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Finance Codex plugins

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Finance plugins 83

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BeliefStateBeliefState LLCStock research for your AI Publisher capabilities · listing …nies and ETFs with dated cases and explicit coverage Compare investor views and follow cited thesis changes Show in context → 2 more matching sources Publisher keywords · listing …ch investor theses investment themes investment ideas ETF research equity research catalysts thesis changes compare investor views Show in context → Publisher full description …Search by company, investment theme or trade setup, explore a company or ETF, and compare views and changes over time. Use it to learn about a business, explore a sector, prepare an analyst brief, challenge an investment idea or build a research agent. Examine the available cases, reasons, catalysts… Show in context →	FinanceVersion 1.0.11	View details →
BizdiversBizdivers LLCAsk about your books, prepare month-end close, and stage changes you confirm in Bizdivers. Publisher capabilities · listing …ctions and reconciliation Read financial statements and aging reports Prepare month-end close Stage changes for confirmation in Bizdivers Show in context → 2 more matching sources Publisher description Ask about your books, prepare month-end close, and stage changes you confirm in Bizdivers. Show in context → Publisher full description …ments. You can hand Bizdivers documents, which land in your Inbox as drafts for a person to review. Changes are staged, never committed: you get a link to review each one in Bizdivers and nothing happens until you confirm it there. Anything that moves money is off by default and is a separate opt-in… Show in context →	FinanceVersion 1.0.3	View details →
Capable Cap TableCirco, Inc.Capable Cap Table in ChatGPT: fully diluted ownership, stock options and vesting, SAFEs and convertible notes, 409A valuations, round dil... Publisher capabilities · listing …Read stock options, SAFEs and vesting Check 409A valuations Model rounds, dilution and exits Draft changes for admin approval Show in context → 2 more matching sources Publisher description …and vesting, SAFEs and convertible notes, 409A valuations, round dilution and exit waterfalls, with changes drafted for an admin to approve. Show in context → Publisher full description …quity management platform. Ask about ownership, equity and fundraising in plain language, and draft changes for an admin to approve. Founders, finance, legal and HR admins can: - See who owns what on a fully diluted basis, by stakeholder and by share class, including the option pool. - Look up any s… Show in context →	FinanceVersion 1.0.1	View details →
catetin.aiFahmi AlfarezaTrack income and expenses, manage transactions, categories, and shared finance groups, and summarize group finances in catetin.ai. Publisher capabilities · listing Search, summarize, and move transactions Prepare and confirm transaction changes Manage transaction categories Manage finance groups, members, and invitations Export transactions to Excel or PDF Scan receipts and voice notes into drafts Read and send group conversation mes… Show in context → 1 more matching sources Publisher full description …ansactions, view summaries and dashboards, and manage categories, groups, members, and invitations. Changes to your records are previewed first and applied only after you explicitly confirm them. You can also export transactions to Excel or PDF, turn a receipt photo or voice note into a transaction… Show in context →	FinanceVersion 0.1.4	View details →
CoinRebateCoinRebateCompare published trading fees across major crypto exchanges and estimate the trading cost after the referral discount available through ... Publisher capabilities · listing Compare spot or futures maker and taker fees across covered exchanges Estimate the taker-fee cost of a trading volume with and without the referral discount List the exchanges CoinRebate's records show as available in a country Show an exchange's referral code,… Show in context → 2 more matching sources Publisher description Compare published trading fees across major crypto exchanges and estimate the trading cost after the referral discount available through CoinRebate, with the assumptions and conditions stated in each answer. Read-only: no orders, no fund movements, no a… Show in context → Publisher full description CoinRebate compares published trading fees across major crypto exchanges — Binance, OKX, Bybit, Bitget, Gate and Hyperliquid — and shows the estimated cost after the referral discount available through CoinRebate, under the assumptions each answer states. Ask for a… Show in context →	FinanceVersion 1.1.0	View details →
FamilyOFXEA SOFT LTDRead a FamilyOFX organisation and queue changes for approval in FamilyOFX. Publisher capabilities · listing Portfolio summary Search holdings and documents Queue changes for approval Show in context → 1 more matching sources Publisher description Read a FamilyOFX organisation and queue changes for approval in FamilyOFX. Show in context →	FinanceVersion 0.2.3	View details →
QuantralQuantralRead Quantral's conversation signal scores, recaps, stories, author track records and tracked strategies for public companies. Publisher capabilities · listing …record of graded calls Read Quantral's tracked strategies, their current lists, records and weekly changes Show in context →	FinanceVersion 1.1.0	View details →
RaamTradeRaamTradeRaamTrade for ChatGPT: browse your strategy library, read market data, write RaamCode strategies, run backtests, optimizations and Walk-F... Publisher capabilities · listing …urs Write and compile RaamCode strategies Run backtests, optimizations and Walk-Forward tests Stage changes for your own review in Save & Trade Show in context → 2 more matching sources Publisher description …write RaamCode strategies, run backtests, optimizations and Walk-Forward tests, and stage proposed changes for your own review in Save & Trade. It cannot send orders. Show in context → Publisher full description …y data, author RaamCode strategies, run historical simulations and optimization, and stage proposed changes for human review in Save & Trade. It cannot send orders, approve baskets, arm strategies, or connect brokers. A RaamTrade account is required. Show in context →	FinanceVersion 1.1.3	View details →
StockPortfolio.proStockPortfolio.proRead-only SEC filing and financial research for US-listed public companies. Publisher capabilities · listing …ts from a filing Compare two to five companies on the same filed metrics Explain period-over-period changes from reported line items Show in context → 1 more matching sources Publisher full description …ies only. The plugin is read-only, with no trading, no brokerage access and no portfolio or account changes. Nothing it returns is investment advice or a recommendation. Filing text is returned as excerpts rather than whole documents. Data follows the SEC filing calendar rather than real time, so a… Show in context →	FinanceVersion 1.0.0	View details →
ABG Market DataAHMED ABDULLAH ALRASHED Publisher description Read-only crypto market intelligence across supported exchanges. Discover markets worth investigating, compare crypto assets and venues, inspect liquidity, order-book walls, executions, liquidations, funding, open interest, and data quality. ABG provides e… Show in context →	FinanceVersion 1.1.0	View details →
AeonDataArkhe Technologies Inc. Publisher description Public trading filings in ChatGPT: insider trades, Congress trade reports, fund holdings changes, stakes, federal contracts and lobbying. Show in context →	FinanceVersion 1.0.1	View details →
akta.proWokelo Inc. Publisher description …+ companies across 77 event types including funding, M&A, partnerships, product launches, executive changes, hiring, layoffs, litigation and other material activity. 4. Monitor industry and topic news, signals and events: Surface activity and trends across 30,000+ sub-sectors, or any theme, technolo… Show in context →	FinanceVersion 1.0.3	View details →
Allocator AgentC8 Index Technologies (EU) Limited Publisher full description …d. - Compare two to five set-ups side by side: what a drawdown cap costs in volatility, what a band changes, what a different method would have held. - Turn a target into a trade list from your current holdings, within a turnover limit. - Decompose a portfolio's risk: each holding's contribution, th… Show in context →	FinanceVersion 1.0.2	View details →
Alpha VantageAlpha Vantage Inc. Publisher description …ks, ETFs, mutual funds, options, forex, commodities, and global indices. Licensed by major global exchanges for institutional-grade accuracy. Access 200+ global market indices, ETF profiles and sector allocations, and top gainers/losers/most active tickers. Pull company fundamentals, financial state… Show in context →	FinanceVersion 1.0.0	View details →
AlphaYou: Smart Money IntelAlphaYou, Inc. Publisher full description …l score or Sharpe, compare public wallets, inspect venue-scoped positions, observed cohort position changes, funding, open interest and volume. Rankings cover a qualified cohort; position changes are not an exhaustive executed-trade feed. Retain losses, history windows, observation times and missing… Show in context →	FinanceVersion 0.3.7	View details →
AmazingPensionsWidget Publisher description …Change values like how much you contribute or your retirement age and see the results update. Make changes and discuss it with ChatGPT. e.g. - "Help me calculate my pension" - "I'm 45 with 200K in my pension. How much do I need to contribute so I can retire at 60 on 50K/year?" - "Is 300/month enoug… Show in context →	FinanceVersion 1.0.0	View details →
AvalaraOpenAI Publisher full description …Codex; not available on web, mobile, or cloud-backed tasks. Make requested record and configuration changes, generate reports, and work through filing and payment workflows with explicit approval for consequential actions. Available workflows depend on your Avalara products, company configuration, r… Show in context →	FinanceVersion 0.3.0	View details →
BadOnion DataBadOnion (나쁜양파) Publisher full description …linked trade data: curated export and import series linked to listed companies, with year-over-year changes and month-end stock prices, plus screens that rank all linked companies or all trade codes by recent growth. - Charts: trade and company-linked series can be shown as interactive charts inside… Show in context →	FinanceVersion 1.0.4	View details →
BankPilotFundation Publisher description …'s own transaction history, monitoring rules and bank-connection status; the app never moves money, changes rules or stores bank credentials. Show in context →	FinanceVersion 1.0.0	View details →
bedrijfscijfersbedrijfscijfers Publisher full description …lth score with the ratios behind it, publications in the Belgisch Staatsblad (appointments, capital changes, address moves, dissolutions), administrators and shareholders, and lets you search companies by sector, place and size. Every company in an answer links to its page on bedrijfscijfers.be. Sig… Show in context →	FinanceVersion 1.0.0	View details →
Bizora Tax ResearchBizora Inc. Publisher description …ient position before you commit to it on a return - Checking whether recent legislation or guidance changes an answer you already relied 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 wo… Show in context →	FinanceVersion 1.0.0	View details →
BudgetSyncAlexey Gurtovenko Publisher description …atGPT and Codex to analyze budgets, transactions, categories, spending trends, and period-to-period changes using your live BudgetSync data. V1 is read-only. Show in context →	FinanceVersion 1.0.0	View details →
CambioCambio Technologies, S.A. Publisher description Crypto swap quotes compared across exchanges, help for a wallet with no coin for network fees, and Cambio swap tracking. Show in context → 1 more matching sources Publisher full description …change. Ask for a quote and see what you would receive for your exact amount, compared with other exchanges. Stuck with tokens and no coin for the network fee, like USDT on Tron with no TRX? Get the fee coin and the fix. Track a Cambio swap from deposit to payout with its order number and receiving… Show in context →	FinanceVersion 1.0.4	View details →
CampfireCampfire Publisher description …m fields. Existing permissions, 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. Show in context →	FinanceVersion 1.0.1	View details →
Capital CompanyA Capital Company Publisher full description …s what to send, and no bank details are taken in the chat. It never deletes funds or commitments or changes who is on your team, it refuses messages that look like they contain a Social Security number or EIN, and it acts only with your own permissions. Disconnect any time from your account settings… Show in context →	FinanceVersion 1.0.8	View details →
CaribooksPeich Technologies Inc Publisher description …to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. For companies on Autopilot with Stripe connected in the Caribooks portal, the assistant prepares how Stripe sales, fees, refunds and payouts are record… Show in context →	FinanceVersion 1.0.5	View details →
CartageCartage Publisher full description …ic information only and does not access customer contracts. Existing contracts, claims, refunds and changes require the Cartage team. It cannot guarantee that an insurer will accept a claim. It does not sell insurance, initiate subscriptions or process payments. Insurance subscription takes place on… Show in context →	FinanceVersion 1.0.0	View details →
CashlyCorenexis Publisher full description …you owe and what others owe you. - Review your subscriptions and when they renew. Cashly reads and changes only the data in your own Cashly account, and it asks you before it changes or deletes anything. When you connect, you choose full access or view only, and you can disconnect at any time from… Show in context →	FinanceVersion 1.0.3	View details →
Chargebee (AU Region)Chargebee Inc. Publisher description …use Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped. Show in context →	FinanceVersion 1.0.1	View details →
Chargebee (EU Region)Chargebee Inc. Publisher description …use Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped. Show in context →	FinanceVersion 1.0.1	View details →
Chargebee (US Region)Chargebee Inc. Publisher description …use Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped. Show in context →	FinanceVersion 1.0.1	View details →
ClarioMoneylodgicIA LLC Publisher description …nect ClarioMoney to search business records, prepare invoice drafts and review proposed bookkeeping changes. Show in context → 1 more matching sources Publisher full description …tomers and suppliers; open records and invoice previews; save invoice drafts; and prepare supported changes for confirmation in ClarioMoney. The connected business and granted permissions determine access. Ask for missing information before preparing documents. Bank movements use cents; invoice pric… Show in context →	FinanceVersion 1.0.4	View details →
CMC MarketsCMC Markets UK plc Publisher description …integration is read-only. ChatGPT cannot place, amend or close trades, transfer funds, or make any changes to your CMC Markets account. Currently only available for CFD accounts. Information provided through this integration is for informational purposes only and should not be considered personal i… Show in context →	FinanceVersion 1.0.1	View details →
Counzel for Exact OnlineCounzel AI Publisher full description …om the posted ledger, never estimated by the model. With the person's confirmation it can also make changes in Exact Online: a quotation, a purchase order, a customer invoice, a supplier bill, a customer or supplier and their delivery address, an item and its prices, a payment reminder. Each change… Show in context →	FinanceVersion 1.0.4	View details →
Coupon HivePatriot Web Solutions Publisher full description …ms at first-party sources, and prepares recurring watches that alert only when something materially changes. Show in context →	FinanceVersion 0.1.0+codex.20260915180819	View details →
CredCore - Tusk LiquidCredCore Publisher description …ce 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 thousands of agreements across sectors, structures, and len… Show in context →	FinanceVersion 2.0.0	View details →