Finance Codex plugins

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The Allianz Direct Spain Car Insurance Explorer offers a transparent way to visualize and understand Allianz Direct car insurance options within ChatGPT. This tool helps you see how a car insurance policy could be structured, focusing on clarity and customization. Use this app to design a potential policy configuration, learn about protection details, and get an estimated price without any commitment. Key Features: • Detailed Coverage Analysis: Receive detailed breakdow… …license details, vehicle data (registration plate, date of first registration and type of use), postcode, estimated annual mileage and payment frequency preference. The Service does not collect national identification documents or any special categories of personal data.

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beatandraise helps users research public companies using SEC EDGAR filings. Find companies by name, ticker or SEC industry (SIC) code, search filing text, browse filings and documents, and inspect financial statements and tables. See who holds a company from 13F and Schedule 13D/G filings, what an institution holds, and insider… …or quotation against the filing it comes from and get a link that highlights it in the source. The app retrieves public filing data; it does not execute trades or submit or modify filings.

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Annual accounts filed with the National Bank of Belgium, as structured JSON with the official rubric codes and labels in Dutch, French, German or English. Look up a Belgian company by name, fetch its balance sheet, income statement, social balance sheet and notes.

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Generate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financial MCPs to combine to make ChatGPT/Codex into a world-class investment analyst.

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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 tra… …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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InvoiceIQ by Analytos Labs is AP automation (accounts payable automation) for ChatGPT. It turns supplier invoices into coded, verified, ERP-ready vendor bills: invoice capture and data extraction from PDFs, GL coding by your rules, 2-way and 3-way purchase order matching against receipts, and vendor bill posting to Ne… …yable and AP workflow automation: vendor invoice automation, invoice processing automation, invoice approvals and posting, exception management, duplicate invoice detection, non-PO invoice coding, ERP invoice integration, spend analysis and NetSuite AP automation. InvoiceIQ also offers InvoiceIQ AR,…

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This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-onl…

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Five read-only tools for gold, silver and other metals: spot prices, observed premiums, price history, Goldback rate, and currencies. Spot metal prices: Current and previous-session spot prices for gold, silver, platinum, palladium, coppe… …d content, and the exchange rate that follows from it. Supported currency catalog: The live list of codes every `currency`/`base` parameter accepts — ISO 4217 fiat plus the metal codes. No API key, account, or registration is required. StackerScan is not a dealer and sells no bullion; its tools retu…

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This connector lets ChatGPT and Codex securely read from and write to Xero. Some things you can do: • Connect multiple Xero companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access sep…

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Connect your airpay account to access payment data through conversation. Ask about transactions, settlements, refunds, and more, and get instant answers without logging into your dashboard. What you can do: 1. Retrieve transaction and order details 2. Check settlement and refund status 3. Generate UPI QR codes and validate VPAs 4. Pull consolidated and transaction-wise settlement reports

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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… …unded research workflow. Go beyond public data by bringing your own research into the picture. With appropriate permissions, upload and search private notes, internal analysis, artifacts, and files alongside public filings and market data. This combines proprietary insight with external evidence in a single query. Connect through ChatGPT without writing code. Once connected, start searching cited financial data with a plain-language prompt. Source coverage varies by account and entitlement. Bigdata.com provides research, not investment advice; review…

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Bull AI brings company documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management guidance with later company-reported outcomes; examine management-claimed advantages…

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Europea Seguros helps users get answers about funeral insurance products and generate price quotes for funeral insurance using birth date and Spanish postal code. The app supports one-shot FAQ answers, one-shot quote requests, a guided quote flow, and a visual quote result widget with plan prices, payment frequencies, and coverage details.

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FactIQ gives ChatGPT and Codex primarily read-only access to sourced investment and economic data through one normalized warehouse. Research official statistics across the US, UK, EU, China, India, Singapore, and internationa… …pany filings and earnings-call intelligence; query market movements, business news, executive media appearances, trade, and satellite-derived signals such as rainfall, fires, air quality, nighttime lights, shipping, and reservoir levels. FactIQ can discover datasets, run read-only SQL, calculate com…

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facturillo keeps your Panamanian receipts ("facturas") organized automatically. Scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which store do I…

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Forinvest MCP: Real-Time Market Intelligence & Trading Integration Connect your AI assistant directly to the heartbeat of global financial markets. The Forinvest MCP (Model Context Protocol) app transforms ChatGPT into a powerful financial agent with 22 MCP tools, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, and cryp… …e (KAP) documents. Data collected: ForInvest account credentials (for OAuth authentication), symbol codes and date ranges you query, and session identifiers. Tool inputs and outputs are not stored beyond the active session. Financial data returned by tools is sent back to ChatGPT for display. No per…

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FX Hedge brings C8's quantitative currency-hedging models into ChatGPT. Ask for the current hedge ratio between your base currency and any exposure - for example "my base is EUR, what's my hedge against USD?" - and get the… …ns. A C8 FX Hedge subscription is required; you sign in with your subscription email and a one-time code - no API keys.

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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… …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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Massive brings institutional-grade market data directly into ChatGPT. Query real-time and historical stocks data, options data, futures data, indices data, forex data, and crypto data through Massive.com's financial data API — no code or scraping required. Stocks & equities: Real-time stock prices, historical stock data, tick-level trades and quotes, OHLC aggregates and candlestick bars, market snapshots, and stock ticker refe…

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C4C: Mortgage Industry Regulations gives ChatGPT the actual text of U.S. mortgage regulations and agency guides: HUD Handbook 4000.1, the Fannie Mae Selling and Servicing Guides, the Freddie Mac Guide, the Ginnie Mae MBS Guide, the VA Lenders Handbook (M26-7) and USDA HB-1-3555, plus the CFR and U.S. Code sections they rest on. Built for mortgage compliance, underwriting, QC and servicing teams: income and asset rules, property and appraisal requirements, servicing and default reporting. Ask a question the way you'd ask a colleague, in plain words or loan-file shorthand like "DTI" or "RSU income". ChatGPT finds the governing sec…

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myocr.app converts PDF bank statements into Excel files and checks that the balances add up to the cent. Upload the bank statement in the chat and ask to convert it. myocr extracts every transaction with date, description, a… …can ask: - a bank statement in Excel, with the balance check; - a check of a balance check report (code BCR-…); - invoices and tables from PDFs or photos in Excel, and the text of scanned documents; - the progress of a long conversion and how many pages you have left. Documents up to 100 pages and…

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Exercise now or wait. Sell at vest or hold. Which lots to sell first. Each of these has a right answer for your specific situation, and it turns on how alternative minimum tax (AMT), holding periods, state tax, and the time value of taxes paid early interact across several years. That is where r… …then you choose, the way an investment firm would. Every result is computed against the federal tax code plus all fifty states and the District of Columbia. The 2026 federal constants match IRS Revenue Procedure 2025-32. Federal cases reproduce to the cent against the independently maintained PSL Ta…

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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 reasons. Savant executes and gover…

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Ask ChatGPT to backtest a trading idea and get real numbers back. "Backtest my idea on gold for the last year." "Research this strategy, write a few versions of it and test each one on 15 minute and 1 hour bars." "How often does EURUSD mov… …"Write an RSI indicator and add it to my chart." You describe it in plain words; ChatGPT writes the code, runs it on StrategyTune and tells you what it found. StrategyTune is a backtesting platform. Every run uses real recorded market data, tick by tick, with real bid and ask prices and no look-ahea… …ns in your StrategyTune account. - Run research code over the same data: count how often something happened, measure values at specific moments, compare variants. - Work with the chart you have open: read bars and indicator values, add and configure indicators, mark conditions on the timeline, switc…

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The Tabs MCP connector lets AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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Wondering what a UK home is worth? This app helps you explore that inside ChatGPT using real sold prices and energy-performance certificates — not guesswork from listing sites. Give it an address or postcode and you get a clear property report: recent sales nearby, certificate ratings and floor area where available, a map of the area, and how local prices compare on a per-square-foot basis. You can a…

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Access Webull market data, connected-account portfolio information, and supported order workflows through ChatGPT and Codex.

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Read balances, reports and VAT statements Find unbooked bank transactions from the bank feed Propose bookings the user applies with one click Book bank transactions and receipts within a cap Import bank statement files and entry spreadsheets Maintain accounts, VAT codes and cost centres

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Bilanz is a personal finance app. Connect it so ChatGPT can help you understand and manage your money: account balances, budgets, spending by category, and transactions. With your permission, ChatGPT can also create or update rec…

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Mollie payment integration — connects Codex to your Mollie account via the Mollie MCP server and activates skills for payments, Mollie Connect, recurring payments, refunds/operations, troubleshooting, SDK upgrades, and building Mollie-powered AI agents.

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Matches Indian borrowers to the right RBI-regulated lender using only coarse ranges — zero PII, no CIBIL impact, before any application is made. Duit Loan Match helps match an Indian borrower to the lender most likely to approve them — before they ever apply. Instead of blasting an application to every lender (which hits t… …identifying ranges — profession type, loan amount band, income band, CIBIL score band, age band, pincode, and repayment history — and returns a shortlist of eligible lenders from Duit's panel of RBI-regulated banks and NBFCs. What makes it different: • Zero PII by design. The tool never asks for a n…

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Get mortgage numbers from Loan Factory, Inc. (NMLS #320841), a licensed mortgage broker, priced off today's lender rate sheets. Ask what a loan would cost you and get current options with the note rate, APR, monthly principal and interest, mortgage insurance where it applies, and estimated closing costs. Check whether a loan is conforming or jumbo in a county and what the FHA limit is. You do not need a ZIP code: give a city and state and it finds the county. Work out how much home you can afford on your income and debts, a monthly payment with taxes and insurance, whether a refinance pays off and when i…

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Somantic is a search engine for German real estate. Ask ChatGPT for apartments or houses to buy or rent anywhere in Germany and get current listings with the facts that matter – price, size, rooms, year… …nd how far the asking price is above or below it. What you can do: • Search listings by city or postcode, with filters for price, price per m², size, rooms, year built, rental yield, amenities, vacancy, renovation need and price changes • Look up a single listing with its valuation • Estimate the pu… …thin about three days. Valuations are statistical estimates from comparable listings, not certified appraisals.

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Answers your questions about Ziraat Bankası products, services and banking processes, including consumer loans, agricultural financing, deposits, exchange rates, Bankkart cards and campaigns, and beco… …urn estimates. Information is provided for guidance only; calculations are estimates, not offers or approvals. The app cannot access your accounts, perform banking transactions, submit applications, open accounts or enrol you in campaigns. Do not share passwords, one-time codes or identity documents. Owned by T.C. Ziraat Bankası A.Ş., and developed and published on its behalf by Ziraat Teknoloji AS.

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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 c… …nRebate may receive compensation from the venues it covers. Referral benefits are conditional: they apply only to new accounts registered through those links, and each exchange decides eligibility. The recommendation tool states the commercial relationship in every answer and reports the rebate as c… …What is written to disk: one record per tool call (tool name, coarse parameters such as the country code, product type and exchange, whether it was answered, and a source identifier hashed with a salt that changes daily; for guide searches the cleaned search phrase; for link checks on unrecognised d…

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RaamTrade helps members inspect their entitled strategy library and trading accounts, read market and live-strategy 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.