Finance Codex plugins

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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.…

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Plan and understand your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential exit outcomes, the anal…

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…s are informational only. When users choose to apply, they are guided to third-party providers 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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…an drag and drop their current policy document into the widget — it is processed server-side only (extracted text used solely to pre-fill the quote, never sent to the model). Final checkout happens on seguromatch.com; nothing is purchased inside ChatGPT.

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Connect your Shinhan Securities Vietnam account to review portfolio holdings, explore market trends in Vietnam, and get instant answers to investment-related questions directly in ChatGPT.

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…ed aircraft renters insurance quotes directly within ChatGPT through a fast, guided conversational experience. Built specifically for aviation renters, it replaces traditional insurance forms with a simple flow and delivers a clear quote summary in seconds. Key Features: - Real time renters insuranc…

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SplitEasy is a free expense ledger. After you connect your account, ChatGPT can show who you owe, who owes you, list friends and groups, preview an equal split, and add an expense in your name after you confirm. ChatGPT c…

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…swaps a user has already started, and shows wallet balances and token allowances. The app does not execute trades, move or hold funds, or provide investment advice; any action is completed by the user on the Stable platform at stable.com.

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…GS-numbered coin at one grade. The latest Goldback premium multiple over its gold content, and the exchange rate that follows from it. And the live list of currency codes every request accepts — ISO 4217 fiat plus BTC and the metal codes. No API key, account, or registration is required. StackerScan…

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…StockLens account and no sign-in. Free accounts read those same 600, Pro reads the top 5,000, and Max reads the whole scored universe. Any account also reads every stock on its own watchlist, however deep it ranks. Find your next idea instead of checking one ticker at a time. Discover Stocks screens…

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…king breaking news, or discovering emerging market themes and trade ideas, Stocktwits provides context behind market moves, not just price updates.

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…strategies — then run them tick-by-tick against real historical market data in StrategyTune's sandboxed cloud. A simple strategy backtests a year of history in seconds, so you can iterate fast. It is not limited to automated strategy backtesting. ChatGPT can run custom research code in the same sand…

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Synci connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscri…

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…ts AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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…ent withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can…

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…ificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores rather than keyword matching or self-reported tags. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many…

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…US retailer's return policy: the return window, whether returns are free, restocking fees, holiday extensions, and a grade from A+ to D-. Check whether a store price-matches, what military and student discounts it offers, what a brand gives away on your birthday, and how to cancel a subscription. Fi…

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…I helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibilit…

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…r transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; qu…

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…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 interest rate, effective annual rate, estimated monthly payment, and remaining debt at the end of the fixed-rate term. Rates are sourced daily from Europace,…

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…hatGPT 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-profit ladder, the stop and what actually happened to earlier signals — not just a direction. Ask what…

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TradingCursor delivers structured, multi-signal analysis for stocks, crypto, forex, and ETFs.

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TrueProfit helps ecommerce merchants review revenue, costs, profit, orders, products, ads, pixel-based marketing attribution, UTM performance, customer overview, and store health from their authenticated TrueProfit account in ChatGPT.

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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 sal…

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…answers plus side-by-side comparisons of Vaatun against tools like Saiba, Zoho, Sibro and IMTCare. Explore Vaatun's products (Vantage, Advantage, and Quik), read the latest Insurtech insights from the Vaatun blog, meet the team, and book a demo or trial without leaving the chat. Built for anyone eva…

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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 trial balance data through a single consistent sch…

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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 trial balance data through a single consistent sch…

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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 trial balance data through a single consistent sch…

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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 trial balance data through a single consistent sch…

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…rther research, and what has changed. ValuEdge provides read-only investment research and does not execute trades.

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…A Options helps active options traders analyze strategy risk, review options market structure, and explore possible trade setups using tools for gamma exposure, open interest, volatility zones, risk/reward charts, portfolio tracking, and AI explanations. Use VEGA to better understand how an options…

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…ary background, and it handles the rest, factoring in principal and interest, the VA funding fee, taxes and insurance. Whether you're buying a home or refinancing, it gives you a clear, complete payment picture without needing to know the fine print. Calculator provided by Veterans United Home Loans…

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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, follow loan installments and…

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Get a complete snapshot of your financial health in seconds. WealthCheck analyzes your income, expenses, savings, and debt to calculate your net worth, savings rate, and monthly spending — then gives you a personalized action plan to improve. Whether you're budgeting for the first time or optimi…

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…n also keep your books tidy from the conversation: log manual transactions, recategorize and label existing ones, record balances for manual accounts, and manage categories, labels and automation rules. Your synced bank data is protected: transactions imported from a bank connection can be categoriz…

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…isclosed affiliate link, plan checkout setup, and learn to connect Whop’s official MCP separately. Existing users can skip signup. This plugin does not access accounts or payment data. Whop handles login and transactions. Eligible referrals may earn Ladd a commission; Whop determines attribution and…