Finance Codex plugins

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Tinman AI 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, s…

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…ncial statements, earnings history and call summaries, news sentiment, insider 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 informati…

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…earchers who want reliable blockchain data in a clean and standardized format. A Token Terminal account is required. A free tier is available.

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…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 interest rate, effective annual rate, estimated monthly payme…

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…nsistency. Prices, candles and 13 technical indicators are one question away, and with your own account connected you can ask how far a position sits from liquidation. Every tool is read-only. TraderSpy cannot place, close or modify an order and has no withdrawal or transfer tool — it answers questi…

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…Risk Manager helps traders check planned trades before entry. It calculates position size, risk amount, risk/reward, daily loss exposure, open risk exposure, rule violations, and a TradingNX Risk Score. It supports forex, metals, crypto, stocks, indices, futures, and CFDs. TradingNX is educational…

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…irectly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdown bull and bear cases, compare analyst…

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…ution, UTM performance, customer overview, and store health from their authenticated TrueProfit account in ChatGPT.

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…iew 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, and more. The app is read-only, so it does not place trades or move money.

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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 c…

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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 c…

Publisher description

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 c…

Publisher description

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 c…

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Research stocks with ValuEdge fair value estimates, 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 portfoli…

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…users can inspect node schemas, validate pipeline JSON, browse templates, review saved strategies, run backtests, and monitor portfolios from natural-language conversations. Trading-related actions are protected by OAuth and explicit confirmation flows.

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…, volatility zones, risk/reward charts, portfolio tracking, and AI explanations. Use VEGA to better understand how an options strategy may behave before entering a trade, compare possible outcomes, and build a more structured trading plan. Not financial advice. Trading involves risk.

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…our company's equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation statements, resolutions). Instead of navigating the Vestd platform, ask your A…

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

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…r 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 salary records, and read an uploaded bank or card statement and turn it into ledger entries for the user to…

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…and it is never shared with third parties. This app connects ChatGPT to your own Whisper Money account so you can analyse your money in plain language instead of clicking through dashboards. Ask questions like "how much did I spend on groceries last month", "what's my net worth trend this year", "w…

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…ect 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 fees.

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…data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, and margins for public companies. Ask for any…

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…ker for cross-border wealth. See your full portfolio, debts, and multi-currency cash flows across countries in one place, in any of 13 currencies. Import broker and bank statements, then break down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment…

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…"what's the GBP to JPY rate right now", or '250 dollars in rupees' — with or without an explicit amount, and with currency codes in any case or written as names. Returns the converted amount and the current mid-market exchange rate.

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…t full native invoice and bill line items, contact details, and paginated Xero results • Create accounts, arbitrary Xero transactions, and draft fixed assets • Bulk-create invoices or import credit card transactions • Upload, list, and download supporting attachments • Automatically fill in your fir…

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…e. Zacks Connect AI is a Model Context Protocol (MCP) server that plugs the Zacks Rank, estimates, fundamentals, Zacks Investment Research and market news straight into your Claude chat. Financial reported data, Zacks Ranks, Data history, daily prices, Analyst consensus , reasons to buy, investment…

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…s off a bill. Behind it sits an analysed corpus of more than 20,000 Israeli households across 500+ municipalities, each a full hourly export from Israel Electric Corporation — up to 17,520 meter readings per home. That is what lets these tools answer with a number rather than a rule of thumb. Ten re…