a live market read and a published four-chapter process for thinking about a portfolio: See the World (what markets are doing right now), Understand the Book (what your positions are really exposed to), Decide (how to think through a specific choice)…

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FinanceVersion 1.0.1
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KeyBid PulsKeyBid

Publisher description

Unlock the profitability of short-term rental investments with our ROI Calculator app, tailored for platforms like Airbnb, Booking.com, and VRBO. Users can paste property URLs from sites such as idealist…

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FinanceVersion 1.0.0
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…gives authorized users controlled access to DATEV accounting, payroll (Lohn und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retr…

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FinanceVersion 3.1.0
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KreditSMART SPEND FZCO

Publisher description

Kredit is a UAE-focused credit card comparison website that helps you quickly find cards that match how you actually spend. In one place, you can browse offers from multiple banks and compare key details side by side…

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FinanceVersion 1.0.0
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KuberaKubera Apps, Inc.

Publisher description

…ra account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is my current net worth? - What stands out in my balance sh…

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FinanceVersion 2.1.0
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LendflowLendflow

Publisher description

…the businesses behind them, review the offers and funder placements attached to a deal, see which documents are still outstanding, and move a deal to its next workflow status. Users sign in with their own Lendflow account and see only the records that account already has access to.

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FinanceVersion 1.0.0
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LevLev Inc.

Publisher description

…s commercial real estate workspace. Users can inspect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates.

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FinanceVersion 5.0.0
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Lexplorer Swiss Tax ResearchLexplorer

Publisher description

…l administrative practice (ESTV and SSK circulars, VAT publications), plus commentary and academic doctrine. ChatGPT plans the research the way a tax professional would: statute first, then administrative practice and doctrine, and for cantonal questions the sources of the right canton — every key s…

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FinanceVersion 1.0.1
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Manulife®Manulife

Publisher description

…n to generate your quote, assess eligibility, and support the travel insurance quote and purchase process. Please provide only the information requested, and do not share additional information unless specifically requested as part of the quote process. This plugin is available through ChatGPT, whic…

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FinanceVersion 7.0.0
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MergrMergr

Publisher description

…, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are buil…

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FinanceVersion 1.0.1
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Meshed CoverFounders Factory

Publisher description

Get tailored business insurance quotes for the UK directly in ChatGPT. Answer a few focused questions about your business, and this app will: • Assess your cyber risk profile • Identify relevant cover (including data breach response, ransomware, business interruption, cyber extortion,…

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FinanceVersion 2.0.0
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Midpoint Card PricesI Lov Guitars Inc.

Publisher description

…gic: The Gathering, Yu-Gi-Oh!, One Piece, Lorcana, Gundam, sports (baseball, basketball, football, hockey, soccer, wrestling, UFC, golf, tennis, boxing, racing) and entertainment cards. Ask for a card by name, set or number to get its raw (ungraded) price by condition and the graded ladder for PSA,…

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FinanceVersion 1.0.0
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MonitorBankRatesMonitor Bank Rates LLC

Publisher description

…onths), 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 with the minimum deposit and the date it was collected. Check today's average r…

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FinanceVersion 1.0.0
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MT NewswiresMT Newswires

Publisher description

…moving headlines Example prompts: → "What is the latest news for NVIDIA and has it influenced the stock's price?" → "Summarize the major analyst rating change developments from the past hour." → "What macro events are driving markets today?"

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Publisher full description

…moving headlines Example prompts: → "What is the latest news for NVIDIA and has it influenced the stock's price?" → "Summarize the major analyst rating change developments from the past hour." → "What macro events are driving markets today?"

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FinanceVersion 3.0.0
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MyInvestorMyInvestor Banco, S.A.

Publisher description

…'s public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and simulate a custom portfolio using historical market data. The app is read-only and does not access customer accounts,…

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FinanceVersion 2.0.0
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NansenNansen (Business/Productivity Software)

Publisher description

Explore blockchain and crypto market data with Nansen. Look up tokens and wallet labels, compare token prices and market activity, inspect Smart Money holdings and flows, and analyze public wallet portfolios, c…

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FinanceVersion 1.0.0
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OakbrookOneOakbrook Finance

Publisher description

…tructured plan might affect your monthly payment and overall repayment timeline. If you choose to proceed, you can continue your application securely on Oakbrook’s website. OakbrookOne will arrange repayment directly with your existing creditors if your application is approved. OakbrookOne provides…

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FinanceVersion 1.0.0
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ObolusObolus Finance Apps

Publisher description

Obolus helps users calculate net income from gross salary and compare salary, tax, and social contribution outcomes across supported countries. The app supports detailed payroll calculations for one or two persons, cross-country net income comparisons, and a ChatGPT result panel for relo…

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FinanceVersion 1.0.0
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OnChainDiligenceJAROSLAV GOLIS

Publisher description

Inspect autonomous payment proposals against structured policy, retrieve public signed OCD receipts, and check receipt proofs. Inspection is unsigned and performs no sanctions screening. Verification returns VALID, INVALID or UNVERIFIABLE; it does not establish payment safety, complianc…

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FinanceVersion 1.0.0
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OnePro AIETF 1 - OnePro

Publisher description

…ta sua conta ETF1 ao ChatGPT e dá acesso à mesma base de dados e aos mesmos motores de análise que você usa na plataforma. Consulta de ativos: fichas completas de ETFs brasileiros e globais, ações, BDRs, FIIs, fundos CVM, debêntures, renda fixa pública e privada e índices, custos, patrimônio líquido…

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FinanceVersion 1.0.0
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OptionClawsVirWare LLC

Publisher description

OptionClaws scans every optionable US stock and returns ranked options trades for the strategy you ask about. Covered calls, cash-secured puts, credit spreads, iron condors, butterflies, calendars, diagonals, straddles, strangles, and more.…

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FinanceVersion 1.0.0
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OptionsAhoyAlphaLatitude Inc.

Publisher description

…e and OptionsAhoy returns the answer with the year-by-year schedule behind it. 1. Which incentive stock options (ISOs) to exercise in which year, to hold down AMT and recover the credit later. We optimize across multiple years, with your tax status in mind. 2. Whether to sell restricted stock units…

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FinanceVersion 3.0.0
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Ornn DataOrnn AI

Publisher description

…dule) prices, token price indices by lab, LLM coding-activity indices, workload cost metrics, and neocloud datacenter 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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FinanceVersion 1.0.0
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PitchBookPitchBook

Publisher description

Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and…

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1 more matching sources

Publisher full description

…d performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market information or retrieval of structured data related to private companies, investment activity, or market partic…

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FinanceVersion 2.0.0
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PortfolioFitRekognize

Publisher description

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

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FinanceVersion 1.0.0
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PortfolioIQLayer 3 Labs

Publisher description

…ortfolio'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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FinanceVersion 1.0.0
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QuartrQuartr

Publisher description

Quartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through…

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FinanceVersion 5.0.1
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RateAPIRateAPI

Publisher description

…me 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 interactive comparisons and rate monitoring. Unlike e…

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FinanceVersion 1.0.0
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RateZip Deposit/Mortgage RatesRateZip

Publisher description

…d 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 serving window is withheld rather than presented as current. For deposit comparisons, enter a b…

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FinanceVersion 1.0.0
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RemitCheapRemitCheap

Publisher description

…omparison corridors and rank provider quotes by value or speed. RemitCheap does not send money or process transfers; users open the selected provider to confirm pricing and complete a transaction.

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FinanceVersion 1.0.0
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RemitlyRemitly, inc

Publisher description

…ore. Remitly is trusted by millions of customers who rely on it to send money home, donate or have local currency 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…

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FinanceVersion 7.0.0
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REPSLogCarmelTech LLC

Publisher description

…t through ChatGPT. Logs created here sync to those apps, so your records stay in one place for IRS documentation.

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FinanceVersion 1.0.0
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