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Finance Codex plugins

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Finance plugins 10

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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

Publisher keywords · listing

…ch long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager

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FinanceVersion 0.1.31
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CredCore - Tusk LiquidCredCore

Publisher description

…ns — extracted from publicly filed credit agreements. Once connected, you can query a deal's terms, benchmark covenant packages against market comps, track changes across amendments, and compare a borrower with its peers; the assistant retrieves the values and composes the answer. Coverage spans tho…

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FinanceVersion 2.0.0
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Dakota MarketplaceDakota

Publisher description

…etplace searches, fundraising news, private-market strategies, transactions, funds, and performance benchmarks through read-only searches.

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FinanceVersion 2.0.0
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Moody's Credit MCPMoody's

Publisher description

…nd credit structuring - Ratings Advisory - align issuer details with ratings methodologies and peer benchmarks - Investment Research - get data-driven assessments to evaluate relative value and risk - Market Analysis - analyze sector trends and credit risk signals to assess broader market conditions

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FinanceVersion 3.0.0
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MSCI ConnectorMSCI Inc.

Publisher description

…index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

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FinanceVersion 8.0.0
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OnePro AIETF 1 - OnePro

Publisher description

…retorno, volatilidade, Sharpe, Sortino, drawdown máximo, tempo de recuperação e correlação, contra benchmarks como CDI, IBOV, IFIX, IMA-B e S&P 500. Inclui ranking entre carteiras, consistência em janelas móveis de 10 anos e heatmap de CAGR real por ano inicial. Motores de simulação: fronteira efic…

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FinanceVersion 1.0.0
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OptionsAhoyAlphaLatitude Inc.

Publisher description

…. This matters because language models are confident and wrong at exactly this task. In a published benchmark, five frontier models were given the same multi-year ISO problem, three runs each. All five overstated the after-tax value of their own proposed schedules, by 1.6x to 17.6x against the prova…

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FinanceVersion 3.0.0
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PitchBookPitchBook

Publisher description

…s, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and investment research workflows inside a secure, end-to-end enterprise AI platform. Uncover new opportunities and invest confidently with the pulse of private capital markets.

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FinanceVersion 2.0.0
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Theia InsightsTheia Insights, Ltd.

Publisher description

…oss public markets — find the companies most exposed to a given theme, sub-industry, or industry. * Benchmark theme performance over time and rank themes by recent returns to identify leaders, laggards, and rotation trends. Built for portfolio managers, research analysts, index providers, and alloca…

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FinanceVersion 1.0.0
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חשמלינקסיני אליחי

Publisher description

…on WHEN a household consumes — the thing a roof-area calculator cannot see. • get_city_consumption_benchmark — median monthly consumption, profile mix and 24-hour curve for a given Israeli city. • get_national_load_curve — national demand by hour, day of week and season. • classify_consumption_prof…

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FinanceVersion 1.0.0
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