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Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,509 plugins across 14 categories.

Finance plugins 272

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GoCardlessGoCardless

Publisher description

…You choose what permissions to authorise when you connect. Money-moving actions show a preview and wait for your confirmation. Sensitive data such as customer email addresses are partly hidden before the model sees them. Bank account details are never shared. Building on the GoCardless API? Ask for…

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FinanceVersion 1.0.0
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Granatum FinanceiroGranatum LTDA

Publisher description

…ltar relatórios financeiros, investigar lançamentos, registrar movimentos e entender a situação de caixa em linguagem natural. O app permite analisar DRE por período, acompanhar Fluxo de Caixa, abrir drill-down de lançamentos por categoria, consultar o plano de contas, as contas bancárias, os centro…

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FinanceVersion 1.1.0
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GREIFusion Edge Technologies LTD

Publisher description

…s in Cyprus near the beach, and GREI will show focused listing cards with prices, locations, key details, investment signals, and links to continue exploring on grei.club. GREI combines global property search and insights to help investors compare opportunities by budget, location, property type, si…

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FinanceVersion 1.0.0
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GrowPanelGrowPanel

Publisher description

…s platform. This connector lets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my…

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FinanceVersion 1.0.0
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HalkbankTürkiye Halk Bankası A.Ş.

Publisher description

Answers your questions about Halkbank's retail, commercial, and SME banking products and services based on the content of the bank's official websites, citing its sources. You can get information in Turkish or English on a wide range of topics…

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FinanceVersion 1.0.0
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HelpDolDANIEL DE OLIVEIRA LOPES

Publisher description

Control your business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDo…

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FinanceVersion 2.0.1
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Hey-Traders! Quant TradingHeyTraders, Inc.

Publisher full description

Hey-Traders! Quant Trading gives AI agents access to quantitative market research and strategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indi…

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FinanceVersion 1.0.1
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HourProofSequoia Labs LLC

Publisher description

…"), review their activity log with date, property, and category filters, check year-to-date hours against their material-participation goals (100 hours for STR, 750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructing work performed. Activities logged throu…

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FinanceVersion 1.0.0
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HypawaveHypawave

Publisher description

Give an AI agent an address on Hypawave — private agent-to-agent messaging, free encrypted file handoffs, and buying or selling files, APIs, data, and compute over Bitcoin Lightning. Non-custodial, with the L…

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1 more matching sources

Publisher full description

Give your AI agent an address so it can talk to any other agent and work with it directly: open private conversations, hand off encrypted files, and buy or sell files, APIs, data, and compute over Bitcoin Light…

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FinanceVersion 0.4.1
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IFGIFG

Publisher description

…istrative guidance, case law, tax treaties, EU law and OECD publications across the jurisdictions available in IFG. Find a source from a citation or topic, browse a code or treaty, and open the relevant provision with its official publisher link. Check available text versions and applicability infor…

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FinanceVersion 2.0.0
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Instant DSCR Term SheetNational Loan Provider

Publisher description

…t, value, rent, taxes and insurance, credit score and how title will vest — and the app prices it against current wholesale rate sheets and program guidelines. When the deal fits, the investor receives a term sheet by email with a PDF: note rate, two origination options, monthly payment, DSCR, prepa…

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FinanceVersion 1.0.0
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InsurConnectACE Agents Inc.

Publisher description

…ts 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, and record an opt-out request.

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FinanceVersion 1.0.0
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Intapp CelesteIntapp Celeste

Publisher description

…ant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.

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FinanceVersion 1.0.0-6b3927081bed
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InvestraInvestra, Inc.

Publisher description

Investra connects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same da…

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FinanceVersion 1.0.0
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IOL invertironlineIOL invertironline

Publisher description

…al-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). Review your portfolio holdings, cash balance across settlement te…

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FinanceVersion 1.1.0
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italian-investorElia Zavatta

Publisher description

…are per investitori italiani: eventi fiscali, ETF, azioni, BTP, obbligazioni, lotti per posizione, zainetto, ribilanciamento e successione con fonti primarie.

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1 more matching sources

Publisher full description

…li fiscali deterministici: ETF/OICR, azioni, BTP, obbligazioni e certificates. Tiene traccia dello zainetto fiscale per broker e scadenza, verifica gli ISIN, simula ribilanciamenti tax-aware e calcola il costo fiscale in successione. Ogni regola cita la fonte normativa primaria verificata (DPR 917/1…

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FinanceVersion 0.5.1
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Itau BeneficiosBanco Itaú Chile

Publisher description

…ales, claves ni información sensible. Itaú no comparte información personal de sus clientes con OpenAI para la generación de respuestas del agente. Confía en esta experiencia solo si estás accediendo a través del plug-in oficial desarrollado por Banco Itaú Chile.

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FinanceVersion 2.0.0
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JawzPEDRO VICTOR DE FARIAS NUNES

Publisher description

Ask your AI about the market and it answers from memory: whatever it absorbed during training, with no idea what today looks like or what you actually own. Jawz gives it both. You get a live market read and a…

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FinanceVersion 1.0.1
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Juspay GeniusJuspay Technologies Pvt. Ltd.

Publisher description

Ask payment questions in plain English: query order and transaction analytics, look up specific orders, check recent outages, and inspect gateway settings — all from your Juspay Dashboard, inside ChatGPT.

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FinanceVersion 1.0.0
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Kalkınma Yatırım BankasıTürkiye Kalkınma Yatırım Bankası A.Ş.

Publisher description

…YB's public information on products, services, corporate information, financing, APEX programs, sustainability, investor relations, and contact details. It presents results in read-only information cards with links to official sources. It requires no sign-in, cannot access customer accounts, applica…

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FinanceVersion 1.2.4
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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 idealista.com, imobiliare.ro, storia.ro, and spitogatos.gr (with more integrations on the way…

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FinanceVersion 1.0.0
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KiasuMilesHOSAN SWEE HAO

Publisher description

…asuMiles returns the best card, earn rate, caps, conditions, and a fallback when the bonus is uncertain.

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FinanceVersion 1.0.0
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…order management, and master data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, order inspection, payroll snapshots, and master-data access. Large read results can be retrieved through authenti…

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FinanceVersion 3.1.0
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KovaGigantes Research LLC

Publisher description

…vestment strategy. Users save their investment rules once, then ask ChatGPT to review a portfolio against the same plan whenever they need a check-in. Kova returns repeatable briefs with an alignment score, portfolio drift, strategy-rule checks when configured, and changes that would restore alignme…

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FinanceVersion 1.0.0
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KreditSMART SPEND FZCO

Publisher description

…how you actually spend. In one place, you can browse offers from multiple banks and compare key details side by side — like cashback rates, rewards, welcome bonuses, annual fees, eligibility requirements, and core benefits (travel perks, lounge access, dining discounts, and more). Instead of diggin…

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FinanceVersion 1.0.0
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KuberaKubera Apps, Inc.

Publisher description

…lities, 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 sheet? - Where am I overly concentrated? - Summarize my assets, liabilities, and entiti…

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FinanceVersion 2.1.0
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LassieLassie

Publisher description

…owners explore insurance quotes for dogs and cats in supported countries, confirm collected pet details, compare factual plan information, adjust quote options, and answer questions about Lassie coverage and policy terms.

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FinanceVersion 3.0.0
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LeocareLeocare

Publisher description

…nsurance estimate for a vehicle registered in France. Enter a license plate, confirm the vehicle details, answer a few driver-profile questions, and view estimated monthly and annual prices.

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FinanceVersion 1.0.0
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LONA Trading AssistantMindsight Ventures SL

Publisher description

…NA Trading Assistant helps you develop, backtest, and optimize algorithmic trading strategies using AI. Upload market data from supported exchanges, write Python-based trading strategies, and run comprehensive backtests to see how your strategies would have performed historically. View detailed perf…

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FinanceVersion 2.0.0
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LSEGLSEG Engineering

Publisher description

…ccess to LSEG's comprehensive financial market data ecosystem, spanning across asset classes and domains. It enables seamless integration of institutional-grade market data, analytics and valuation tools directly into conversational AI workflows, allowing users to access deep market insights, perfor…

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FinanceVersion 9.0.0
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Manulife®Manulife

Publisher description

…additional information 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…

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FinanceVersion 7.0.0
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MashvisorMashvisor Inc.

Publisher description

Mashvisor helps users search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow projections using Mashvisor market data.

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FinanceVersion 2.0.0
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MassiveMassive.com, Inc.

Publisher description

…uities and ETFs, sourced from all US exchanges. Options: Options contracts data including options chains, options prices, quotes, trades, open interest, and historical options data across the full US listed options market. Futures: Futures market data including futures contracts, futures prices, tra…

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FinanceVersion 2.0.0
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MergrMergr

Publisher description

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.…

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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 (inc…

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FinanceVersion 2.0.0
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MetricDuckJujube Technologies Inc.

Publisher description

…, 13D/G), institutional holdings (13F), or registration/offering prospectuses (S-1, 424B). Updated daily from SEC EDGAR; daily end-of-day prices from a market-data feed. Informational research tool, not investment advice. Free up to 500 queries/day.

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FinanceVersion 1.0.0
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