MARKET RESEARCH

Finance Codex plugins

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Finance plugins 4

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Distilla Investment ResearchDistilla, Inc.

Publisher description

Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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5 more matching sources

Publisher full description

Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings dates, earnings filings and call transcripts, dail… …ves, compare competitive peers by sector and product category, and run qualitative stock screens on business drivers or earnings-call commentary across selected companies or regions. Search Distilla's Public Library of research documents and investing podcasts, with source details. A Distilla accoun…

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Plugin name

Distilla Investment Research

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Publisher subtitle

Financial and equity research

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Publisher capabilities · listing

…luation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts

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Publisher keywords · listing

financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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FinanceVersion 1.0.2
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In PractiseIn Practise

Publisher description

In Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research. This connect… …. You can: - Search thousands of expert interviews across public and private companies, sectors and business models - Read full interviews and analysis, with verbatim quotes you can attribute to each source - Look up companies and the moats behind them, assessed with the 7 Powers framework: scale ec…

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Publisher subtitle

Primary research for investors

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FinanceVersion 1.0.0
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SacraSacra Inc.

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: *… …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, understand category d…

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Publisher subtitle

Research on pre-IPO startups

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FinanceVersion 1.0.0
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CB InsightsCB Insights

Publisher description

Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profi… …petition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunting new partners. If your work involves private companies, CB Insights delivers the insight you need to make your next move first.

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FinanceVersion 6.0.0
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