Finance Codex plugins

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…eir synced analysis data in ChatGPT. It supports implied volatility, Greeks, 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 tool…

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PANDA is an informational plugin that helps you explore pet insurance costs. Enter a few basic details about your pet (species, breed, age, size) to see illustrative, non-binding price estimates based on PANDA's tariff logic. Compare plan options si…

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…only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.

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…a. Choose a security, time horizon, and desired outcome parameters. Parity identifies an available expiration and options structure, then explains the estimated cost, downside protection, upside tradeoff, dividends, and liquidity in plain language. Parity provides educational analysis only. It does…

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…k handling and safe payment-state to order-state mapping, and verify the flow against the PSP sandbox.

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…ules?" — and get answers based on your actual trades. Your assistant can read: - Trades — entries, exits, size, P&L, R-multiple, tags - Statistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compl…

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…ncial 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 make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent docum…

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…payment links, settlements, transactions, plans, and subscriptions without creating, modifying, or executing payments.

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…allocated, and test how a hypothetical 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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…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 secure access to your PocketSmith data, so that you can work with yo…

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…o holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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…ares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings.

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…zed and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective…

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Turn your next trading idea into a strategy you can test and improve. Describe your rules in plain English, create custom Python strategies, and run historical backtests with Premiss from your conversation. Explo…

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…mbining AI with trusted private markets intelligence, users can research topics, answer questions, explore data, and support workflows directly within ChatGPT. Preqin MCP helps bring the power of Preqin into modern AI-driven experiences.

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…n France, directly with Pretto on ChatGPT. Share your project details to instantly determine your maximum borrowing capacity or simulate your future monthly payments based on current market trends and profile-specific interest rates. Schedule an appointment with a Pretto broker to refine your result…

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Read-only MCP 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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…inistic 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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…YT risk in one message. 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…

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…sulter ses biens, locataires, soldes, écritures comptables, transactions bancaires et documents (baux, quittances, états des lieux) ; générer les quittances de loyer et avis d'échéance en PDF ; enregistrer ou corriger des écritures comptables (loyers, charges, travaux) ; préparer les pièces d'un éta…

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

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…oday's move, where your risk concentrates, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full portfolio Work from live charts with indicators (RSI, MACD, 20/50 MA) Analyze earnings history, estimates, and surprises Scre…

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…ation from sources covered by RateZip: high-yield savings and money-market APYs, CD APYs by term, fixed-mortgage rates and APRs, and home-equity/HELOC APRs. Each figure includes when it was observed, its source, and a freshness status; data outside its serving window is withheld rather than presente…

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…ss saved customer payment methods Read-only access—your data stays secure, and no transactions are executed through this app.

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…ed in for you, and a shareable report link. It covers long-term rental, short-term rental, BRRRR, fix-and-flip, multifamily and new construction. It can compare all six against the same property to find its best use, and solve backwards for the highest price you could pay and still hit your return t…

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…st 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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…s 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 property today"), then ask for your hours back by property, cate…

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…rent savings. See an easy retirement “score,” an on-track status, and the key numbers to focus on next. Free to use right now for a limited time.

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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 public sh…

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Revestor is rental portfolio and tax-readiness software for U.S. landlords. Connect it to query live Revestor records after OAuth consent, including properties, REPS hours, expenses, and mileage. With write access, assistants can propo…

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…helps users check supported send destinations, compare payment and payout options, view indicative exchange rates, and calculate transfer quotes before continuing to www.riamoneytransfer.com to complete a transfer.

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…ancial 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 reported facts across companies, periods and dimensions, resolve a concept like "revenue" to its XBRL…

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Rootline is a European payment service provider for platforms and marketplaces. This Model Context Protocol server connects your Rootline account to ChatGPT, so you can ask about any payment, merchant account, or settlement across your network.

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…ng prep and more. All Sacra research & 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 inve…

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…hese tools support the Savvly Longevity Benefit, an SEC-registered fund designed to combine market exposure with later-life longevity payouts.

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Savvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant executes and governs.…