Finance Codex plugins

Publisher subtitle

Build and backtest strategies

Publisher description

With the Allianz app for ChatGPT, we bring the Allianz experience directly into your digital daily life: clear and reliable. Our goal is to make information about insurance as accessible as possible—with the quality,… …ntents insurance - Personal liability insurance - Legal protection insurance - Property insurance - Builder’s liability insurance Here for you personally – digitally and in person We combine digital information with personalized service: We’ll find Allianz experts near you Or, if you prefer, we’ll c…

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Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, commodities, and global indices. Licensed by major global exchanges for inst… …ed-window analytics for volatility, correlation, and performance metrics, ideal for backtesting and building trading strategies. Check forex and currency exchange rates, global commodity prices (gold, silver, oil, natural gas, agricultural goods), and economic indicators like GDP, CPI, inflation, un…

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Vantixs is a visual algorithmic trading platform for building, validating, and testing strategy pipelines. The ChatGPT app connects to the Vantixs MCP server so users can inspect node schemas, validate pipeline JSON, browse templates, review saved strategies, run backtests, and monitor portfolios from natural-language…

Publisher capabilities · listing

Build Mollie payment integrations Set up Mollie Connect for platforms Implement recurring payments and subscriptions Review payments, refunds and settlements Troubleshoot webhooks and authentication Upgrade Mollie SDKs and migrate from the Orders API

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Bring Airwallex's global financial infrastructure to ChatGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash position across currencies, and more. Seamlessly build and debug your integration by connecting Airwallex's documentation to ChatGPT, allowing ChatGPT to implement integration best practices.

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With the Aleph MCP Server, you can: - Plug into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations across Slack, Linear, and your other tools

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Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call… …arnings or pre-FOMC briefing, track a competitor, catch a sentiment shift before consensus does, or build a sourced brief before a call, all from one grounded search. Connect in seconds. No setup, no code. You're searching cited financial data from your first prompt.

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…vate market intelligence, right inside your conversation. Crunchbase MCP brings private market data and predictive signals into the AI tools and agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical training. The MCP figures out the filters, fields, and connections you might not have…

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Connect your GoCardless account to look up payments, customers, mandates, payouts, and refunds, and to take actions such as creating payments, issuing refunds and cancelling mandates. You choose what permissions to authorise when you connect. Money-moving actions s… …mail addresses are partly hidden before the model sees them. Bank account details are never shared. Building on the GoCardless API? Ask for integration guidance and code samples, and connect to Sandbox to test.

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…ng idea into a structured Pine Script v6 or Python strategy blueprint. Audit generated code against approved rules and run deterministic Monte Carlo robustness checks on chronological backtest returns. PrimeSync Studio does not execute trades, provide personalized financial advice, or guarantee profitability.

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Savvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reason… …a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies it against your data – ready to run identically every close.

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The Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks.

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VEGA Options helps active options traders analyze strategy risk, review options market structure, and explore possible trade setups using tools for gamma exposure, open interest, volatility zones, risk/reward charts, portfolio tracking, and A… …derstand how an options strategy may behave before entering a trade, compare possible outcomes, and build a more structured trading plan. Not financial advice. Trading involves risk.

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Wisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC E… …ins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors and analysts wo…

Publisher full description

Turn your next trading idea into a strategy you can test and improve. Describe your rules in plain English, create custom Python strategies, and run historical backtests with Premiss from your conversation. Explore supported crypto, stock, and ETF markets. Build your own indicators, entry and exit rules, and risk controls using the same strategy engine as the Premiss app. See the trades behind the numbers, understand drawdowns, and compare completed results with a matched buy-and-hold baseline. Keep your code, strategies, and research notes together in your privat…

Publisher full description

Hey-Traders! Quant Trading gives AI agents access 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 strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted capability discovery to conne… …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…

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Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary s… …elied on - Working through cross-border and multistate questions where the authority is scattered - Building the technical support behind a memo, a client email, or a workpaper - Getting oriented on an issue outside your usual specialty Because the connector runs inside ChatGPT, the research sits al…

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…Mortgage Calculator calculates mortgage interest rates, monthly mortgage payments, the remaining loan balance, and the total interest costs of a mortgage. The property purchase price, down payment, repayment rate, and other financing details can be adjusted individually. Based on the entered data,… …Klein Mortgage Calculator is suitable for planning a mortgage for the purchase of a property, a new-build project, or a refinancing. The calculations are based on the latest terms and conditions of more than 600 lending partners. As the final financing terms depend on individual circumstances, the c…

Publisher description

Learn to invest with AJ Bell in ChatGPT helps you build your investing knowledge through a simple, natural conversation. Explore clear, educational content from AJ Bell’s Learn to Invest library, read helpful articles and Shares Magazine content, and get straightforward explanations of investing terms and jargon, all without leaving ChatGPT. Whether you’re learning the basics, exploring different investment ideas,…

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Mergr is a private equity and M&A research database, now available in ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releas… …a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which banks advised the most software deals last year. You can also paste a list of company names or websites and match them to Mergr records in one step. Twelve read-on…

Publisher description

Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estim… …For investors, VCs & corp dev: produce investmemo first drafts, quickly answer diligence questions, build comps, compare business models, track funding and key milestones, and pull the most relevant context from Sacra coverage—without hopping between tabs. For founders & operators: map competitors,…

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…Lens scores 9,500+ stocks every night across five domains: Fundamental, Technical, Risk, Sentiment, and Macro. Ask about a stock and get its latest composite score, the domain scores behind it, and the strengths and challenges the scoring run surfaced. The 600 largest companies answer with no StockL… …le question. Free accounts browse with scores hidden; Pro and Max plans include the ranked results. Build and manage your own watchlist right from the conversation: add or remove a ticker, then ask how everything on it scored last night. Free tracks up to 10 stocks; Pro and Max plans track an unlimi…

Publisher description

Who it's for: U.S. rideshare and gig economy drivers — Uber, Lyft, DoorDash, Instacart, and similar platforms. Whether you're a full-time driver or earning on the side, TaxMadeEazy helps you discover deductions you might be missi… …mileage, vehicle expenses, phone & technology, health insurance, and more) - Mark each deduction to build your personalized summary - See estimated savings based on your selections - Connect with a verified CPA who specializes in rideshare taxes for professional guidance What it doesn't do: TaxMadeE…