Finance Codex plugins

Publisher keywords · listing

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

Publisher keywords · package

…statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earnings-calls news

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…RS guidance, and federal case law. State and international authority is included where the question calls for it. Common uses: - Researching a client position before you commit to it on a return - Checking whether recent legislation or guidance changes an answer you already relied on - Working throu…

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…ermissions, applicable approval requirements, and closed-period controls govern changes. OAuth tool calls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

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…tions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB status, type, or name - View onramp, offramp, and swap account details - Browse transaction history with fees, exchange rates, and blockch…

Publisher full description

…ew results. Information only. FocusPulse does not give investment advice, price targets or buy/sell calls. Summaries are generated by software from published articles and may contain errors; the source links lead to the original reporting. No account is needed. Requests are limited to 60 a minute.

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…cate detail. Once connected, you can use this to check fund and vehicle performance, review capital calls and distributions, look up portfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data…

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…liases and the last four card digits are optional account metadata. When analytics is enabled, tool calls record the user and OAuth client identifiers, tool name, outcome and duration; transaction inputs and results are not included in those usage events.

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…ine scores whether a company's executives actually deliver on the commitments they make on earnings calls and in filings — an Executive Reliability / Credibility score, realization rate, time accuracy, promise-execution timeline, and language-drift/contradiction alerts (and it follows executives acr…

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…e, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.

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…yperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool calls consume Nansen API credits from your connected account. Availability depends on supported chains, markets, and account access. This plugin provides analytics and cannot place trades or transfer…

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…every optionable US stock and returns ranked options trades for the strategy you ask about. Covered calls, cash-secured puts, credit spreads, iron condors, butterflies, calendars, diagonals, straddles, strangles, and more. Ask in plain English, like "find me high-probability iron condors on large ca…

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…ite and save the pieces you build with — chart indicators, reusable market conditions (StrategyTune calls them signals and filters), and full trading strategies — then run them tick-by-tick against real historical market data in StrategyTune's sandboxed cloud. A simple strategy backtests a year of h…

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…turns results, not rows. No trades are executed and no financial advice is given: the service never calls a strategy good. Free tier: NIFTY, one year, 100 backtests an hour. Requires a free Stratify account (sign in via OAuth).

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…iod, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historical, simulated, an…

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…hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdown bull and bear cases, compare analyst sentiment across time, and deep dive into stock analysis. We compress what would take hours…