Finance Codex plugins
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Finance plugins 84
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| Plugin / developer | Category | Follow |
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FilingSpyFilingSpy LLCSEC filing data as read-only tools: superinvestor 13F portfolios, insider trades, as-filed financial statements and filing text. Plugin name FilingSpy Show in context →6 more matching sourcesPublisher capabilities · listing …fund portfolios Screen fund consensus Read insider trades Read financial statements Read and search filing text Show in context →Publisher description SEC filing data as read-only tools: superinvestor 13F portfolios, insider trades, as-filed financial statements and filing text. Show in context →Publisher full description FilingSpy turns public SEC filings into read-only tools for answering questions about companies, funds and insiders, with every figure tied to the filing it came from. What you can ask: - Superinvesto… Show in context → |
FinanceVersion 1.0.2 | View details → |
FinancialFilingsFINANCIALREPORTS PTE. LTD.FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide... Plugin name FinancialFilings Show in context →2 more matching sourcesPublisher description FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide, 35 million+ filings across 85,000+ tickers, with 20+ years of history.… Show in context → |
FinanceVersion 4.0.0 | View details → |
Lucy — SEC Filings SearchEzar Inc.Search U.S. SEC EDGAR filings and ground AI answers in real disclosure passages. Plugin name Lucy — SEC Filings Search Show in context →4 more matching sourcesPublisher description Search U.S. SEC EDGAR filings and ground AI answers in real disclosure passages. Show in context →Publisher full description Lucy connects your AI assistant to a retrieval pipeline over U.S. SEC EDGAR filings. Ask about a public company's risk factors, financial performance, business segments, executive compensation, or governance — Lucy returns the most relevant source passages from the actual fil… Show in context → |
FinanceVersion 1.0.0 | View details → |
Zovo SEC FilingsZovoSEC filings and reported company financials, straight from EDGAR. Plugin name Zovo SEC Filings Show in context →6 more matching sourcesPublisher keywords · listing sec filings company financials 10-k revenue sec edgar search company revenue history net income by year latest 10-q 8-k filings financial statements download public company data Show in context →Publisher description SEC filings and reported company financials, straight from EDGAR. Show in context →Publisher full description …income for a US public company using live SEC EDGAR data and downloadable CSV/XLSX files. Zovo SEC Filings finds the company by ticker or name and returns the last 10 fiscal years of revenue, net income, total assets, liabilities, cash and equivalents, operating cash flow and diluted EPS, each valu… Show in context →Publisher translations · package …erichten US-amerikanischer börsennotierter Unternehmen direkt aus den EDGAR-Daten der SEC. Zovo SEC Filings findet das Unternehmen über Ticker oder Namen und liefert die letzten 10 Geschäftsjahre: Umsatz, Nettogewinn, Bilanzsumme, Verbindlichkeiten, Zahlungsmittel und Äquivalente, operativer Cashflo… Show in context → |
FinanceVersion 1.0.0 | View details → |
AdvPulseAdvisorPulse Inc.Search public SEC Form ADV filings: find adviser firms by name or CRD number, filter them by state, assets, type and disclosures, and sea... Publisher subtitle Search SEC adviser filings Show in context →2 more matching sourcesPublisher description Search public SEC Form ADV filings: find adviser firms by name or CRD number, filter them by state, assets, type and disclosures, and search their brochures by meaning. Show in context →Publisher full description AdvPulse searches the Form ADV filings that investment advisers file with the U.S. Securities and Exchange Commission. Use it to look up an adviser firm by name or by its CRD number, to filter firms by state, assets under managemen… Show in context → |
FinanceVersion 1.0.1 | View details → |
AlphAIMIKHAIL MAKEEVResearch financial news and SEC filings with summaries and links to the sources. Publisher subtitle Financial news and SEC filings Show in context →4 more matching sourcesPublisher capabilities · listing Search financial news Read SEC filings Manage your news alerts Show in context →Publisher description Research financial news and SEC filings with summaries and links to the sources. Show in context →Publisher full description Ask what happened with a company, find the filings behind a headline, or catch up on the news for your watchlist. AlphAI returns article summaries and links to the original sources. News tools can group coverage of the same event into one stor… Show in context → |
FinanceVersion 1.0.1 | View details → |
beatandraiseIterative Works GmbHbeatandraise helps users research public companies using SEC EDGAR filings. Find companies by name, ticker or SEC industry (SIC) code, se... Publisher subtitle Search SEC filings Show in context →1 more matching sourcesPublisher description 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… Show in context → |
FinanceVersion 1.1.0 | View details → |
Distill MarketsDistill Markets Pty LtdDistill Markets gives ChatGPT direct access to US SEC filing data, served exactly as filed and traceable to the EDGAR accession that stat... Publisher subtitle Verified SEC filing data Show in context →1 more matching sourcesPublisher description Distill Markets gives ChatGPT direct access to US SEC filing data, served exactly as filed and traceable to the EDGAR accession that stated each number. What it covers: - Fundamentals from 10-K and 10-Q XBRL: latest values, up to 20 years of history, fin… Show in context → |
FinanceVersion 1.1.0 | View details → |
Earnings FeedLucent Enterprises LtdLook up public SEC companies, find filing metadata and document lists, and inspect disclosed insider transactions. Publisher subtitle SEC filings and insider data Show in context →4 more matching sourcesPublisher capabilities · listing Company lookup Filing metadata Insider transactions Show in context →Publisher description Look up public SEC companies, find filing metadata and document lists, and inspect disclosed insider transactions. Show in context →Publisher full description Research public SEC records with Earnings Feed. Look up a company by ticker or CIK; list recent filings by filer and form type; find filings by company name or ticker; inspect a filing's metadata and document list; and review disclosed insider transactions. Results include filing accessions and… Show in context → |
FinanceVersion 1.0.2 | View details → |
KabukenIntellics K.K.Financial data from the official EDINET filings of Japanese listed companies, with the source filing for each figure. No stock prices or ... Publisher subtitle Japanese company filings data Show in context →4 more matching sourcesPublisher capabilities · listing Search Japanese listed companies Read financial statements from EDINET filings Show segment breakdowns Compare companies side by side List company filings Summarize a company's major facilities by country and prefecture Show in context →Publisher keywords · listing japan equities edinet xbrl filings finance edinet-mcp financial-statements japanese-stocks japan-stocks Show in context →Publisher description Financial data from the official EDINET filings of Japanese listed companies, with the source filing for each figure. No stock prices or investment advice. Show in context →Publisher full description …y name, then get its financial statements, business and geographic segments, major shareholders and filing list. You can also compare two to five companies side by side. Data from official EDINET filings, with the source filing for each figure. No stock prices or investment advice. A Kabuken account… Show in context → |
FinanceVersion 2.1.12 | View details → |
MetricDuckJujube Technologies Inc.Research U.S.-listed public companies from their SEC filings. Get multi-period financial statements and as-filed XBRL facts, track a metr... Publisher subtitle SEC filings and financial data Show in context →1 more matching sourcesPublisher description Research U.S.-listed public companies from their SEC filings. Get multi-period financial statements and as-filed XBRL facts, track a metric across fiscal periods, screen and compare companies on fundamentals, read filing sections (risk factors, MD&A, ea… Show in context → |
FinanceVersion 1.0.6 | View details → |
Monk.tradeLabStack LLCStock research for AI assistants: chart and scan US stocks, ETFs and futures, and read SEC filings, insider trades, company financials an... Publisher subtitle SEC filings and insider trades Show in context →3 more matching sourcesPublisher keywords · listing finance markets stock research stock screener stocks SEC filings Form 4 8-K 13D insider trades insider buying company financials news ETFs futures quotes charts market scans saved queries MonkQL Show in context →Publisher description Stock research for AI assistants: chart and scan US stocks, ETFs and futures, and read SEC filings, insider trades, company financials and news. Never trades or reaches a brokerage. Show in context →Publisher full description Monk.trade runs stock research across actively traded US stocks from a plain question, and each filing match links to the SEC filing or Form 4 behind it. Find open-market buying by officers and directors, 13D stakes crossing 5% or switching from a 13G, 8-K items and late 10-K and 10-Q notices, t… Show in context → |
FinanceVersion 2026.11.4 | View details → |
NetNest SEC FundamentalsNetNest Design LLCCompany fundamentals and SEC filing events, with the source filing on every number. Publisher subtitle Company data from SEC filings Show in context →4 more matching sourcesPublisher capabilities · listing Find companies by name or ticker Read fundamentals from SEC filings Follow SEC filing events Show in context →Publisher description Company fundamentals and SEC filing events, with the source filing on every number. Show in context →Publisher full description Company fundamentals and SEC filing events, with the source filing attached to every number. Find a company by name or ticker; get the latest annual, quarterly and trailing twelve month values of 13 metrics (revenue, net income,… Show in context → |
FinanceVersion 1.0.1 | View details → |
Revelata deepKPIRevelata, Inc.Equity research and fundamental analysis skills powered by Revelata deepKPI. Publisher subtitle SEC KPIs and filings. Show in context →2 more matching sourcesPublisher keywords · listing …l data Excel models financial analysis financial modeling financial statements sec kpi fundamentals filings Show in context →Publisher full description …amental equity research and analysis of US public companies. Includes KPI lookup and retrieval, SEC filing retrieval, company tearsheets, automatic operating models, seasonality analysis, implied metrics, benchmarking, analyst report pressure-testing, and more — backed by the Revelata deepKPI MCP se… Show in context → |
FinanceVersion 1.1.0 | 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 sourcesPublisher 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… Show in context → |
FinanceVersion 1.1.0 | View details → |
StockPortfolio.proStockPortfolio.proRead-only SEC filing and financial research for US-listed public companies. Publisher subtitle SEC filings and financials Show in context →4 more matching sourcesPublisher capabilities · listing Search US-listed companies by name or ticker Read financial metrics with the SEC filing behind each fiscal period Search SEC filing metadata and read excerpts from a filing Compare two to five companies on the same filed metrics Explain period-over-period changes from reported lin… Show in context →Publisher description Read-only SEC filing and financial research for US-listed public companies. Show in context →Publisher full description StockPortfolio.pro gives ChatGPT read-only research on US-listed public companies, built from the filings those companies submit to the SEC. Ask about a company's revenue, profit, margins, earnings per share, share count, cash flow, debt or stock-based compensation and get the reported history bac… Show in context → |
FinanceVersion 1.0.0 | View details → |
Bigdata.comRavenPackBigdata.com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT. Publisher capabilities · listing Search cited financial news, filings, transcripts, and research Research stocks, public companies, securities, ETFs, markets, and economies Analyze market data, fundamentals, sentiment, and portfolio holdings Review company, coun… Show in context →3 more matching sourcesPublisher keywords · listing …esearch company research market intelligence financial news stock news market news premium news SEC filings 10-K 10-Q earnings transcripts earnings call transcripts analyst research analyst ratings broker research sell-side research news sentiment sentiment analysis market data financial data fundam… Show in context →Publisher description Bigdata.com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT. Show in context →Publisher full description …s and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news using real, citable sources. Search billions of documents spanning 25+ years. Depending on account… Show in context → |
FinanceVersion 10.0.2 | View details → |
CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim... Publisher capabilities · listing …pecific evidence collection Comparable-sales analysis Appeal packet drafting Verified county online-filing guidance Structured case continuity and conflict tracking Address-to-county resolution with county parcel confirmation Document and proof-of-filing review Reminder-ready verified deadline track… Show in context →2 more matching sourcesPublisher description …a preparation-first process map, and one simple question at a time through valuation, evidence, and filing. Show in context →Publisher full description …e. Then guide them one question at a time through valuation, deadlines, evidence, comparable sales, filing, hearing preparation, and possible outcomes while preserving official English names and form labels. Show in context → |
FinanceVersion 0.4.0+codex.20260913 | View details → |
ClarifoClarifoResearch US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure. Publisher capabilities · listing Company snapshots and profiles Cited filing search Financial statements and peer comparison Segment and geographic revenue Screening and trends Valuation, ownership and insider activity Reporting-standards answers Workspace documents Rec… Show in context →3 more matching sourcesPublisher keywords · listing finance sec filings 10-k financial statements equity research Show in context →Publisher description Research US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure. Show in context →Publisher full description Clarifo answers questions about listed companies from their public filings and reported financials, not from model memory, with a source for every figure. Coverage centres on US issuers (10-K, 10-Q, 8-K earnings releases, proxy statements, 13F and Form 4 filings) and… Show in context → |
FinanceVersion 1.2.1 | View details → |
EdetaxEdetaxChecks whether a foreign-owned U.S. LLC must file IRS Form 5472, for which tax years and by when. Publisher capabilities · listing Check whether a U.S. LLC must file Form 5472 List unfiled and past-due tax years Show the current filing or extension deadline Link to the matching Edetax filing flow Show in context →2 more matching sourcesPublisher keywords · listing form 5472 irs llc non-resident foreign-owned tax filing Show in context →Publisher full description …ification, whether the owner is a U.S. person, formation year, transactions with the owner and past filings) and it tells you: - whether Form 5472 applies to you, or why it does not - which tax years are still unfiled and which are past due - the deadline that applies right now, including the Octobe… Show in context → |
FinanceVersion 0.1.0 | View details → |
EdgeBreakEdgeBreakEdgeBreak provides a stateful conversational NASDAQ scanner journey plus the full Master Scanner, saved scans, PBI, stock intelligence, w... Publisher capabilities · listing …eak intelligence Research company overview, financials, institutional activity, recent news and SEC filings Review historical published EdgeBreak signal appearances Search supported chart structures and similar technical setups Display branded EdgeBreak stock charts Show in context → |
FinanceVersion 1.3.1 | View details → |
ElevenFloElevenFlo Inc.Research U.S. Chapter 11 cases with ElevenFlo: dockets, exact filing text, hearing transcripts, structured financing and fee data, and ca... Publisher capabilities · listing Search cases, dockets and filings Read exact filing text Compare financing and fee data across cases Monitor cases for new filings Show in context →3 more matching sourcesPublisher keywords · listing chapter-11 bankruptcy restructuring court-filings dip-financing professional-fees Show in context →Publisher description Research U.S. Chapter 11 cases with ElevenFlo: dockets, exact filing text, hearing transcripts, structured financing and fee data, and case monitors, with links to the court documents. Show in context →Publisher full description …yers, financial advisors, investors and analysts. Find a case, list its docket entries and open the filings behind them. Read exact filing text with page references, review filing summaries, and trace a motion to its objections and orders. Search hearing transcripts where they are indexed. Query str… Show in context → |
FinanceVersion 4.1.0 | View details → |
FinrepFinrepSEC reporting and technical accounting research with citations, from your Finrep account. Publisher capabilities · listing …Find what the SEC has pushed back on in comment letters Benchmark disclosure language against peer filings Draft disclosure language grounded in real filings Continue an earlier Finrep chat Open your saved Finrep drafts, documents and citations Show in context →1 more matching sourcesPublisher full description Bring Finrep's SEC reporting and technical accounting research into ChatGPT. Search EDGAR filings, accounting standards, and SEC comment letters, benchmark disclosure language against peers, and draft disclosures. Every answer cites the source it came from, so reporting teams can verify it… Show in context → |
FinanceVersion 1.0.1 | View details → |
MagnosMagnos AI Inc.Finance workflows on your own exported files: close review, bank reconciliation, budget variance, Excel model review, SaaS metrics, data ... Publisher capabilities · listing Close review Bank reconciliation Budget variance Excel model review SaaS metrics Data profiling Board pack HTML pages Show in context →1 more matching sourcesPublisher description …iles: close review, bank reconciliation, budget variance, Excel model review, SaaS metrics, data profiling, board pack and HTML pages. Every figure is computed in code and checked against the files. No account needed. Show in context → |
FinanceVersion 0.1.0 | View details → |
Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ... Publisher capabilities · listing …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 key offic… Show in context →1 more matching sourcesPublisher keywords · package …igence 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 → |
FinanceVersion 3.0.0 | View details → |
PortfolioFitRekognizeValidate mandates and calculate deterministic portfolio time-series analytics with PortfolioFit. Publisher capabilities · listing Mandate alignment Evidence-gap analysis Remediation guidance Time-series profiling Performance and risk analytics Show in context → |
FinanceVersion 2.2.0 | View details → |
QuantralQuantralRead Quantral's conversation signal scores, recaps, stories, author track records, company facts and upcoming events, US patents and lobb... Publisher capabilities · listing …out bursts of chatter around a company, and the posts behind each one Read the individual posts and filings behind a company's score, with author track records Look up one author's track record by handle or name Rank sectors and industries by the strength of their conversation Read the scores of the… Show in context →1 more matching sourcesPublisher full description …out public companies across Reddit, X, Substack, YouTube shows, Korean investor blogs and regulator filings, and turns that conversation into a signal score per company. Connected to ChatGPT, Quantral answers questions like "Which stocks have the strongest conversation today?", "What is the Quantral… Show in context → |
FinanceVersion 1.2.0 | View details → |
Signal8Signal8 Inc.Read-only SEC filings, insider trades, Congress trades and dilution data for US stocks. Publisher capabilities · listing Dilution analysis Listing compliance Read SEC filings Show in context →2 more matching sourcesPublisher description Read-only SEC filings, insider trades, Congress trades and dilution data for US stocks. Show in context →Publisher full description …tions, baby-shelf capacity, cash runway and a dilution pressure score, each figure cited to the SEC filing it was read from. Compliance: Nasdaq and NYSE deficiency detection, minimum bid price tracking and delinquent-filing checks. Also available: SEC filings and their full text, insider Form 4 trad… Show in context → |
FinanceVersion 1.0.6 | View details → |
Trading Agent DataWU Capital LimitedCompany financial statements from company filings and public registers in 13 markets, each figure keyed to the date it was filed. Publisher capabilities · listing …name across 13 markets and tell namesakes apart Read the latest reported financial statements with filing dates and sources Read filing history and point-in-time figures for a set of companies Explain how each detailed line item is defined in each market Show in context →3 more matching sourcesPublisher keywords · listing company financials financial statements company filings company registers point in time fundamentals Show in context →Publisher description Company financial statements from company filings and public registers in 13 markets, each figure keyed to the date it was filed. Show in context →Publisher full description Trading Agent Data gives ChatGPT company financial statements taken from company filings and public registers, each figure keyed to the date it was filed. It covers 13 markets and about 4.25 million companies and other entities: the United States (SEC EDGAR), Japan (EDINET), South… Show in context → |
FinanceVersion 1.0.0 | View details → |
Veridion MarketsVeridion Markets LLCSearch US congressional and executive-branch financial disclosures. Every result links to the government's own filing. Publisher capabilities · listing …h congressional and executive-branch trade disclosures Look up filer identity and Bioguide IDs Show filing delays against the STOCK Act window Show amendment history for a disclosure Report source coverage and data freshness Show in context →2 more matching sourcesPublisher description …ongressional and executive-branch financial disclosures. Every result links to the government's own filing. Show in context →Publisher full description …and executive-branch officials file with the US government, and links every result to the original filing. What you can do: - Find disclosed trades by ticker, member, or chamber (House, Senate, or executive branch). - Look up a filer's official identity, including the Bioguide ID for members of Con… Show in context → |
FinanceVersion 1.0.2 | View details → |
주식좋아하는 야구부 매니저Waiker, Inc.초보자가 기업의 사업, 재무, 가격과 위험을 쉬운 말로 이해하고 공개 자료로 검증하도록 돕는 교육용 기업 분석 플러그인. Publisher keywords · listing company analysis financial literacy public filings investment education Show in context → |
FinanceVersion 1.0.5 | View details → |
AeonDataArkhe Technologies Inc.Public trading filings in ChatGPT: insider trades, Congress trade reports, fund holdings changes, stakes, federal contracts and lobbying. Publisher keywords · listing insider trades congress trades sec filings form 4 13f public filings Show in context →2 more matching sourcesPublisher description Public trading filings in ChatGPT: insider trades, Congress trade reports, fund holdings changes, stakes, federal contracts and lobbying. Show in context →Publisher full description AeonData brings Aeon's feed of public trading filings into ChatGPT. Ask about a stock, a company insider, a member of Congress or a large money manager, and get answers built from the filings themselves, with links to the original documents or to… Show in context → |
FinanceVersion 1.0.1 | View details → |
AlphaYou: Smart Money IntelAlphaYou, Inc.Research US insider trading (Form 4), Congress stock trades, hedge fund 13F holdings and Hyperliquid traders with original sources, dates... Publisher keywords · listing …nsider trading insider transactions Form 4 institutional holdings hedge fund holdings 13F funds SEC filings Hyperliquid wallet research trader comparison Show in context →1 more matching sourcesPublisher full description …nounced earnings dates, government macro observations and weekly CFTC futures positioning. Original filing links and source dates accompany the evidence. Filings and weekly reports lag; previews are bounded and missing data remains unknown. Research only. No personalized advice, allocation, wallet c… Show in context → |
FinanceVersion 0.3.7 | View details → |
Centry Global Tax CalendarRUPERT WILLIAM BARKSFIELDBuild a cross-border obligations register from user-confirmed dates and two narrowly supported UK Self Assessment 2025–2026 milestones. S... Publisher keywords · listing tax calendar reporting deadlines filing deadlines tax deadlines obligations register calendar reminder deadline register Show in context →1 more matching sourcesPublisher description …d. No obligation applicability, tax liability, general deadline exceptions, extensions, holidays or filing method determination. Reminder dates are an exportable preview only; no notification, calendar event, message, filing or payment is scheduled or sent. A proposed owner is not appointed. A user-… Show in context → |
FinanceVersion 1.0.0 | View details → |
DEF 14DEF 14 Inc.Research shareholder-activism campaigns, arguments, tactics, and outcomes with DEF 14. Publisher keywords · listing shareholder activism activist investors proxy fights campaigns corporate governance SEC filings Show in context → |
FinanceVersion 1.2.32 | View details → |
dibsresearchdibsresearchCompany KPIs, financial statements and document search with the source of every value. Publisher keywords · listing finance company data KPIs financial statements SEC filings earnings Show in context →1 more matching sourcesPublisher full description …s: income statement, balance sheet and cash flow statement, annual or quarterly, with the form, the filing date and a link to each filing. - Document search: full-text search over company reports and earnings releases, with short passages and links that open the document at the passage. Coverage: co… Show in context → |
FinanceVersion 1.0.0 | View details → |
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