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Finance Codex plugins

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Altair ResearchAltair AIRead and compare published research on US stocks and ETFs from Altair. Plugin name Altair Research Show in context → 5 more matching sources Publisher subtitle Read Altair stock/ETF research Show in context → Publisher capabilities · listing List research coverage Compare research decisions Read research reports Show in context → Publisher keywords · listing finance research stocks etf mcp Show in context → Publisher description Read and compare published research on US stocks and ETFs from Altair. Show in context → Publisher full description Read Altair's published AI research on about 70 US stocks and ETFs. Compare each model's rating, price target, confidence, horizon and summary, then open the underlying report to examine the bull case, bear case and risks. Intend… Show in context →	FinanceVersion 1.0.0	View details →
Bizora Tax ResearchBizora Inc.Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question ... Plugin name Bizora Tax Research Show in context → 2 more matching sources Publisher subtitle Research tax questions Show in context → Publisher description Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rat… Show in context →	FinanceVersion 1.0.0	View details →
dibsresearchdibsresearchCompany KPIs, financial statements and document search with the source of every value. Plugin name dibsresearch Show in context → 3 more matching sources Publisher capabilities · listing Read company KPIs with their source Read financial statements Search company reports and earnings releases Show in context → Publisher description Company KPIs, financial statements and document search with the source of every value. Show in context → Publisher full description dibsresearch gives ChatGPT company data that can be traced back to where it was published. - Company KPIs: operating figures and segment data as each company reports them, such as bookings, subscribers or s… Show in context →	FinanceVersion 1.0.0	View details →
Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning... Plugin name Distilla Investment Research Show in context → 5 more matching sources Publisher subtitle Financial and equity research Show in context → Publisher capabilities · listing …and valuation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts Show in context → Publisher keywords · listing financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp Show in context → Publisher description Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks b… Show in context → Publisher full description Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings dates, earnings filings and call transcripts, daily… Show in context →	FinanceVersion 1.0.2	View details →
Lexplorer Swiss Tax ResearchLexplorerLexplorer searches Swiss tax law with verified, citable sources: federal tax acts (DBG, MWSTG, StHG, VStG, stamp duties), the tax acts of... Plugin name Lexplorer Swiss Tax Research Show in context → 2 more matching sources Publisher subtitle Research Swiss tax law Show in context → Publisher description Lexplorer searches Swiss tax law with verified, citable sources: federal tax acts (DBG, MWSTG, StHG, VStG, stamp duties), the tax acts of all 26 cantons, the official tax handbooks and administrative practice o… Show in context →	FinanceVersion 1.0.1	View details →
Lucy — SEC Filings SearchEzar Inc.Search U.S. SEC EDGAR filings and ground AI answers in real disclosure passages. Plugin name Lucy — SEC Filings Search Show in context → 3 more matching sources Package name lucy-sec-filings-search Show in context → Publisher subtitle Search U.S. SEC EDGAR filings Show in context → Publisher description Search U.S. SEC EDGAR filings and ground AI answers in real disclosure passages. Show in context →	FinanceVersion 1.0.0	View details →
Nomas Researchnomas researchNomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider ... Plugin name Nomas Research Show in context → 2 more matching sources Publisher nomas research Show in context → Publisher description Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retri… Show in context →	FinanceVersion 1.0.0	View details →
Source Data Research WorkspaceLIQUILENS PRIVATE LIMITEDDiscover scoped research datasets, exact series and regulator identifiers; inspect source-bound changes and retrieve bounded cited observ... Plugin name Source Data Research Workspace Show in context → 3 more matching sources Package name research-data Show in context → Publisher capabilities · listing Read Research Show in context → Publisher description Discover scoped research datasets, exact series and regulator identifiers; inspect source-bound changes and retrieve bounded cited observations. Preserve native units, capture receipts, snapshot identifiers, independen… Show in context →	FinanceVersion 1.0.2	View details →
StableJack ResearchStableJackStableJack Research helps users investigate crypto and equities, retrieve market, on-chain, financial, and web data, and synthesize resea... Plugin name StableJack Research Show in context → 2 more matching sources Publisher subtitle Market research and insights Show in context → Publisher description StableJack Research helps users investigate crypto and equities, retrieve market, on-chain, financial, and web data, and synthesize research with StableJack Navigator. Show in context →	FinanceVersion 1.0.0	View details →
Adviser AgentC8 Index Technologies (EU) LimitedInvestment research for financial advisers: product rankings, performance and risk analytics, C8 top picks and rebalancing proposals. Publisher subtitle Research & portfolio analytics Show in context → 3 more matching sources Publisher keywords · listing investment research ETF portfolio rebalancing financial advisers Show in context → Publisher description Investment research for financial advisers: product rankings, performance and risk analytics, C8 top picks and rebalancing proposals. Show in context → Publisher full description Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation. What you can do: - Search and rank… Show in context →	FinanceVersion 1.0.3	View details →
AdvPulseAdvisorPulse Inc.Search public SEC Form ADV filings: find adviser firms by name or CRD number, filter them by state, assets, type and disclosures, and sea... Publisher subtitle Search SEC adviser filings Show in context → 3 more matching sources Publisher capabilities · listing …SEC Form ADV profile by CRD number Filter adviser firms by state, assets, firm type and disclosures Search adviser brochures (Form ADV Part 2A) by meaning Show in context → Publisher description Search public SEC Form ADV filings: find adviser firms by name or CRD number, filter them by state, assets, type and disclosures, and search their brochures by meaning. Show in context → Publisher full description AdvPulse searches the Form ADV filings that investment advisers file with the U.S. Securities and Exchange Commission. Use it to look up an adviser firm by name or by its CRD number, to filter firms by state,… Show in context →	FinanceVersion 1.0.1	View details →
AIR Credit IntelligenceAIR Platforms, Inc.AIR Credit combines powerful machine learning credit intelligence with AI agents directly inside ChatGPT. Instantly assess companies, unc... Publisher subtitle Research credit risk instantly Show in context →	FinanceVersion 1.0.0	View details →
ALPHAPORT.AIGTO Holdings LLCBring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs... Publisher subtitle Financial research & pipelines Show in context → 1 more matching sources Publisher description Bring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account… Show in context →	FinanceVersion 1.2.0	View details →
Alpha SpreadAlpha SpreadSupercharge your stock research in ChatGPT with Alpha Spread. Give your analysis a stronger foundation with intrinsic valuations, financi... Publisher subtitle Supercharge stock research Show in context → 1 more matching sources Publisher description Supercharge your stock research in ChatGPT with Alpha Spread. Give your analysis a stronger foundation with intrinsic valuations, financial data, and models built for understanding what companies may be worth. Develop more in… Show in context →	FinanceVersion 1.3.0	View details →
Análise de FIIsAnálise de FIIsResearch and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices,... Publisher subtitle Brazilian REIT research Show in context → 1 more matching sources Publisher description Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distr… Show in context →	FinanceVersion 1.0.0	View details →
AsesorFacturasPlusinfosysSearch invoices, view invoice details and PDFs, and preview or create invoice drafts in your connected AsesorFacturas account. Publisher subtitle Search and draft invoices Show in context → 2 more matching sources Publisher description Search invoices, view invoice details and PDFs, and preview or create invoice drafts in your connected AsesorFacturas account. Show in context → Publisher full description AsesorFacturas helps users search business invoices, view invoice details and PDFs, and preview or create invoice drafts in their connected account. Users can select accessible legal entities and retrieve the customer and confi… Show in context →	FinanceVersion 1.0.0	View details →
AveryGPTAVERYGPT LLCCommercial real estate finance tools for researching lenders, reviewing property comparables, and managing finance deals and documents in... Publisher subtitle CRE lender research and deals Show in context → 3 more matching sources Publisher capabilities · listing Research commercial real estate lenders and banker contacts Review finance deals and lender quotes Find property listings and sales and financing comparables Create finance deals and update lender lists Show in context → Publisher description Commercial real estate finance tools for researching lenders, reviewing property comparables, and managing finance deals and documents in your AveryGPT account. Show in context → Publisher full description …e finance tool for property owners, finance teams, and brokers. Its main purpose is to help users research lenders and manage property-financing deal information in their AveryGPT account. Search lender profiles and banker contacts, review active finance deals and lender quotes, and read documents a… Show in context →	FinanceVersion 1.0.6	View details →
beatandraiseIterative Works GmbHbeatandraise helps users research public companies using SEC EDGAR filings. Find companies by name, ticker or SEC industry (SIC) code, se... Publisher subtitle Search SEC filings Show in context → 1 more matching sources Publisher description beatandraise helps users research public companies using SEC EDGAR filings. Find companies by name, ticker or SEC industry (SIC) code, search filing text, browse filings and documents, and inspect financial statements and table… Show in context →	FinanceVersion 1.1.0	View details →
BeliefStateBeliefState LLCStock research for your AI Publisher subtitle Stock research for your AI Show in context → 3 more matching sources Publisher capabilities · listing Find published investment ideas by thesis, theme or trade setup Research companies and ETFs with dated cases and explicit coverage Compare investor views and follow cited thesis changes Show in context → Publisher keywords · listing stock research investment research investor theses investment themes investment ideas ETF research equity research catalysts thesis changes compare investor views Show in context → Publisher full description Find and compare investment ideas BeliefState gives your AI dated, cited stock research from published investor views. Search by company, investment theme or trade setup, explore a company or ETF, and compare views and changes over time. Use it to learn about a business, explore a… Show in context →	FinanceVersion 1.0.11	View details →
Bigdata.comRavenPackBigdata.com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT. Publisher subtitle Finance research, news & data Show in context → 4 more matching sources Publisher capabilities · listing Search cited financial news, filings, transcripts, and research Research stocks, public companies, securities, ETFs, markets, and economies Analyze market data, fundamentals, sentiment, and portfolio… Show in context → Publisher keywords · listing financial research stock research equity research investment research company research market intelligence financial news stock news market news premium news SEC filings 10-K 10-Q earnings transcripts earnings ca… Show in context → Publisher description ….com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT. Show in context → Publisher full description Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst r… Show in context →	FinanceVersion 10.0.2	View details →
ClarifoClarifoResearch US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure. Publisher subtitle Company financial research Show in context → 4 more matching sources Publisher capabilities · listing Company snapshots and profiles Cited filing search Financial statements and peer comparison Segment and geographic revenue Screening and trends Valuation, ownership and insider activity Reporting-standards answers Workspace documents Recurring… Show in context → Publisher keywords · listing finance sec filings 10-k financial statements equity research Show in context → Publisher description Research US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure. Show in context → Publisher full description …ge a citation points to - Save analyses and notes to your Clarifo workspace, and set up recurring research with Clarifo Automate Clarifo writes to your account only after you turn writing on in Clarifo's settings, and only when you ask. Edits, publishing and new automations need your approval, and n… Show in context →	FinanceVersion 1.2.1	View details →
Clear StreetClear Street, LLC.Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along w... Publisher subtitle Research and Analyze Stocks Show in context → 1 more matching sources Publisher description …tions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies. Show in context →	FinanceVersion 1.0.0	View details →
Co-InvestLiquidCo-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, po... Publisher subtitle Research global markets 24/7 Show in context → 1 more matching sources Publisher description Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities,… Show in context →	FinanceVersion 1.0.2	View details →
Consensus MarketAI Dreams Interactive LLC-FZInvestment research with cited evidence, progress tracking, and saved reports. Publisher subtitle Investment research, cited Show in context → 3 more matching sources Publisher keywords · listing investment research companies markets reports Show in context → Publisher description Investment research with cited evidence, progress tracking, and saved reports. Show in context → Publisher full description Research companies, industries, and investment questions with Consensus Market. Start a research report, check its progress, answer clarifying questions when needed, and retrieve your saved reports with… Show in context →	FinanceVersion 1.0.1	View details →
Dakota MarketplaceDakotaDakota Marketplace helps users research allocator organizations, contacts, marketplace searches, fundraising news, private-market strateg... Publisher subtitle Search allocators and funds Show in context → 1 more matching sources Publisher description Dakota Marketplace helps users research allocator organizations, contacts, marketplace searches, fundraising news, private-market strategies, transactions, funds, and performance benchmarks through read-only searches. Show in context →	FinanceVersion 2.0.0	View details →
DayTrading.MonsterLafoliaResearch stocks and market developments across China, Japan, and the United States using available public information. Explore stock move... Publisher subtitle Research CN, JP and US stocks Show in context → 2 more matching sources Publisher keywords · listing markets stocks trading research china japan us gamma Show in context → Publisher description Research stocks and market developments across China, Japan, and the United States using available public information. Explore stock moves, macro context, market sentiment, and technical structure, and… Show in context →	FinanceVersion 0.2.1	View details →
EarningsWatcherEarningsWatcherResearch earnings with EarningsWatcher's published weekly preview, stock earnings snapshots and wiki guides. Publisher subtitle Earnings & options research Show in context → 3 more matching sources Publisher capabilities · listing Weekly earnings preview Public stock earnings snapshots Wiki research and education Show in context → Publisher description Research earnings with EarningsWatcher's published weekly preview, stock earnings snapshots and wiki guides. Show in context → Publisher full description EarningsWatcher brings our published research on options around company earnings into ChatGPT. Ask who reports this week and what move options are pricing. Look up a stock's implied move next to its historical average and median move and i… Show in context →	FinanceVersion 0.1.0	View details →
ElevenFloElevenFlo Inc.ElevenFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filin... Publisher subtitle Bankruptcy data & research Show in context → 1 more matching sources Publisher description ElevenFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata… Show in context →	FinanceVersion 3.0.0	View details →
ETFtrackerMARK JUSTIN MONFORTExplore ETF data, holdings overlap and historical distributions with ETFtracker. Publisher subtitle Australian ETF research Show in context → 1 more matching sources Publisher full description Search ETFs covered by ETFtracker on ASX and TMX, get a whole-market picture for any month (total size, net flows by exchange, category and issuer flows, biggest inflows and outflows, best and worst r… Show in context →	FinanceVersion 0.4.0	View details →
ExpensifyExpensify, Inc.Ask questions about your Expensify account and get answers from your real data — not guesses. Connect your Expensify account and ask nat... Publisher subtitle Search expenses and more Show in context →	FinanceVersion 1.0.0	View details →
facturillofacturillo Inc.facturillo keeps your Panamanian receipts ("facturas") organized automatically. Scan the DGI QR code and every line item, vendor, and tot... Publisher subtitle Search receipts and spending Show in context →	FinanceVersion 1.1.0	View details →
Financial AI®thefinancial.aiBring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic for... Publisher subtitle Research, forecasts, backtests Show in context → 2 more matching sources Publisher description Bring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic forecasts, and strategy backtesting through natural conversation. The platform incorporates a comprehensive set of technical, economic, and valuation in… Show in context → Publisher full description Bring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic forecasts, and strategy backtesting through natural conversation. The platform incorporates a comprehensive set of technical, economic, and valuation in… Show in context →	FinanceVersion 1.0.5	View details →
Financial EvidenceLIQUILENS PRIVATE LIMITEDConnect public funding, bank disclosure and liquidity evidence into cited research briefs for treasury, risk and research teams. Publisher subtitle Funding and bank research Show in context → 3 more matching sources Publisher capabilities · listing Read Research Show in context → Publisher description Connect public funding, bank disclosure and liquidity evidence into cited research briefs for treasury, risk and research teams. Show in context → Publisher full description Connect public funding, bank disclosure, liquidity and China research for treasury, risk and research teams, including small and midsize financial institutions. Start with a USD funding brief, a covered-bank review or indicative BTC exit sizes; discover available… Show in context →	FinanceVersion 0.1.17	View details →
FinmagineFinmagineIndian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), ma... Publisher subtitle Indian & US stock research Show in context → 1 more matching sources Publisher description Indian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intelli… Show in context →	FinanceVersion 1.0.1	View details →
FinmodeFinmodeResearch stocks and ETFs with Finmode Scores, fundamentals, estimated fair value, market movers and bull/bear analysis. Publisher subtitle Stock & ETF research Show in context → 2 more matching sources Publisher description Research stocks and ETFs with Finmode Scores, fundamentals, estimated fair value, market movers and bull/bear analysis. Show in context → Publisher full description Research and compare publicly traded stocks and ETFs using Finmode Scores, quantitative fundamentals, estimated intrinsic value, expected return estimates, ETF analysis, market movers, and qualitative b… Show in context →	FinanceVersion 1.0.0	View details →
Fiscal.aiFiscal.aiFiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, seg... Publisher subtitle Research public companies Show in context → 1 more matching sources Publisher description Fiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai account. Show in context →	FinanceVersion 3.0.0	View details →

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