Finance Codex plugins

Publisher

Dun & Bradstreet

Publisher

Dun & Bradstreet

Publisher description

…source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations across Slack, Linear…

Publisher description

…sactions; and read the consulting deliverables attached to each engagement, or publish a new one. Reads cover company and personal finance. Writes only create or update project content — a project, its briefing, an HTML deliverable and its versions — inside the client's private workspace. No tool in…

Publisher description

…and names the source it came from. You need an Antevo Wealth account to sign in - this connector reads your own data and nothing else, and anything that would change a record describes the change and waits for your approval first.

Publisher description

…rate series come from the St. Louis Fed. There is no forecasting, no advice, and no trading — it reads history and does the sums. Free with no account: seven assets including Bitcoin, Ethereum, Solana, XRP, the S&P 500, the Nasdaq 100 and gold, and two plans per comparison. A BTC DCA Engine account…

Publisher description

Double manages the month-end close. It replaces spreadsheets and scattered checklists with a single system connected to your GL or ERP: tasks, team assignments, and close status all in one place. Connect it to ChatGPT and you can act on your close with…

Publisher description

…ive spot prices, find the cheapest hours to run appliances or charge an EV, optimize flexible workloads to reduce electricity costs, and compare electricity contract options where available.

Publisher description

…plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR churn by month this year?", "Show retention for customers who signed up in Q1", "Which plans a…

Publisher description

…king — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.

Publisher description

…ranked options trades for the strategy you ask about. Covered calls, cash-secured puts, credit spreads, iron condors, butterflies, calendars, diagonals, straddles, strangles, and more. Ask in plain English, like "find me high-probability iron condors on large caps with a max loss under $500" or "sh…

Publisher description

…real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers based on your actual trades. Your assist…

Publisher description

…expense management, money management, budget management, and everyday personal finance without spreadsheets or a separate finance app.

Publisher full description

…e Credit Markets for credit instruments, creditworthiness, restructuring, distressed, recovery, spreads, yields, covenants, and debt security analysis.

Publisher description

…very window, figure and registration timestamp on its page. This plugin searches that library and reads a paper into the conversation, so ChatGPT answers from the study itself and links to the page. Topics so far: earnings drift, dividend capture, the Piotroski F-score, country and sector rotation,…

Publisher description

…here your risk concentrates, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full portfolio Work from live charts with indicators (RSI, MACD, 20/50 MA) Analyze earnings history, estimates, and surprises Screen by price ac…

Publisher description

…companies answer with no StockLens account 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…

Publisher description

…and write logs during the run. You say what you want to check, ChatGPT writes the code, runs it, reads the output back, and tells you what it found. When a run finishes you get the full report — performance statistics and the individual trades behind them. ChatGPT can also work with a StrategyTune…

Publisher description

…d underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Ti…

Publisher full description

…d underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Ti…

Publisher description

TrueProfit helps ecommerce merchants review revenue, costs, profit, orders, products, ads, pixel-based marketing attribution, UTM performance, customer overview, and store health from their authenticated TrueProfit account in ChatGPT.

Publisher description

…trend this year", "which subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep your books tidy from the conversation: log manual transactions, recate…

Publisher description

…supplier and plan with its discount structure. • how_to_export_my_iec_data — how a household downloads its own consumption file. Privacy: no per-household data is reachable here. Every figure is either computed from the caller's own inputs or is a population aggregate published only where at least…