Finance Codex plugins

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…ss the six statutory tests for qualified small business stock (QSBS). Best to check early for potential tax savings, the rules just changed. 6. How exposed a single position leaves you, and what selling down, holding, or hedging each cost. We calculate and compare different strategies across three y…

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…balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's…

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…t analyzes factors such as age, city of residence, and funeral service preferences (cremation or burial, wake or ceremony) to provide personalized recommendations. It also offers clear information about how funeral planning works in Spain, the typical costs of a funeral, and the available options fo…

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…& notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in secu…

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PGicover helps Canadian business owners understand personal guarantee insurance, get an indicative monthly cost estimate for insuring a personal guarantee on commercial debt, and check basic eligibility. Underwritten by…

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Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or ma…

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Conecte sua IA ao ecossistema financeiro do Picpay com segurança, inteligência e autonomia controlada

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…normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market in…

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…n history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or a separate finance app.

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…tical purchase would affect your runway. Pocket Runway uses your existing 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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…ntries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full…

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Visualize a portfolio's growth potential with advanced simulation technology. Run unlimited projections across stocks, bonds, crypto, real estate, and more. Adjust asset allocation, time horizon, and contributions to see portfolio foreca…

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…hronological backtest returns. PrimeSync Studio does not execute trades, provide personalized financial advice, or guarantee profitability.

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…travaux) ; préparer les pièces d'un état des lieux. Accès limité au compte du bailleur authentifié via OAuth, en lecture et/ou écriture selon le consentement accordé.

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…es by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

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…ntals, or technical setups Review options flow, darkpool prints, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and do…

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…ation is not an offer, rate lock, approval, earnings guarantee, personalized lender quote, or financial advice. RateZip does not open accounts, submit applications, underwrite credit, or conduct transactions. Operated by Peklava LLC d/b/a RateZip, NMLS ID 1592292. Equal Housing Opportunity.

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…refund and settlement status 3. View QR code and payment link activity 4. Track payouts and reconciliation data 5. Access saved customer payment methods Read-only access—your data stays secure, and no transactions are executed through this app.

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…, the transaction takes place outside ChatGPT through RealOpen, where your crypto is converted and fiat funds are sent to the seller or escrow.

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…st price you could pay and still hit your return targets. Results are software estimates, not financial advice.

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…y offers 24/7 customer support. You can try asking: - What's the best rate for sending 50 usd to India from USA - What delivery methods are supported sending USA to Mexico? - Where can I pickup cash near Monterrey, Mexico? - What's the fastest way to send $399 from USA to Mexico?

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Retirement Lab runs hypothetical retirement projections 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 pu…

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RoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's XBRL filings as one queryable graph. Pull a company's financial statements by ticker or CIK, pivot repo…

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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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…esearch & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & corp dev: produce investmemo first drafts, quickly…

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…HMK account. Retrieve stock quotes, company information, market summaries, historical prices, financial statements, ratios, and dividend data. Available results follow your existing SAHMK subscription, permissions, and data entitlements.

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Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly…

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…m for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant executes and governs. Savvy connects the two, turning a conversation about a finance process into an audit-ready workflow agent running on Savant's AI control l…

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…e blockchain intelligence, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.

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…m 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 APIs.

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…and explicitly consent before any information is shared. SecureLend is designed as a modular financial comparison platform and may expand to additional financial products over time.

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…recurring entries, cashflow, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

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Skywatch Renters Aviation Insurance allows pilots to receive non owned aircraft renters insurance quotes directly within ChatGPT through a fast, guided conversational experience. Built specifically for aviation renters,…

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Use 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 st…

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…er and nickel, in any supported currency and per troy ounce or gram. Rolling fine-metal-weighted median asking premiums over spot, observed from real marketplace listings rather than quoted by a dealer. Daily historical series for charting — one metal, the Goldback, or one PCGS-numbered coin at one…

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…anual y obtén un desglose visual con las retenciones de IRPF (estatal y autonómico) y Seguridad Social. Incluye: • Tramos de IRPF actualizados para 2025 • Tasas específicas por comunidad autónoma • Deducciones por hijos a cargo • Opción de 12 o 14 pagas • Coste total para la empresa