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Finance Codex plugins

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Finance plugins 7

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Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ...

Publisher subtitle

Detailed company and risk data

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…tlooks, and rating drivers Upgrade and downgrade trigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, beneficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research docu…

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Publisher description

Moody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, s…

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FinanceVersion 3.0.0
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D&B Finance AnalyticsDun & Bradstreet

Publisher description

Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empower… …Evaluate credit recommendation: "What is the recommended credit limit for [Company Name], and what factors contributed to that recommendation?" Assess business risk: "Summarize the financial risk, payment behavior, and predictive risk indicators for [Company Name]." Monitor portfolio health: "Which…

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FinanceVersion 3.0.0
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HelpDolDANIEL DE OLIVEIRA LOPES

Publisher description

Control your business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDol app and your income and expenses are imported automatically — no manual typing, no duplicates. Then just ask. Check you…

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FinanceVersion 2.0.1
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MetricDuckJujube Technologies Inc.

Publisher description

…periods, screen and rank 5,500+ companies by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K/10-Q (and amendments), 8-K, 20-F/40-F/6-K (foreign issuers that file with the SEC), and DEF 14A proxy statements. Not covered: i… …, 13D/G), institutional holdings (13F), or registration/offering prospectuses (S-1, 424B). Updated daily from SEC EDGAR; daily end-of-day prices from a market-data feed. Informational research tool, not investment advice. Free up to 500 queries/day.

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FinanceVersion 1.0.0
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PazyPazy Digital Ventures SL

Publisher description

…l plan is and find the plan that best fits their needs. Through a guided conversation, it analyzes factors such as age, city of residence, and funeral service preferences (cremation or burial, wake or ceremony) to provide personalized recommendations. It also offers clear information about how funeral planning works in Spain, the typical costs of a funeral, and the available options for arranging it in advance.

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FinanceVersion 2.0.0
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Testfoliotestfolio

Publisher description

…l strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can exp…

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FinanceVersion 1.0.0
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VUHL VA Loan CalculatorVeterans United Home Loans

Publisher description

…oan calculator helps Veterans and service members estimate their monthly mortgage payment. Enter details like home price, down payment, interest rate, loan term and military background, and it handles the rest, factoring in principal and interest, the VA funding fee, taxes and insurance. Whether you… …is calculator are shown for illustrative purposes only. Your rate may differ based on a variety of factors, including your credit score and the current market conditions. Taxes and Insurance amounts are estimates based on the loan amount.

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FinanceVersion 3.0.0
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