Finance Codex plugins
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Finance plugins 2
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| Plugin / developer | Category | Follow |
|---|---|---|
Adviser AgentC8 Index Technologies (EU) Limited 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 i… …ing scenarios. - Browse C8's model portfolios and their holdings. Holdings you type are analysed in memory for that answer only: nothing is stored and nothing is executed. Every answer names its source and the date its data runs to. Adviser Agent is research and analytics for financial professionals… Show in context →2 more matching sources |
FinanceVersion 1.0.3 | View details → |
InvestorListsInvestorLists.vc (Chosen V. Inc.) Publisher description The InvestorLists agent for founders raising capital: your raise profile, investor shortlists from the InvestorLists database with a sourced reason for each firm, investor briefs, the path to connect with each firm, investor messages written for you, and a memory of where every investor stands. Show in context →1 more matching sourcesPublisher full description …th decision-makers, verified work emails, LinkedIn profiles and latest news. What the InvestorLists agent does: - Raise profile: reads your website, deck and LinkedIn profile URL and drafts a short profile of your company and your round. Only the version you approve is saved. - Investor shortlists:… …s, LinkedIn messages, intro requests, follow-ups and replies, written for you to review. - Pipeline memory: saved lists and notes per firm, so you can ask where every investor stands and what is due. How to start: Type "Hi InvestorLists, let's get started." Sign in on investorlists.vc with the code… Show in context → |
FinanceVersion 0.3.4 | View details → |
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