Finance Codex plugins

Publisher description

…ing-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or CAMT.053 documents and export to CSV, Excel, QuickBooks, OFX, QFX, MT940, CAMT.053, JSON, Xero, Sage, MYOB, UBL, Peppol, and more. Review supported formats, confirm your upload, track conversion status, and download the com…

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…spend; attach receipts from HTTPS URLs; update memos and attendees; assign card expenses to limits; export expense data; and submit product feedback.

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…ioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfolio: "Create a folder named [Folder N…

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…ncy-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 model's ratio, the four signal drivers behind it (macro, trend, carry, value), and a detailed month-by-month breakdo…

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…e the World (what markets are doing right now), Understand the Book (what your positions are really exposed to), Decide (how to think through a specific choice), and Observe & Refine (what your past decisions actually did). Things you can ask: • "What's the current macro regime?" • "What does this w…

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…compliance without leaving the conversation. With the Kintsugi MCP server, you can: See your nexus exposure in real time, for free, across every jurisdiction where you sell Look up registrations and jurisdiction-specific requirements Estimate sales tax, VAT, and GST for a transaction, address, or p…

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…, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

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…usiness stock (QSBS). Best to check early for potential tax savings, the rules just changed. 6. How exposed a single position leaves you, and what selling down, holding, or hedging each cost. We calculate and compare different strategies across three years, with your taxes in mind. 7. What a protect…

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…heir synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All too…

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…KYT risk in one message. PublicAML returns an AML score (0-100), risk level, sanctions and incident exposure and source of funds. It can also follow funds forward to where they were cashed out or backward to who paid a wallet, list counterparties and recent transfers, and screen a single transaction…

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…section whole, with its rows, breakdowns and the calculations that tie it together. The graph also exposes read-only Cypher, so a conversation can move from a question ("show me NVIDIA's latest income statement") to a raw traversal ("which 2025 10-Ks mention goodwill impairment?") without leaving C…

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…These tools support the Savvly Longevity Benefit, an SEC-registered fund designed to combine market exposure with later-life longevity payouts.

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…your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential exit outcomes, the analysis comes to you f…

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…tificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, 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…

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…heck planned trades before entry. It calculates position size, risk amount, risk/reward, daily loss exposure, open risk exposure, rule violations, and a TradingNX Risk Score. It supports forex, metals, crypto, stocks, indices, futures, and CFDs. TradingNX is educational risk-management software only…

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…tegy risk, review options market structure, and explore possible trade setups using tools for gamma exposure, open interest, volatility zones, risk/reward charts, portfolio tracking, and AI explanations. Use VEGA to better understand how an options strategy may behave before entering a trade, compar…

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…Import broker and bank statements, then break down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment, tax or legal advice. wlthy never moves money or trades on your behalf.

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…alysed corpus of more than 20,000 Israeli households across 500+ municipalities, each a full hourly export from Israel Electric Corporation — up to 17,520 meter readings per home. That is what lets these tools answer with a number rather than a rule of thumb. Ten read-only tools: • compare_electrici…