Finance Codex plugins

Publisher description

Hubity runs projects, time, billing and utilization for consulting, architecture, engineering and agency firms. Connect ChatGPT to Hubity and ask in plain words, and the answer comes from your own records. Start with the month's billing. Ask ChatGPT to bill last month and it shows… …contract, with money held back (retainage) where the project sets it, and anything that needs your decision called out. Confirm, and it drafts them. Nothing is sent: every draft is marked as drafted by your assistant and waits in Hubity for a person to review and send it. It also reports utilizatio…

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Allocator Agent brings C8's portfolio-construction engine into ChatGPT. Name the funds you are considering - tickers, ISINs or fund names; their daily history comes from C8's market data - or give it your own return or NAV series, and it computes what… …a constraint set cannot be met, the answer says so and how close the engine got. Allocator Agent is decision support for asset managers, wealth managers and investment teams. It works on public price history and the data you provide: it does not give personal investment advice, forecast returns, exe…

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…ssumptions. Unknown treatment must remain unknown; no residence, visa or special-regime eligibility decision. Universal planning and supplied-assumption arithmetic work across entered countries. No destination tax engine, residence determination, treaty, visa or professional service coverage is implied. Only UK and Portugal residence evidence questions have verified country sources here. Other countries receive…

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…h your original case. • Save the work and continue in your Feasly workspace. The Feasly Calculation Engine calculates the financial results. ChatGPT helps you explore the questions and understand the answer. Part of the wider Feasly platform Feasly connects market research, site analysis and financial modelling across development, investment, valuation, asset performance and portfolio decisions. This plugin gives you another way to work with your models and scenarios. Getting started Try a quick development appraisal without signing in, or connect an enabled Feasly account for save…

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Claiming Social Security is one of the largest retirement decisions most people make, and one of the hardest to undo. In a United Income (2019) study, only 4% of retirees claimed at the financially optimal time, and households left an estimated $111,000 each… …red claiming analysis (optimal age, lifetime values, survivor analysis, risk flags), and re-run the engine on records already on file. These tools reach only the advisor's own clients and never ingest a new earnings record. Clients are set up in the MySSAgent advisor dashboard. MySSAgent never conne…

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…r spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we v… …us access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync…