Finance Codex plugins

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Learn to invest with AJ Bell in ChatGPT helps you build your investing knowledge through a simple, natural conversation. Explore clear, educational content from AJ Bell’s Learn to Invest library, read helpful articles and Shares Mag…

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…simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.

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Lendflow lets lending teams work their pipeline from ChatGPT. Look up applications and 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 workflo…

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Lev connects ChatGPT to a user's commercial real estate workspace. Users can inspect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipeli…

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Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets…

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…trative 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 statement…

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…ng a market narrative or specific creator, LunarCrush brings real time social context directly into ChatGPT.

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…s analyze mortgages, refinancing, loan comparisons, buydowns, and payoff strategies directly inside ChatGPT. Users can ask questions naturally, adjust assumptions in real time, and explore scenarios through interactive financial calculators. The app supports mortgage payments, refinance analysis, ex…

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Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, and track your spending across any timeframe. Ask "…

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…mation unless specifically requested as part of the quote process. This plugin is available through ChatGPT, 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 insuran…

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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 financial data API — no code or scraping required. Stoc…

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Connect your Mercury account to ChatGPT to get answers about your finances in the same place you’re already doing the rest of your work.

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Mergr is a private equity and M&A research database, now available in ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the qu…

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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 interru…

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MonitorBankRates has tracked bank and credit union rates since 2008. This plugin connects ChatGPT to the same live database that powers MonitorBankRates.com: about 150,000 current rate quotes from more than 8,000 U.S. banks and credit unions, refreshed daily from each institution's own pub…

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…eparate tab, hunting for the right token, and pasting wallet addresses. MoonPay does it from inside ChatGPT. Tell the app what you want "USDC on Solana", "0.1 ETH", "$100 of Bitcoin" and it generates a ready-to-go checkout link in seconds. Click through to moonpay.com, pay with a card, Apple Pay, Go…

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Morningstar Credit Analytics brings CMBS and CRE CLO surveillance data into ChatGPT. Ask in plain language and get answers grounded in Morningstar Credit's loan, deal, bond, property, and portfolio datasets.

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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 global newsroom trusted by the largest banks, brok…

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Access public comps, verified M&A multiples and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multiples MCP delivers investment-grade valuation intelligence inside your favorite AI tool. Try queries like "cybersecurity strategic M&A b…

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MyInvestor helps users explore MyInvestor'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 da…

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…usual movements, management information and estimated tax indicators where supported, directly from ChatGPT. Nella provides clear summaries based on the latest available accounting data and identifies when professional accounting judgement may be required. It does not make payments, post transaction…

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…y merchant account to view balances, review sales performance and check recent transfer statuses in ChatGPT. Ask about your balance, explore gross sales and payment counts, or compare performance across reporting periods. Results are shown separately by currency where applicable. NeroPay Insights pr…

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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…

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Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was th…

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Controle suas finanças no ChatGPT com os cálculos oficiais do No Trilho. Consulte receitas, despesas, contas, dívidas e aportes; prepare alterações, revise o resumo e confirme antes de salvar. O MCP recebe somente dados financ…

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…quotes, technical indicators, trend data, symbol search, and Yahoo-derived fundamentals directly in ChatGPT. Noweir Market Data is read-only, does not connect to brokerage accounts or execute trades, and clearly labels market-data limitations.

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OakbrookOne in ChatGPT helps you explore how turning multiple debts into one monthly payment could work for you - through a simple conversation. Share details about the debts you’re managing and see illustrative rep…

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…s detailed payroll calculations for one or two persons, cross-country net income comparisons, and a ChatGPT result panel for relocation, job offer, and salary planning workflows.

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O OnePro conecta 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,…

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…large caps with a max loss under $500" or "show me iron condors on SPY expiring in 30–45 days," and ChatGPT will run the scan and show the top candidates with return, probability of profit, greeks, and liquidity, using quotes that refresh throughout the trading day. You can also start from a built-i…

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Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner re…

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Ornn Data gives ChatGPT live and historical market data for AI infrastructure: GPU rental price indices (spot, daily settles, rolling averages, volatility, volume, forward curve), memory (DRAM/flash/module) prices, t…

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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 markets ranked by trading volume,…

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…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 key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and invest…

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…xisting pay-period plan and financial data to provide deterministic safe-to-spend calculations. The ChatGPT integration is read-only and cannot modify your Pocket Runway account.

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…g tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain lan…