Finance Codex plugins

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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 r… …ting your client records or research source material. Research usage is metered against your Bizora account credit balance. Bizora is a research tool, not a substitute for professional judgment. Review the cited authority before relying on any answer in client work.

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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, dail… …illa's Public Library of research documents and investing podcasts, with source details. A Distilla account is required. Screen requests create jobs that may take time to complete; other research calls also count against account usage.

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…ESTV and SSK circulars, VAT publications), plus commentary and academic doctrine. ChatGPT plans the research the way a tax professional would: statute first, then administrative practice and doctrine, and for cantonal questions the sources of the right canton — every key statement with a precise cit… …f ZH and ZG." Built for tax advisors, fiduciaries, lawyers and in-house teams. Requires a Lexplorer account (login on first use) — more at lexplorer.ch.

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Primary-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six s…

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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 to run the AlphaPort pipelines you choose and return to the results when they are ready.

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Clear Street MCP lets you access your Clear Street account information such as balances, positions, 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.

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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.

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Gate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (including batch), Gate candlesticks, order book depth, and recent trades across spot, futures, delivery, and options where supported. No login, no account balances, no order placement or fund transfers. Data is informational only and is not investment advice. News/social tools are on Gate News; documentation tools are on a separate MCP server. P…

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IFG brings official tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, administrative guidance, case law, tax treaties, EU law and OECD publications across the jurisdictions available in IFG. Find a source from a citation or topic, browse a code or…

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Search and read quant research

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Rallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC fil… …s, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and does not execute trades.

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Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged…

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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 portfolio is worth, how holdings compare with fair value, which stocks…

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Interactive Write Research

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Web research Reward calculation Local wallet storage

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Hey-Traders! Quant Trading gives AI agents access to quantitative market research and strategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfo… …application’s current capabilities. Requires Codex desktop with the Browser plugin and a HeyTraders account. Paper workflows use simulated balances and do not send orders to a trading venue. The public plugin does not place, modify, cancel, or monitor real orders; run live strategies; or connect exc…

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…and compare completed results with a matched buy-and-hold baseline. Keep your code, strategies, and research notes together in your private Premiss workspace. Revisit an idea, change the rules, and run it again. A Premiss account is required. Available history and timeframes vary by market. Historical results do not predict future returns.

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…Ask in any language — ChatGPT translates and answers grounded in the official text. Results support research and compliance work; they are not a substitute for legal counsel. Free, no account needed.

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Ask Gina is a research assistant for crypto, prediction markets, perpetuals, and equities. Use it to fetch real-time prices and historical data for tokens, Hyperliquid markets, and Polymarket prediction markets, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside ChatGPT or Codex.

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…a past date, every version of a fact across filings, and material revisions, for restatement-aware research and backtests without lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SE… …mestic 10-K and 10-Q filers. Figures are in the filer's reporting currency, never converted. A free account covers most tools. Analyst and Pro plans add depth: full ownership lists, point-in-time detail, cross-ticker comparison and the pre-2009 corpus.

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Registered Dubai property data for research: sale prices, rents, gross rental yields, growth and off-plan returns by building, area and villa community, from Dubai Land Department and Ejari records, with sources and sample sizes on eve…

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Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, watchlists, and order history.

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…market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combines comprehensive Moody’s entity intelligence, including global company profiles, hierarchies, and ownership linkages, with… …market signals, and company events - Risk indicators and early warning signals - Economic data and research Use Moody’s Growth & Strategy MCP for: - GTM Planning – define and size target markets with comprehensive company coverage - Account Prioritization – identify and prioritize high-value prospe…

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…ed asset or application through 25+ different metrics • Get access to full historical data • Answer research 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.