Finance Codex plugins

Publisher description

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

Publisher description

…. Import broker and bank statements, then break down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment, tax or legal advice. wlthy never moves money or trades on your behalf.

Publisher description

…o help you get good at money so you’ll never worry about money again. Get access to custom tools & expert guidance on topics like saving, paying off debt, managing money with a partner, irregular income, and more—all prepared by the real humans behind the cult favorite money app, YNAB, which has hel…

Publisher description

…d data right in your AI chat — and give your AI assistant an edge. 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 histor…

Publisher description

…s, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.

Publisher description

…lysed 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 read-only tools: • compare_electricit…