Finance Codex plugins

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…start of the month." "Are any of my bank connections failing?" Synci aggregates accounts across thousands of institutions: - Banks in Europe and the UK via GoCardless Bank Account Data - Banks in New Zealand via Akahu - Investment brokerages and crypto exchanges via SnapTrade All connected accounts…

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…e Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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…a 24-hour cooling-off separates conviction from capital, and rule-breaking exits require a written justification that stays on the record forever. Ask for a checkup and ChatGPT briefs you on every active thesis, logs fresh evidence against your exit criteria, and flags anything that has objectively…

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…Heaven gives self-employed workers, freelancers, sole traders, and landlords instant UK tax answers using HMRC-published rates, right inside ChatGPT. 8 tools cover the full self-employed tax journey: • Calculate income tax, National Insurance, and take-home pay (England and Scotland) • Check if Maki…

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…ker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historical, simulated, and hypothetical resear…

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…ores 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 taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI),…

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…t your TKB account to ChatGPT and get instant answers about your invoices — amounts, due dates, statuses and payment details — without logging into the portal.

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Seamlessly incorporate critical context and trusted insights from industry experts as part of your financial and business analysis. Refocus on extracting high-quality, reliable information by querying Third Bridge’s best-in-class substantial Libr…

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Ask about any 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…

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…s markets worldwide. Stocks & ETFs: Get live market snapshots, bid/ask quotes, latest trades, previous closes and historical OHLCV data for US and international equities and ETFs. Forex & crypto: Check real-time currency pairs and cryptocurrency prices, compare markets and retrieve historical price…

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…d 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 eligibility, DTI restructuring, an…

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…d 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 eligibility, DTI restructuring, an…

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…ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, comm…

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…P brings institutional-grade blockchain data into ChatGPT. Query standardized onchain financial and usage metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to Token Terminal’s data layer, which transforms raw…

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…gives you instant access to current German 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, ef…

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…et the entry, the take-profit ladder, the stop and what actually happened to earlier signals — not just a direction. Ask what the whales are doing and you get real positions held by top-performing traders on Binance, Hyperliquid, Bybit and OKX, plus a leaderboard scored on PnL, win rate, ROI and con…

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…ssistant directly 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, compar…

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…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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Tuio helps users in Spain estimate home insurance prices, review included coverage, continue a quote on Tuio, and search FAQ or policy terms for insurance support questions.

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…ech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automation, employee-benefits portals, and embedded distribution, and get straight answers plus side-by-side comparisons of Vaatun against tools like…

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…ons, 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 portfolio is worth, how holdings compare with fair value, which stocks deserve further research, and what has changed. ValuEdge p…

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…, validating, and testing strategy pipelines. The ChatGPT app connects to the Vantixs MCP server so 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 ar…

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Vector Smart Chain helps users inspect current VSC network status, check public wallet balances, review transactions and blocks, and access practical guides for wallets, bridging, VSCDEX, gas, validators, and development.

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…s 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 strategy may behave before en…

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…Vestd platform, ask your AI to investigate an issuance, trace a grant's acceptance and signing status, check share authorisation headroom across companies, review governance settings, or summarise ownership structure and dilution - all grounded in your live Vestd data. Built for founders, finance t…

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Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portf…

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…sored by the Dept. of Veterans Affairs or any government agency. Licensed in all 50 States. Equal Housing Opportunity. Interest rates displayed in this calculator are shown for illustrative purposes only. Your rate may differ based on a variety of factors, including your credit score and the current…

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…salary records, and read an uploaded bank or card statement and turn it into ledger entries for the user to approve. It works in multiple currencies. Every write goes to the signed-in user's own ledger only.

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Browse Wefunder offerings using objective filters, read company pitches, disclosures, updates and questions, and inspect round terms and history. Authorized founders can review their fundraising dashboard and investor director…

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…All directly inside ChatGPT. You can try these right now: * Track my transfer * Exchange Rate from USD to INR * What information do I need to send money? * What is an MTCN and where can I find it? * How can I pay for a money transfer?

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Independent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions.

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…a third-party financial information platform specializing in the global foreign exchange (Forex) industry. It aggregates and verifies official data from over 60 regulatory authorities worldwide. The platform features a scoring system that evaluates brokers across five key dimensions: Regulation, Lic…

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…, 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 company's fundamentals, screen an industry by revenue growth, build a…

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…equest to convert money between currencies, check a live exchange rate, or compare currency values. Use it for prompts like 'convert 100 USD to EUR', 'how much is 50 usd in inr', "what's the GBP to JPY rate right now", or '250 dollars in rupees' — with or without an explicit amount, and with currenc…

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Worried about money? It might be because you’re bad at money. That’s not a character flaw—it’s a skills gap! YNAB is here to help you get good at money so you’ll never worry about money again. Get access to custom tools & expert guidance…

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Chashmalink answers questions about Israeli household electricity from measured smart-meter data rather than estimates off a bill. Behind it sits an analysed corpus of more than 20,000 Israeli households across 500+ municipalities, each a full ho…