Finance Codex plugins

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Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, facto…

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Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores rather t…

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Connect your TKB account to ChatGPT and get instant answers about your invoices — amounts, due dates, statuses and payment details — without logging into the portal.

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TickerLayer brings real-time and historical global market data directly into ChatGPT. Access stocks, forex, cryptocurrencies, indices, ETFs, commodities and government bond yields across markets worldwide. Stocks & ETFs: Get live market snapshots, bid/ask quotes, latest trades…

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TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news senti…

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Token Terminal MCP brings institutional-grade blockchain data into ChatGPT. Query standardized onchain financial and usage metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to…

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…ler.online gives you instant access to current German real estate financing rates — directly inside ChatGPT. Just tell it your property value and loan amount, and you'll get a clear rate card showing today's best mortgage conditions across multiple fixed-rate periods (3 to 30 years): nominal interes…

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TraderSpy connects ChatGPT to live crypto futures data, so you can ask about the market instead of tab-hopping between exchanges. Ask what the AI signal engine has published for a coin and you get the entry, the take-pr…

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Twelve Data helps you look up market data and inspect it without leaving ChatGPT. Ask for a quote snapshot, view real-time or historical price action in an interactive chart, search the endpoint catalog, and run market data workflows for stocks, ETFs, funds, forex, crypto,…

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ualet connects ChatGPT to your personal financial data, synced automatically from Chilean bank accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transaction…

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Wondering what a UK home is worth? This app helps you explore that inside ChatGPT using real sold prices and energy-performance certificates — not guesswork from listing sites. Give it an address or postcode and you get a clear property report: recent sales nearby, certific…

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Unusual Whales helps users research markets through ChatGPT with options flow, option chains, equity fundamentals, insider and congressional trading, macro rates, charts, and related market data.

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…nsurtech insights from the Vaatun blog, meet the team, 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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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and tria…

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and tria…

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and tria…

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and tria…

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…s, 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 compare with fair value, which stocks deserve further…

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…a visual algorithmic trading platform for building, validating, and testing 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-…

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Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

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…OB or QuickBooks Online (QBO) to VODER. Ask about cash, invoices, payments and financial reports in ChatGPT, without hunting through accounting screens.

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WalleK is a personal finance ledger. Through ChatGPT it can add an expense or income, look up what was spent over a period, break spending down by vendor or category, show account and card balances, list recurring bills and mark them paid, follo…

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This plugin allows you to securely connect your Wealthfront cash and investing accounts with ChatGPT to get up-to-date information on your current balances and holdings.

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…, get official answers to common questions, and check real-time exchange rates. All directly inside ChatGPT. You can try these right now: * Track my transfer * Exchange Rate from USD to INR * What information do I need to send money? * What is an MTCN and where can I find it? * How can I pay for a m…

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…als, 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, trusted by 70,000+ investors and analysts worldwide.

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Check your P&L, cash position, outstanding invoices, top customers and more — directly from ChatGPT. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data…

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This connector lets ChatGPT and Codex securely read from and write to Xero. Some things you can do: • Connect multiple Xero companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-writ…

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Delivers live currency conversion rates, FX forecasts, and historical rate charts directly inside chatgpt as interactive widgets. No authentication is required — simply connect and start querying. Ideal for anyone who needs quick currency insights, monitors cross-border exchange rate trends.

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Use Zacks Investment Research’s trusted data right in your AI chat — and give your AI assistant an edge. Zacks Connect AI is a Model Context Protocol (MCP) server that plugs the Zacks Rank, estimates, fundamentals, Zacks Investment Research and market news strai…