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Finance Codex plugins

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Explore 5,521 plugins across 14 categories.

Finance plugins 180

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Retirement LabCedarwell Labs

Publisher description

…ctions from user-supplied financial, tax-residence, and market assumptions. It can save and compare scenarios, run parameter sweeps, inspect stored results, render projection summaries, preview selected taxes, and create unlisted public shares on explicit request.

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FinanceVersion 1.0.0
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SaaSFlowWalletguide GmbH

Publisher description

Combine real-time SaaS P&L, subscription analytics, and financial planning in one place. Get the complete picture of your business, from profitability to growth metrics to future forecasts, all integrated and updating automatically…

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FinanceVersion 1.0.0
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SAHMKSAHMK

Publisher description

…s, financial statements, ratios, and dividend data. Available results follow your existing SAHMK subscription, permissions, and data entitlements.

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FinanceVersion 1.0.0
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SavvySavant Labs

Publisher description

…s reusable context, and governance and SOX controls that produce a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies it against your data – ready to run identically every close.

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FinanceVersion 1.1.0
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SecfiSecfi

Publisher description

…n with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential exit outcomes, the analysis comes to you from Secfi’s calculation…

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FinanceVersion 1.0.0
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SecureLendSecureLend Inc

Publisher description

…mpare business loans, personal loans, mortgages, auto financing, student loans, and other financing scenarios. SecureLend provides calculators and comparison tools to help users understand estimated rates, payments, and trade-offs. SecureLend does not collect sensitive personal information and only…

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FinanceVersion 1.0.0
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S&P Global - DeterministicKensho Technologies

Publisher description

…natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines access to company information, financial statements,…

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FinanceVersion 7.0.0
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StockLensStock Lens Inc.

Publisher description

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 str…

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FinanceVersion 1.2.1
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StocktwitsStocktwits

Publisher description

…esearching an earnings reaction, monitoring sentiment around a ticker, tracking breaking news, or discovering emerging market themes and trade ideas, Stocktwits provides context behind market moves, not just price updates.

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FinanceVersion 1.0.0
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StripeStripe

Publisher description

…tly in ChatGPT. Run your business from ChatGPT with the ability to retrieve and manage payments, subscriptions, invoices, refunds, disputes, and customers. Build and debug your payment integration quicker than ever by searching the Stripe documentation and getting integration recommendations without…

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Our research · use cases

Create products and payment links Inspect payments and subscriptions

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FinanceVersion 8.0.0
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SuitolyShigeki Yoshioka

Publisher description

…ledgers ChatGPT can access, and whether it can only read or also add entries. You can review and disconnect ChatGPT at any time from Settings > API Tokens in the Suitoly app, and access stops immediately. Suitoly also supports multiple ledgers for different purposes, sharing with family or friends,…

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FinanceVersion 1.0.0
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SynciSynci

Publisher description

…ending 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, ETFs, and crypto?" "Compare my checking account balance today with the start of the month." "…

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FinanceVersion 1.0.0
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TaxHeavenTaxHeaven Ltd

Publisher description

…lf-employed tax journey: • Calculate income tax, National Insurance, and take-home pay (England and Scotland) • Check if Making Tax Digital (MTD) applies to you and when it starts • See all your tax deadlines with countdown timers • Work out your payments on account and how much to save monthly • Ad…

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FinanceVersion 1.0.0
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TaxMadeEazy: Rideshare DedTEKPartner

Publisher description

…imilar platforms. Whether you're a full-time driver or earning on the side, TaxMadeEazy helps you discover deductions you might be missing. What it does: Explore an interactive checklist of IRS-sourced tax deductions tailored to rideshare and gig drivers. Mark deductions as "already claimed" or "did…

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FinanceVersion 1.0.0
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Testfoliotestfolio

Publisher description

…llocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis…

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FinanceVersion 1.0.0
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The Fly Market IntelligenceThe Fly

Publisher description

…vides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks.

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FinanceVersion 1.0.0
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Theia InsightsTheia Insights, Ltd.

Publisher description

…y, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores rather than keyword matching or self-reported tags. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ invest…

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FinanceVersion 1.0.0
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ThrifleMUHAMMAD HAIDER EJAZ

Publisher description

…nsions, and a grade from A+ to D-. Check whether a store price-matches, what military and student discounts it offers, what a brand gives away on your birthday, and how to cancel a subscription. Find live deals with prices and list prices, look up store credit-card terms including deferred-interest…

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FinanceVersion 1.0.0
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TipRanksTipRanks Ltd.

Publisher description

…inancial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, m…

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FinanceVersion 1.0.0
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TraderSpyT1M LLC

Publisher description

…positions held by top-performing traders on Binance, Hyperliquid, Bybit and OKX, plus a leaderboard scored on PnL, win rate, ROI and consistency. Prices, candles and 13 technical indicators are one question away, and with your own account connected you can ask how far a position sits from liquidatio…

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FinanceVersion 2.0.0
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TradingNX Risk ManagerTradingNX

Publisher description

…amount, risk/reward, daily loss exposure, open risk exposure, rule violations, and a TradingNX Risk Score. It supports forex, metals, crypto, stocks, indices, futures, and CFDs. TradingNX is educational risk-management software only and does not provide buy, sell, hold, investment, or financial advi…

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FinanceVersion 1.0.0
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VaatunVaatun Technologies Private Limited

Publisher description

…and book a demo or trial without leaving the chat. Built for anyone evaluating how to digitize and scale an insurance intermediary business.

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings Limited

Publisher description

…l ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings Limited

Publisher description

…l ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings Limited

Publisher description

…l ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings Limited

Publisher description

…l ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or…

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FinanceVersion 1.0.0
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ValuEdge - Stock ValuationValuEdge

Publisher description

…esearch stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the stock screener, and get Smart Alerts, so you can ask what your portfolio is worth, how holdings compa…

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FinanceVersion 1.0.0
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Vantixshttps://vantixs.com

Publisher description

…ng strategy pipelines. The ChatGPT app connects to the Vantixs MCP server so users can inspect node schemas, validate pipeline JSON, browse templates, review saved strategies, run backtests, and monitor portfolios from natural-language conversations. Trading-related actions are protected by OAuth an…

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FinanceVersion 1.0.0
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VODERWindy Road Technology

Publisher description

…about cash, invoices, payments and financial reports in ChatGPT, without hunting through accounting screens.

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FinanceVersion 2.2.0
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VUHL VA Loan CalculatorVeterans United Home Loans

Publisher description

…eeding to know the fine print. Calculator provided by Veterans United Home Loans. NMLS 1907 (www.nmlsconsumeraccess.org). Private Lender; Not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency. Licensed in all 50 States. Equal Housing Opportunity. Interest rates displaye…

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FinanceVersion 3.0.0
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WefunderWefunder, Inc.

Publisher description

Browse Wefunder offerings using objective filters, read company pitches, disclosures, updates and questions, and inspect round terms and history. Authorized founders can review their fundraising dashboard and investor directory; syndicate managers can inspect members, invest…

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FinanceVersion 1.0.0
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Whisper MoneyVíctor Falcón Ruíz

Publisher description

…ke "how much did I spend on groceries last month", "what's my net worth trend this year", "which subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep…

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Our research · use cases

Review subscriptions and spending categories Log manual transactions

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FinanceVersion 2.0.0
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WhopLadd

Publisher description

Independent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions.

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Publisher full description

…ndependent Whop onboarding guide published by Ladd through PlugIn. Start a new business through a disclosed affiliate link, plan checkout setup, and learn to connect Whop’s official MCP separately. Existing users can skip signup. This plugin does not access accounts or payment data. Whop handles log…

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FinanceVersion 1.0.0
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WikiFxCÔNG TY TNHH WIKIFX

Publisher description

…s and verifies official data from over 60 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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FinanceVersion 1.0.0
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WisesheetsWisesheets

Publisher description

…nd key ratios like P/E, ROIC, and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, truste…

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FinanceVersion 1.0.0
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חשמלינקסיני אליחי

Publisher description

…electric cars at the current tariff. • get_supplier_directory — every supplier and plan with its discount structure. • how_to_export_my_iec_data — how a household downloads its own consumption file. Privacy: no per-household data is reachable here. Every figure is either computed from the caller's…

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FinanceVersion 1.0.0
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