Finance Codex plugins

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…tors, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

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…easy to decide. 8. How to convert some of your holdings to a target amount of after-tax cash by a deadline with the smallest tax bill. We optimize against your inputs and risk tolerance, then you choose, the way an investment firm would. Every result is computed against the federal tax code plus all… …ne model claimed $3.9M, $5.2M, and $13.0M on three runs of identical input. The prompt and full transcripts are public at optionsahoy.com/benchmark. The arithmetic here is deterministic instead: the same inputs on the same date give the same answer every time, with no model inference anywhere in the…

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Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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Live Earnings gives ChatGPT speaker-attributed transcripts of public company earnings calls — ended calls and calls in progress. Each turn is attributed to the executive or analyst who spoke it, where they can be identified, so you can ask what the CFO said about guidance, who asked about margins, or how management answered a specific analyst. Read-only: it lists calls, a call's roster of executives and analysts, the call's sections, the analysts' Q&A exchanges, and the transcript itself. Independent service; not financial advice. Sign in wit…

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Ready-to-use call scripts for lowering US and UK household bills: home internet, mobile, cable or satellite TV, streaming, car and home insurance, electricity and gas, water, credit card interest and gym memberships, w…

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Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial anal… …robability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP enables faster data-to-insight workflows, supporting m…

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…latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news using real, citable sources. Search billions of documents spanning 25+ years. Depending on account entitlements and source ava… …eyond public data by bringing your own research into the picture. With appropriate permissions, upload and search private notes, internal analysis, artifacts, and files alongside public filings and market data. This combines proprietary insight with external evidence in a single query. Connect throu…

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…rial and newly discovered sources, including web articles, public posts, newsletters, and video transcripts. Connect your Consensus Market account to use its research allowance or existing credits. New reports take several minutes; checking progress and reading completed reports do not start new research. Coverage depends on source availability. Reports are informational and can contain errors. This plugin does not place trades, provide personalized fi…

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Interactive Read

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…ons, forex, commodities, and global indices. Licensed by major global exchanges for institutional-grade accuracy. Access 200+ global market indices, ETF profiles and sector allocations, and top gainers/losers/most active tickers. Pull company fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, p…

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…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. Responses are grounded in underlying court filings and source links with verifiable citations.

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…arching US, European, Chinese and Hong Kong stocks, so answers are grounded in primary sources instead of recall. Ask for a stock price, a company's financial statements, the full text of its filings and annual reports, or its earnings call transcripts. Pull US option chains with strikes, greeks, implied volatility and open interest, 13F institutional holdings, insider transactions, congressional trades and short interest, European short-pos…

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…int's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institutional-grade quality with the volume needed for decision-critical work.

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…vative strategies, while accessing curated market summaries, earnings highlights, and financial transcripts. Designed to support independent research and financial literacy, Next Stock – Market Insights provides clear, data-driven tools to help users better understand market trends and investment strategies. The app does not provide personalized financial advice.

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…online payment link. It handles any currency and prints on A4 or US Letter automatically. Names and addresses in Latin, Greek and Cyrillic scripts are supported. When you sign in, QuickInvoice remembers your business details and logo, numbers your invoices automatically (INV-0001, INV-0002…), keeps your invoices, and tracks who has paid.…