Finance Codex plugins
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Finance plugins 47
1–36 of 47All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
| Plugin / developer | Category | Follow |
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CrunchbaseCrunchbaseTrusted private market intelligence, right inside your conversation.
Crunchbase MCP brings private market data and predictive signals in... Publisher subtitle Company data and predictions Show in context →1 more matching sourcesPublisher description …d private 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… …rch today becomes a pipeline you monitor over time. Predictions you can act on. Forecasts of what a company is likely to do next such as: funding, acquisition, IPO, growth, shutdown, or headcount cuts, plus an estimated current valuation. Every prediction carries a confidence tier, so you can rank a… Show in context → |
FinanceVersion 1.0.1 | View details → |
Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ... Publisher subtitle Detailed company and risk data Show in context →3 more matching sourcesPublisher capabilities · listing …neficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and k… Show in context →Publisher keywords · package …y-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earnings-calls news Show in context →Publisher description Moody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales inte… Show in context → |
FinanceVersion 3.0.0 | View details → |
QuartrQuartrQuartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and f... Publisher subtitle Company research data Show in context →1 more matching sourcesPublisher description Quartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, work… Show in context → |
FinanceVersion 5.0.1 | View details → |
Bigdata.comRavenPack Publisher description 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,… …rs of fundamentals, expert interviews, and podcasts. RavenPack's financial knowledge graph resolves company and entity names automatically, so one plain-language question surfaces the right filings, transcripts, news, and data. No manual ticker matching, fabricated numbers, or invented quotes. Beyon… Show in context →2 more matching sources |
FinanceVersion 10.0.0 | View details → |
AieraAiera, Inc. Publisher description Access institutional-grade financial data from Aiera, including live corporate events, filings, company publications, broker research, and much more. Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Alpha VantageAlpha Vantage Inc.Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, com... Publisher subtitle Global stock market data Show in context →1 more matching sourcesPublisher description …rket indices, ETF profiles and sector allocations, and top gainers/losers/most active tickers. Pull company fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institu… Show in context → |
FinanceVersion 1.0.0 | View details → |
AtominvestAtominvest Publisher description Connect ChatGPT to your Atominvest platform to query Portfolio Management or Investor Management data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Balanços.AINATAN LOCATELLI GORIN Publisher description Explore financial statements published by Brazilian companies. Search by company name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and available data update dates. Coverage is expanding, and some periods or documents may be unavailable. A Balanços.AI account is required. Queries generate operational logs and private usage history, with usage h… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Chronograph GPChronograph Publisher description …s. Through the Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograph provides two separate Apps for different client user types: Chronograph GP for G… Show in context →2 more matching sourcesPublisher full description …oring, valuations, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets portfolio data using natural language. Show in context → |
FinanceVersion 2.0.0 | View details → |
Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning... Publisher capabilities · listing Query company financials and fundamentals Analyst consensus estimates Earnings calendars and transcripts Stock prices and valuation multiples Explain stock price moves Screen stocks by drivers and earnings… Show in context →3 more matching sourcesPublisher keywords · listing …equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp Show in context →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 com… Show in context →Publisher full description …illa 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, daily stock prices, and valuation multiples such a… Show in context → |
FinanceVersion 1.0.2 | View details → |
EquiblesDaniel Alexandre Pratas de Oliveira Publisher description Equibles gives ChatGPT direct access to US stock market data, so answers are grounded in primary sources instead of recall. Ask for a stock price, an option chain with strikes, greeks, implied volatility and open interest, or the numbers inside a company's SEC filings. Pull 13F institutional holdings, insider transactions, congressional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full… Show in context →3 more matching sources |
FinanceVersion 1.0.1 | View details → |
Euroland AppEuroland IR Publisher description EurolandApp allows users to explore and visualize company financial data through interactive charts generated from natural-language queries. The app provides access to structured financial information including balance sheets, income statements, cash flow statements,… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
FactIQFactIQ Publisher description FactIQ is a research data layer for AI agents. It gives users access to source-linked economic, market and company intelligence—including official statistics, structured company financials, filings and earnings-call evidence—inside tools such as ChatGPT and Codex. Show in context →1 more matching sources |
FinanceVersion 0.35.1 | View details → |
FinbarCEL Technologies Ltd Publisher description High-quality financial data and insights on thousands of public companies, designed for AI-native investor workflows. Pull detailed company information, fundamental time series, and market data across a worldwide coverage, backed by a machine-accessible database of millions of company reports, presentations, and transcripts. Trust… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
FinLensHoàng Mạnh Hùng Publisher description …nLens helps users research Vietnam's listed equities and financial markets in ChatGPT. It retrieves company, price, and intraday data; compares financial statements, peers, and valuation; and analyzes flows, technical signals, funds, bonds, warrants, dividends, macro data, news, and broker research. It is informational research… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
FMPFinancial Modeling Prep Publisher description Real-time and historical financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research wit… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
LexfiLexfi Publisher description Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider and does not execute trades or provide investment advic… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
MassiveMassive.com, Inc. Publisher description 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 scra… …xchange rates, crypto prices, and historical FX and cryptocurrency market data. Beyond prices, pull company fundamentals and financials, corporate actions like dividends and stock splits, market news, technical indicators (SMA, EMA, MACD, RSI), and market status. Ask ChatGPT natural-language questio… Show in context →1 more matching sources |
FinanceVersion 2.0.0 | View details → |
MomentumMomentum Publisher description Momentum brings Polish private equity data into ChatGPT: the companies, who owns and backs them, their financials, competitors, trading peers multiples. Describe the companies you want in a sentence, such as "Polish software companies with an EBITDA margin above 20%", and get the list with revenue, margins and ownership. Ask for any company's financials, its closest competitors, its market's operating benchmarks, or a valuation from listed comparables. Find investors active in your company's industry and who advised their last de… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Moody's Credit MCPMoody's Publisher description Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis… …ry ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP enables faster data-to-i… Show in context →1 more matching sources |
FinanceVersion 3.0.0 | View details → |
Nomas Researchnomas research Publisher description Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retrieval against Nomas RAG APIs. Users sign in on nom… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
PitchBookPitchBook Publisher description Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and investment research workflows inside a secure, end-to-end enterprise AI platform. Uncover new opportunities and invest confidently with the pulse of private capital markets. Show in context →2 more matching sourcesPublisher full description PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund… Show in context → |
FinanceVersion 2.0.0 | View details → |
SAHMKSAHMK Publisher description Access Saudi Exchange market data directly in ChatGPT using your SAHMK account. Retrieve stock quotes, company information, market summaries, historical prices, financial statements, ratios, and dividend data. Available results follow your existing SAHMK subscription, permissions, and data entitlements… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Theia InsightsTheia Insights, Ltd. Publisher description …, ranked by research-driven exposure scores rather than keyword matching or self-reported tags. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is trac… …), with 10+ years of daily history across global regions. What you can do in ChatGPT: * Profile any company by ticker, ISIN, FIGI, or ticker — see its full thematic exposure from sector down to micro-theme. * Screen for thematic exposure across public markets — find the companies most exposed to a g… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Validis (AU)Validis Group Holdings Limited Publisher description Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless… Show in context →1 more matching sources |
FinanceVersion 2.0.0 | View details → |
Validis (CA)Validis Group Holdings Limited Publisher description Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Validis (UK)Validis Group Holdings Limited Publisher description Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless… Show in context →1 more matching sources |
FinanceVersion 2.0.0 | View details → |
Validis (US)Validis Group Holdings Limited Publisher description Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
VestdVestd Publisher description The Vestd connector gives your AI direct access to your company's equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation statements… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
WisesheetsWisesheets Publisher description 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 EDGAR (XBRL), plus historical and real time s… …ock prices, dividends, and key ratios like P/E, ROIC, and margins 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 Financi… Show in context →1 more matching sources |
FinanceVersion 1.0.0 | View details → |
Alpaca Paper TradingAlpaca Publisher description …hatGPT Plugin provides direct access to paper trading execution via Alpaca's Trading API and Market Data API. Connect ChatGPT to your Alpaca paper account to place simulated trades across stocks, ETFs, options, and crypto. Monitor your positions, analyze market trends, and manage your account throug… …icant losses. Please read Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information… Show in context → |
FinanceVersion 1.0.0 | View details → |
B2B.nuFL-Net AB Publisher description B2B.nu connects ChatGPT to the user’s Swedish ERP company. The app provides financial reports, customer and supplier data, CRM and quote details, products, personal tasks, time and projects. Available tools are filtered by company rollout stage, current user permissions and explicitly granted OAuth scopes. Existing… Show in context → |
FinanceVersion 1.1.0 | View details → |
BrexBrex Inc. Publisher description Brex helps finance teams and employees review company spend through ChatGPT. Users can look up expenses, cards, limits, users, bills, vendors, and accounting records; analyze spend; attach receipts from HTTPS URLs; update memos and attendees; assign card expenses to limits; export expense data; and submit product feedback. Show in context → |
FinanceVersion 6.0.0 | View details → |
Bull AIBull AI Publisher description 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… Show in context → |
FinanceVersion 1.0.0 | View details → |
DaloopaDaloopa, Inc. Publisher description Daloopa supplies high quality fundamental data sourced from filings, investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in ChatGPT. Show in context → |
FinanceVersion 6.0.0 | View details → |
D&B Finance AnalyticsDun & Bradstreet Publisher description …I-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate c… …&B Finance Analytics to: Evaluate credit recommendation: "What is the recommended credit limit for [Company Name], and what factors contributed to that recommendation?" Assess business risk: "Summarize the financial risk, payment behavior, and predictive risk indicators for [Company Name]." Monitor… Show in context → |
FinanceVersion 3.0.0 | View details → |