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Finance Codex plugins

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Finance plugins 30

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FX HedgeC8 Index Technologies (EU) LimitedFX Hedge brings C8's quantitative currency-hedging models into ChatGPT. Ask for the current hedge ratio between your base currency and an... Plugin name FX Hedge Show in context → 2 more matching sources Publisher subtitle FX hedge ratios and analytics Show in context → Publisher description 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 U… Show in context →	FinanceVersion 1.0.0	View details →
LedgerLensEdukas Solutions LLCLedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or s... Plugin name LedgerLens Show in context → 1 more matching sources Publisher description LedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own da… Show in context →	FinanceVersion 1.0.0	View details →
PFT Edgebook - Trading JournalPhil WasmuthPFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just as... Plugin name PFT Edgebook - Trading Journal Show in context → 1 more matching sources Publisher description PFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging throu… Show in context →	FinanceVersion 1.0.0	View details →
Pocket Ledger Expense TrackerAlireza SalighehPocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, t... Plugin name Pocket Ledger Expense Tracker Show in context → 1 more matching sources Publisher description PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicat… Show in context →	FinanceVersion 3.0.0	View details →
ValuEdge - Stock ValuationValuEdgeResearch stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge acc... Plugin name ValuEdge - Stock Valuation Show in context → 2 more matching sources Publisher ValuEdge Show in context → Publisher description Research stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the stock screener, and get S… Show in context →	FinanceVersion 1.0.0	View details →
BriefcaseBriefcaseBriefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profi... Publisher subtitle AI-native bookkeeping & ledger Show in context → 2 more matching sources Publisher description Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals… Show in context → Publisher full description …bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run… Show in context →	FinanceVersion 1.3.0	View details →
RoboSystemsRoboSystemsRoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's ... Publisher subtitle SEC filings knowledge graph Show in context → 1 more matching sources Publisher description RoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's XBRL filings as one queryable graph. Pull a company's financial statements by ticker or CIK, pivot reported facts across compan… Show in context →	FinanceVersion 1.1.0	View details →
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs... Publisher capabilities · listing …ry-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits Show in context →	FinanceVersion 2.0.0	View details →
Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts... Publisher keywords · listing …s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager Show in context → 1 more matching sources Publisher full description Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispri… Show in context →	FinanceVersion 0.1.31	View details →
GREIFusion Edge Technologies LTDInvest smart in real estate abroad with GREI. Search global property investment opportunities using everyday language, starting with GREI... Publisher Fusion Edge Technologies LTD Show in context →	FinanceVersion 1.0.0	View details →
Bigdata.comRavenPack Publisher description …+ countries, 30+ years 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 in… Show in context →	FinanceVersion 10.0.0	View details →
CB InsightsCB Insights Publisher description …equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and… Show in context →	FinanceVersion 6.0.0	View details →
CryptoworthCryptoworth Inc. Publisher description …pto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only… Show in context →	FinanceVersion 1.0.0	View details →
FahaliFuture Legends Inc Publisher description …across crypto and equities/ETFs. Every signal is resolved against realized price in an append-only ledger. All 22 tools are read-only — no order routing, no path to capital. Engines without enough resolved outcomes report 'calibrating' — never an invented number. Observation, not financial advice. Show in context →	FinanceVersion 1.0.0	View details →
FurtherFurther Finance Ltd Publisher description …stributions, 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. Show in context →	FinanceVersion 1.0.0	View details →
Learn to invest with AJ BellAJ Bell Business Solutions Ltd Publisher description Learn to invest with AJ Bell in ChatGPT helps you build your investing knowledge through a simple, natural conversation. Explore clear, educational content from AJ Bell’s Learn to Invest library, read helpful articles and Shares Magazine content, and get straightforward expla… Show in context →	FinanceVersion 1.0.0	View details →
LightsplitPING-HSIEN CHOU Publisher description Lightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and settlements with e… Show in context →	FinanceVersion 1.0.0	View details →
ManiloBorys Harholinskyi Publisher description Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, and… Show in context →	FinanceVersion 2.0.1	View details →
OptionsAhoyAlphaLatitude Inc. Publisher description …a zero-cost collar prices at. If you need to protect your holdings, you're probably considering a hedge. But which one? We make it easy to decide. 8. How to convert some of your holdings to a target amount of after-tax cash by a deadline with the smallest tax bill. We optimize against your inputs a… Show in context →	FinanceVersion 3.0.0	View details →
RalliesRallies Publisher description …damentals, earnings, SEC filings, options flow, technicals, analyst actions, insider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding compares to its peers — without juggling s… Show in context →	FinanceVersion 2.0.0	View details →
SavvySavant Labs Publisher description …y cycle, human-in-the-loop review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant,… Show in context →	FinanceVersion 1.1.0	View details →
SplitEasyPRANAY MANDADAPU Publisher description SplitEasy is a free expense ledger. After you connect your account, ChatGPT can show who you owe, who owes you, list friends and groups, preview an equal split, and add an expense in your name after you confirm. ChatGPT cannot se… Show in context →	FinanceVersion 1.0.0	View details →
SuitolyShigeki Yoshioka Publisher description …PT to search, record, and summarize your finances in natural language. What you can do: - List the ledgers you have allowed ChatGPT to use - Search entries by keyword, date range, amount, or category - Record a new income or expense entry - Generate a report with monthly and category breakdowns You… Show in context →	FinanceVersion 1.0.0	View details →
TipRanksTipRanks Ltd. Publisher description …, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for inf… Show in context →	FinanceVersion 1.0.0	View details →
TrataTrata Publisher description …tant directly to Trata — the fastest-growing library of investment research, centered on anonymous 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 an… Show in context →	FinanceVersion 1.1.0	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 of the underlying… Show in context →	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 of the underlying… Show in context →	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 of the underlying… Show in context →	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 of the underlying… Show in context →	FinanceVersion 1.0.0	View details →
Zacks Financial Dataoharari@zacks.com Publisher description Use Zacks Investment Research’s trusted data right in your AI chat — and give your AI assistant an edge. Zacks Connect AI is a Model Context Protocol (MCP) server that plugs the Zacks Rank, estimates, fundamentals, Zacks Investment Research and market news straight into your Claude chat. Financial… Show in context →	FinanceVersion 1.0.0	View details →