Finance Codex plugins

Plugin name

Whop

Publisher description

…nd statuses, all without leaving ChatGPT. Ideal for portfolio managers and investor relations teams who need fast, conversational access to their Atominvest data to support reporting, investor queries, and portfolio monitoring.

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…rket data without switching between multiple screens. This connector is especially useful for users who want faster portfolio visibility, cleaner trade review, and easier access to market context directly inside their AI workflow.

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…to find the right protection for your business in minutes. Join over 300,000 Australian businesses who trust BizCover to help protect what they’ve built. Get indicative quotes through our app, then purchase online with flexible payment options and instant cover - so you can get insured and get back…

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…’t, and get a clean deal overview in seconds. Built for acquisitions teams, analysts, and investors who need answers they can defend.

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…s document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Caribooks account connected to QuickBooks Online is required. Companies start with read-only access. Users enable writes separately fo…

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…and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planning, and a more connected way to navigate Liquid markets.

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…m the same chat where you’re already thinking through your next move. Co-Invest is built for people who want a faster, more intuitive way to interact with markets: less tab-hopping, fewer complex menus, and a trading experience that feels natural from the first prompt. Key features: - Trade a broad…

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…agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical training. The MCP figures out the filters, fields, and connections you might not have known to ask for, and retu…

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…rs clean and reliable. Every change is fully traced with a built-in audit trail, so you always know who changed what and when. A robust permission mechanism ensures each user sees only the data they're authorized to access. And with built-in financial logic, the app understands your business context…

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…sk rating for <Company Name>, and what are the key drivers behind it?" Trace beneficial ownership: "Who ultimately owns and controls <Company Name>, and are any owners or directors located in high-risk or sanctioned jurisdictions?" Generate KYB decision reports: "Give me a full KYB decision report f…

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…th with both comparison periods, and each figure that was withheld for lack of evidence. Filter the whole index on your own thresholds (price band, minimum gross yield, minimum evidence), compare two to four buildings on matching bedroom types, read a published ranking, inspect the individual transa…

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…re live prices from the top providers and full-fibre networks and see every deal priced by its true whole-contract cost, so a teaser price never hides the real one. Try asking ChatGPT things like: - am I overpaying? I'm with Sky at £44 a month for 100Mb - find me full fibre under £30 with no mid-con…

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…rformance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.

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…stomers. Ask things like "What was my MRR churn by month this year?", "Show retention for customers who signed up in Q1", "Which plans are growing?", or "List my top customers by MRR". All figures come straight from your GrowPanel account in its base currency, and access is scoped to the signed-in u…

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…e runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research. This connector brings that library into ChatGPT. You can: - Search thousands of expert interviews…

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…, taxes and insurance, credit score and how title will vest — and the app prices it against current wholesale rate sheets and program guidelines. When the deal fits, the investor receives a term sheet by email with a PDF: note rate, two origination options, monthly payment, DSCR, prepayment terms an…

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…e through the assistant matches what you'd see in your account. Built for real estate professionals who want to spend less time on manual analysis and more time advising on deals and closing them.

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…in a new jurisdiction, or change any settings. Built for finance, accounting, and operations teams who need fast, accurate answers about their compliance status, whether that's confirming a nexus threshold, checking a customer's exemption history, or estimating tax on a new deal.

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…hould I ask my advisor? - Update my Tesla shares to 100 units Kubera is the Balance Sheet for those who manage their own wealth. https://www.kubera.com/

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…creator. Ask what people are saying about an asset, how the conversation is trending over time, and who is driving it. Whether you are researching a brand, tracking a ticker, or following a market narrative or specific creator, LunarCrush brings real time social context directly into ChatGPT.

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…cked by licensed, exchange-sourced market data. Built for traders, quants, analysts, and developers who need accurate stock market data, equities data, and multi-asset market data inside ChatGPT.

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…e questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which banks advised the most software deals last year. You can also paste a list of company names or website…

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…n a trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the market.

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…d on OptionClaws, and look up which filters are available before you scan. Made for options traders who want to find and compare candidate trades without clicking through chains by hand. Requires an OptionClaws account. Results are informational only and not financial advice

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…and source of funds. It can also follow funds forward to where they were cashed out or backward to who paid a wallet, list counterparties and recent transfers, and screen a single transaction by hash. Free, no signup, no API key. Data comes from the PublicAML Intelligence API.

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…hat's the status of my recent settlements," or "Find refunds from last week." Perfect for merchants who want quick insights without navigating dashboards. View transaction details, track settlement timelines, check saved payment methods, and analyze your payment activity—all through natural language…

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…k questions about delivery times, fees, rates and more. Remitly is trusted by millions of customers who rely on it to send money home, donate or have local currency while traveling abroad. Our customers and their recipients are located in over 170 countries across the globe, and Remitly offers 24/7…

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…filing the way it was filed: list the statements and notes in a 10-K or 10-Q, then open one section whole, with its rows, breakdowns and the calculations that tie it together. The graph also exposes read-only Cypher, so a conversation can move from a question ("show me NVIDIA's latest income stateme…

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…tly before being securely redirected to SkyWatch’s official web portal to complete policy issuance. Who Is This For? Student and licensed pilots who rent or borrow non owned aircraft. Pilots who need flexible, short term coverage before a lesson, checkout, or rental flight. Important Information: Th…

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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 cannot settle up, itemize a receipt line by line, or delete your…

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…count 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 the whole n…

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Who it's for: U.S. rideshare and gig economy drivers — Uber, Lyft, DoorDash, Instacart, and similar platforms. Whether you're a full-time driver or earning on the side, TaxMadeEazy helps you discover…

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…d rotation trends. Built for portfolio managers, research analysts, index providers, and allocators who need defensible, data-driven answers to thematic questions.

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…rs backed by TickerLayer market data. Built for investors, analysts, traders, developers and anyone who needs real-time or historical multi-asset financial market data inside ChatGPT.

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…arch questions without dashboards or SQL Built for investors, analysts, developers, and researchers who want reliable blockchain data in a clean and standardized format. A Token Terminal account is required. A free tier is available.