Finance Codex plugins

Publisher description

…ain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond listed securities, open compliance breaches and unread alerts, and what is on your calendar. Every…

Publisher description

…ets, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside ChatGPT or Codex.

Publisher description

…tly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated entities, and get detailed commitment breakdowns across funds, including amounts and statuses, all without leaving Ch…

Publisher description

…asting, 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 covers the rest of the catalogue, larger comparisons, and…

Publisher description

…sted private markets portfolio data using natural language, from underlying portfolio companies and assets to funds, vehicles, commitments, and more. Chronograph provides two separate Apps for different client user types: Chronograph LP for Limited Partner users and Chronograph GP for General Partne…

Publisher description

Real-time prices, market cap, and volume for millions of crypto assets tracked by CoinMarketCap, from major cryptocurrencies to long-tail DEX tokens across every major chain. Beyond prices: technical analysis (RSI, MACD, moving averages, Fibonacci levels, pivot po…

Publisher description

…est lets you trade directly from ChatGPT. Explore, analyze, and place trades across a wide range of assets through a simple conversational interface. Whether you’re tracking crypto, equities, commodities, FX, or market indexes, Co-Invest helps you move from idea to action without switching between m…

Publisher description

…import. Dineo records financial activity but does not move money, execute payments, transfer crypto assets, or perform investment trades.

Publisher description

…arts from the saved investment standard instead of a blank chat. Kova does not place trades, manage assets, provide financial advice, or predict markets.

Publisher description

…portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is my current net worth? - What…

Publisher description

…firm the rest at the moonpay.com checkout. Supports Bitcoin, Ethereum, Solana, USDC, and 100+ other assets across 30+ chains. About this app. Buy-link generation only, no funds move or transactions execute inside ChatGPT. All payment activity, KYC, and regulatory controls happen at moonpay.com under…

Publisher description

…lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

Publisher description

…ns, markets, and account access. This plugin provides analytics and cannot place trades or transfer assets.

Publisher description

…ences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

Publisher description

…nformation and order-tracking companion for the Stable platform. It looks up supported networks and assets, estimates indicative rates and fees, tracks the status of swaps a user has already started, and shows wallet balances and token allowances. The app does not execute trades, move or hold funds,…

Publisher description

…igible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the…

Publisher description

…hain financial and usage metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to Token Terminal’s data layer, which transforms raw blockchain activity into clean and comparable metrics. With Token Terminal MCP,…

Publisher description

…details, and paginated Xero results • Create accounts, arbitrary Xero transactions, and draft fixed assets • Bulk-create invoices or import credit card transactions • Upload, list, and download supporting attachments • Automatically fill in your firm-specific reporting template