Finance Codex plugins

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…rewards, welcome bonuses, annual fees, eligibility requirements, and core benefits (travel perks, lounge access, dining discounts, and more). Instead of digging through scattered pages, Kredit makes it easier to narrow your options with simple filters and clear explanations of what each feature mean…

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Ask questions about your Kubera portfolio. Connect your Kubera 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 por…

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Lassie helps pet 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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…ing ChatGPT. Whether you’re learning the basics, exploring different investment ideas, or trying to understand market language, Learn to Invest with AJ Bell makes it easier to find trusted educational content and answers to your investing questions. This experience is for information purposes only a…

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…on. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only d…

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…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 workflow status. Users sign in with their own Lendflow account and see only the records that…

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…ecklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates.

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…ed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider…

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…and ZG." Built for tax advisors, fiduciaries, lawyers and in-house teams. Requires a Lexplorer account (login on first use) — more at lexplorer.ch.

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…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 performance reports with interactive charts showing entry/exit points, returns, and risk metrics.

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Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, wa…

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…m I overspending on dining this month?" or "how much can I afford to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

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…ase 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, which is provided by OpenAI and is subject to OpenAI's terms, privacy practices, account settings,…

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…ates, crypto prices, and historical FX and cryptocurrency market data. Beyond prices, pull company fundamentals and financials, corporate actions like dividends and stock splits, market news, technical indicators (SMA, EMA, MACD, RSI), and market status. Ask ChatGPT natural-language questions — "sho…

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Answers about U.S. public companies grounded in primary SEC filings, with every figure linked back to its source on SEC EDGAR. Pull exact as-filed XBRL facts and multi-period financial statements, track a metric across fiscal periods, scre…

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…current USD market prices for 1.5M+ Pokémon, Magic: 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) pr…

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…nt assistant designed for the Saudi stock market. It helps investors analyze stocks, discover opportunities, and make informed decisions using real-time market data, AI-driven insights, advanced screening, and portfolio analytics.

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…ing dozens of apps and bank websites, Monito compares trusted providers like Wise, Revolut, Western Union, Remitly, Skrill, OFX, and more — all in one place. Monito's comparison engine is already trusted by millions of users to find the cheapest provider for their transfer and avoid hidden fees and…

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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, re…

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Connect your MONVELOP account to understand your personal budget in conversation. Ask for a monthly financial overview, a spending breakdown by envelope, recent transactions, recurring subscriptions, or a comparison between bu…

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…nAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights. It combines comprehensive entity informa…

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…ket execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combines comprehensive Moody’s entity intelligence, i…

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Buying crypto used to mean leaving your conversation, opening a separate 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…

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…workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio stra…

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…cs 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, brokerages, professional trading,…

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…ries like "cybersecurity strategic M&A buyers" "median SaaS public NTM multiples," or "biggest VC rounds in Europe this year" and get structured, sourced answers back instantly.

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Institutional-style stock screening for high-conviction, risk-checked opportunities.

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…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 data. The app is read-only and does not access c…

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…nd market activity, inspect Smart Money holdings and flows, and analyze public wallet portfolios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool calls consume Na…

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Connect your NeroPay 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 pe…

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Nexafin is an AI-powered personal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review recent transactions, track recurring bills, and analyze…

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…ncial literacy, Next Stock – Market Insights provides clear, data-driven tools to help users better understand market trends and investment strategies. The app does not provide personalized financial advice.

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…, 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 the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management ef…

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Get structured stock 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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…on. Share details about the debts you’re managing and see illustrative repayment scenarios. You can understand how combining balances into one structured plan might affect your monthly payment and overall repayment timeline. If you choose to proceed, you can continue your application securely on Oak…