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Finance Codex plugins

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Finance plugins 313

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ObolusObolus Finance Apps

Publisher description

…come from gross salary and compare salary, tax, and social contribution outcomes across supported countries. The app supports detailed payroll calculations for one or two persons, cross-country net income comparisons, and a ChatGPT result panel for relocation, job offer, and salary planning workflow…

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FinanceVersion 1.0.0
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OctusOctus

Publisher description

…nce directly in Claude and other LLMs. The Octus MCP Connector™ delivers proprietary intel, issuer fundamentals, private data room documents and covenant analysis across 95%+ of the sub-investment grade credit universe. Query permissioned content in real time using natural language, power autonomous…

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FinanceVersion 4.0.0
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OnChainDiligenceJAROSLAV GOLIS

Publisher description

…nst structured policy, retrieve public signed OCD receipts, and check receipt proofs. Inspection is unsigned and performs no sanctions screening. Verification returns VALID, INVALID or UNVERIFIABLE; it does not establish payment safety, compliance or service delivery. This free plugin does not execu…

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FinanceVersion 1.0.0
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OnePro AIETF 1 - OnePro

Publisher description

…plataforma. Consulta de ativos: fichas completas de ETFs brasileiros e globais, ações, BDRs, FIIs, fundos CVM, debêntures, renda fixa pública e privada e índices, custos, patrimônio líquido, retornos históricos, alocação e composição. Screener com filtros por classe, look-through da carteira de ETFs…

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FinanceVersion 1.0.0
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OptionClawsVirWare LLC

Publisher description

…re. Ask in plain English, like "find me high-probability iron condors on large caps with a max loss under $500" or "show me iron condors on SPY expiring in 30–45 days," and ChatGPT will run the scan and show the top candidates with return, probability of profit, greeks, and liquidity, using quotes t…

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FinanceVersion 1.0.0
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OptionsAhoyAlphaLatitude Inc.

Publisher description

…e optimize across multiple years, with your tax status in mind. 2. Whether to sell restricted stock units (RSUs) at vest or hold for long-term capital gains, and what the twelve-month cliff is actually worth. We show you the optimal solution. 3. Which vested RSU lots to sell and in what order, and w…

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FinanceVersion 3.0.0
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Options Analysis SuiteOptions Analysis Suite, LLC

Publisher description

…, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflow…

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FinanceVersion 1.0.0
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PaneReal

Publisher description

Pane connects your bank accounts, credit cards, and investments to ChatGPT so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financ…

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FinanceVersion 1.0.0
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ParityParity

Publisher description

…oes not provide personalized investment advice, choose investments for users, connect brokerage accounts, or execute transactions. Results are illustrative and depend on market prices available when generated.

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FinanceVersion 1.0.0
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ParqetParqet Fintech GmbH

Publisher description

Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data.

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FinanceVersion 4.0.0
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PFT Edgebook - Trading JournalPhil Wasmuth

Publisher description

…ns 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 securely with your PFT account (OAu…

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FinanceVersion 1.0.0
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PGicoverPGicover

Publisher description

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 Markel, rated A plus…

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FinanceVersion 1.0.0
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PhillipCapitalCQ Teknoloji A.Ş.

Publisher description

See Borsa Istanbul in ChatGPT with your Phillip Capital account. Ask for live equity and derivatives prices, bid/ask depth, and the day's top gainers and losers from the brokerage's own feed. Read Phillip Capital research and PhillipMind symbol summaries. View…

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FinanceVersion 1.0.0
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Pine Labs Payment AssistantPine Labs Private Limited

Publisher description

…Labs Payment Assistant is a secure, read-only connector that helps authorized merchants access and understand their payment data using natural language. It provides clear insights into orders, payments, payment links, settlements, transactions, plans, and subscriptions without creating, modifying,…

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FinanceVersion 2.0.1
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PitchBookPitchBook

Publisher description

Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds,…

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Publisher full description

PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund performance metrics when available,…

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FinanceVersion 2.0.0
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PocketSmith Complete AccessPocketSmith

Publisher description

PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. 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, PocketS…

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FinanceVersion 1.0.0
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PointBagelPointBagel

Publisher description

…e points or money. Point values are estimates, and the answers say so. You'll need a PointBagel account with your cards added. Setup takes a few minutes at pointbagel.com.

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FinanceVersion 1.0.0
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PortfolioIQLayer 3 Labs

Publisher description

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 forecasts within confidence intervals.

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FinanceVersion 1.0.0
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PortfolIQMichael Penzin

Publisher description

Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review positio…

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FinanceVersion 1.0.0
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PrefMarkPrefMark

Publisher description

…the wording without changing facts, applies it once you approve, and keeps every version so you can undo or restore. New figures or a changed stance from a founder email wait for your review in PrefMark.

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FinanceVersion 1.0.0
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PrimaryPrimary Technology

Publisher description

…server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

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FinanceVersion 2.0.0
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PrimeSync Studioנביה חיר

Publisher description

…tured Pine Script v6 or Python strategy blueprint. Audit generated code against approved rules and run deterministic Monte Carlo robustness checks on chronological backtest returns. PrimeSync Studio does not execute trades, provide personalized financial advice, or guarantee profitability.

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FinanceVersion 1.0.1
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PublicAMLDenys Deputatov

Publisher description

…PublicAML returns an AML score (0-100), risk level, sanctions and incident exposure and source of funds. It can also follow funds forward to where they were cashed out or backward to who paid a wallet, list counterparties and recent transfers, and screen a single transaction by hash. Free, no signu…

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FinanceVersion 1.1.0
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QalimoQalimo

Publisher description

Qalimo est une application française de gestion locative pour bailleurs particuliers et SCI. Ce connecteur permet de piloter sa gestion locative en langage naturel : consulter ses biens, locataires, soldes, écri…

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FinanceVersion 1.0.0
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QuanterLabSerhat Girgin

Publisher description

…terLab publishes walk-forward studies of investment strategies. Each study is registered before it runs, walked window by window on point-in-time data, and published with every window, figure and registration timestamp on its page. This plugin searches that library and reads a paper into the convers…

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FinanceVersion 1.0.0
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RalliesRallies

Publisher description

…web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC filings, options flow, technicals, analyst actions, insider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drov…

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FinanceVersion 2.0.0
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RateAPIRateAPI

Publisher description

Get real-time financing rates from 4,200 credit unions across all 50 states—covering mortgages, auto loans, HELOCs, personal loans, and credit cards. RateAPI delivers personalized recommendations based on your location, loan amount, and credit prof…

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FinanceVersion 1.0.0
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RateZip Deposit/Mortgage RatesRateZip

Publisher description

…than presented as current. For deposit comparisons, enter a balance and RateZip will apply each account’s published balance tier. For mortgage context, enter a loan amount to compare it with applicable conforming and jumbo limits. Rates and APYs can change, and published information is not an offer,…

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FinanceVersion 1.0.0
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RealOpenRealOpen Group, Inc.

Publisher description

…ealOpen helps buyers use crypto to buy real estate. Verify wallet ownership, check crypto Proof of Funds eligibility, generate a Proof of Funds letter, and start your crypto-funded real estate purchase directly through ChatGPT. When you’re ready to purchase, the transaction takes place outside ChatG…

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FinanceVersion 2.0.1
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re:capre:cap Technologies GmbH

Publisher description

…tart with your website address and answer a few short questions. You see which of the four ways to fund a plan fit your business, debt, equity, grants or your own cash, down to the products and the providers in range. The first answer is on screen in under a minute, with no account needed. Connect y…

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FinanceVersion 1.0.0
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REIzer Deal AnalysisREIzer

Publisher description

REIzer underwrites a real-estate deal the way an investor would. Give it a price and a few numbers and it returns a 0–100 score, the metrics that matter for that strategy, stress scenarios showing what break…

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FinanceVersion 1.0.0
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RemitCheapRemitCheap

Publisher description

RemitCheap compares rates, fees, recipient amounts, and delivery speeds from independent money transfer providers. It can list available comparison corridors and rank provider quotes by value or speed. RemitCheap does not send money or process tr…

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FinanceVersion 1.0.0
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RemitlyRemitly, inc

Publisher description

…local currency while traveling abroad. Our customers and their recipients are located in over 170 countries across the globe, and Remitly 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…

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FinanceVersion 7.0.0
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REPSLogCarmelTech LLC

Publisher description

REPSLog helps real estate professionals log and review the work hours that count toward Real Estate Professional Status (REPS) for U.S. tax purposes. Connect your REPSLog account and you can add a time log in plain language (for example, "log 2 hours showing the Oak Street pro…

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FinanceVersion 1.0.0
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Retirement LabCedarwell Labs

Publisher description

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 pro…

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FinanceVersion 1.0.0
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RevestorAtInfinite LLC

Publisher description

…REPS hours, expenses, and mileage. With write access, assistants can propose time logs, mileage, or unclassified expenses; proposals stay pending in Revestor AI Review until you accept them. Connector traffic does not use Gemini or Revestor AI credits. Output is records and status only, not tax, leg…

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FinanceVersion 1.0.0
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