Finance Codex plugins
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Explore 5,474 plugins across 14 categories.
Finance plugins 22
1–22 of 22All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
| Plugin / developer | Category | Follow |
|---|---|---|
AkauntingAkauntingAkaunting helps small businesses and freelancers handle everyday accounting in one place. Create and send invoices, record income and exp... Package name app-6990fc7f07cc8191989cb4df81967487 Show in context →1 more matching sourcesPublisher description …so run financial reports, such as profit & loss and cash flow, to understand performance over time. Designed for practical bookkeeping, Akaunting gives you a clear, straightforward way to stay on top of billing, costs, and reporting — without extra complexity. Show in context → |
FinanceVersion 1.0.0 | View details → |
Allianz Direct EspañaAllianz Direct España Publisher description …see how a car insurance policy could be structured, focusing on clarity and customization. Use this app to design a potential policy configuration, learn about protection details, and get an estimated price without any commitment. Key Features: • Detailed Coverage Analysis: Receive detailed breakdowns of w… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
AlphaStocksPyxl Publisher description …nvestment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review. Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Bajaj BrokingBajaj Financial Securities LimitedBajaj Broking MCP Connector brings your trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely... Package name app-6a2909b0b3bc8191a6489b1954d40492 Show in context →1 more matching sourcesPublisher description …nd trades, fetch real-time market quotes, and retrieve historical OHLC chart data. The connector is designed to give users useful market and account context while keeping access controlled. It helps investors and traders ask natural-language questions about their Bajaj Broking account and market dat… Show in context → |
FinanceVersion 1.0.0 | View details → |
BankrateBankrateThis tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective,... Package name app-69a730a1c4448191ac0bb23d5aa9ee3f Show in context →1 more matching sourcesPublisher description …specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource. Show in context → |
FinanceVersion 2.0.0 | View details → |
CapycashLeonel VargasCapyCash helps users track income and expenses, organize categories and lists, and understand spending patterns from their own financial ... Package name app-69c42aca94508191acc614edf2e0efe8 Show in context →1 more matching sourcesPublisher description …pense detection, affordability checks, savings simulations, and goal-based scenario planning. It is designed to support financial planning and decision-making through a connected CapyCash account. Show in context → |
FinanceVersion 1.0.0 | View details → |
Co-InvestLiquidCo-Invest brings market research and portfolio planning into ChatGPT.
Explore Liquid market data, news catalysts, positioning trends, po... Package name app-6a20e26c6ab8819191519e2811e03522 Show in context →1 more matching sourcesPublisher description …ompare opportunities, and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planning, and a more connected way to navigate Liquid markets. Show in context → |
FinanceVersion 1.0.0 | View details → |
LightsplitPING-HSIEN CHOULightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create group... Package name app-6a7ec3b6436c819191db0b641cf721f6 Show in context →1 more matching sourcesPublisher description Lightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and settlements with equal,… Show in context → |
FinanceVersion 1.0.0 | View details → |
ModrekFikrah Information TechnologyModrek is an AI-powered investment assistant designed for the Saudi stock market. It helps investors analyze stocks, discover opportuniti... Package name app-6a4cbb67c0c88191bed29e56834c4266 Show in context →1 more matching sourcesPublisher description Modrek is an AI-powered investment assistant designed for the Saudi stock market. It helps investors analyze stocks, discover opportunities, and make informed decisions using real-time market data, AI-driven insights, advanced screening, and por… Show in context → |
FinanceVersion 1.0.0 | View details → |
MonitorBankRatesMonitor Bank Rates LLCMonitorBankRates has tracked bank and credit union rates since 2008. This plugin connects ChatGPT to the same live database that powers M... Package name app-6a9aada63a6c8191a4f43135ad107ea7 Show in context →1 more matching sourcesPublisher description …specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, non-advisory" spelled out, so it's worth borrowing that lin… Show in context → |
FinanceVersion 1.0.0 | View details → |
Moody's Growth and StrategyMoody'sMoody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and i... Package name app-6a60b3a5a5888191b3d51cb6bc768db6 Show in context →1 more matching sourcesPublisher description …cated opportunity scoring by combining company-level data with market-level indicators. - Territory Design – support geographic and account planning by highlighting industries, regions or countries with stronger growth prospects - Pipeline Acceleration – surface in-market signals and help support ti… Show in context → |
FinanceVersion 2.0.0 | View details → |
Next Stock - Market InsightsOtaner Tech Inc. Publisher description …users explore stock market data through structured analysis and historical performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based on publicly available financial data. Users can explore diffe… …rategies, 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.… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
PFT Edgebook - Trading JournalPhil WasmuthPFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just as... Package name app-6a58f43ae5f4819196825666be47d659 Show in context →1 more matching sourcesPublisher description …ompliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limited to your own data, and account numbe… Show in context → |
FinanceVersion 1.0.0 | View details → |
SavvlySavvly, Inc.Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum... Package name app-6a32e78726a88191bc24787b58bc8d03 Show in context →1 more matching sourcesPublisher description …full-retirement scenarios. These tools support the Savvly Longevity Benefit, an SEC-registered fund designed to combine market exposure with later-life longevity payouts. Show in context → |
FinanceVersion 1.0.1 | View details → |
SecureLendSecureLend Inc Publisher description …ersonal information and only gathers limited prequalification details when necessary. SecureLend is designed to operate without authentication, and all features are accessible without sign-in. SecureLend does not provide loans or make credit decisions. All results are informational only. When users choose to apply, they are guided to third-party providers and explicitly consent before any information is shared. SecureLend is designed as a modular financial comparison platform and may expand to additional… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
S&P Global - AdaptiveKensho TechnologiesS&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query... Package name app-6a63745128f081918760e18aca68d826 Show in context →1 more matching sourcesPublisher description S&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intellige… Show in context → |
FinanceVersion 1.0.0 | View details → |
Validis (AU)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a292bc4ec908191a46e47e658e3836c Show in context →1 more matching sourcesPublisher description …al, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context → |
FinanceVersion 2.0.0 | View details → |
Validis (CA)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a291ec4f5448191b427235947f0dd3d Show in context →1 more matching sourcesPublisher description …al, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context → |
FinanceVersion 1.0.0 | View details → |
Validis (UK)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a2675ace6088191a87d1805eb9e6577 Show in context →1 more matching sourcesPublisher description …al, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context → |
FinanceVersion 2.0.0 | View details → |
Validis (US)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p... Package name app-6a182a19bddc81918ae3843061cb23e2 Show in context →1 more matching sourcesPublisher description …al, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context → |
FinanceVersion 1.0.0 | View details → |
FactSet AI-Ready DataFactSet Research Systems Publisher description FactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of thei… Show in context → |
FinanceVersion 5.0.0 | View details → |
Hey-Traders! Quant TradingHeyTraders, Inc. Publisher full description …cess 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 portfolios descriptively, build and backtest trading strategies, and run strat… …vant to each task and retrieve focused results, keeping interactions concise while working with the 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 publi… Show in context → |
FinanceVersion 1.0.1 | View details → |