Finance Codex plugins

Publisher subtitle

Find PE firms, deals & buyers

Publisher description

beatandraise helps users research public companies using SEC EDGAR filings. Find companies by name or ticker, search filing text, browse filings and documents, inspect financial statements and tables, and review reported institutional holdings and insider transactions. The ap…

Publisher description

Caribooks helps business owners and bookkeepers work with their QuickBooks Online companies in English or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be r…

Publisher description

…er MCP servers only offer raw search and list data. Supercharge your workflow. Identify high-growth companies, run diligence in seconds, and act on opportunities before other firms catch on, or give your customers foresight into market movements directly in your product, without the engineering lift. Build lists you can return to. Save companies as you find them. A search 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, o…

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Search, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people behind them. Get detailed company profiles with funding, location, founders, and network connections. Use natural language to find companies matching specific criteria. Create and manage lists of companies and people. Access your team's network mapping and saved searches. Discover startups earlier, research them faster, and…

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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 abov… …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 deals. Built for private equity, M&A advisers, corporate development and lenders.

Publisher description

…domain scores behind it, and the strengths and challenges the scoring run surfaced. The 600 largest companies answer with no StockLens account and no sign-in. Free accounts read those same 600, Pro reads the top 5,000, and Max reads the whole scored universe. Any account also reads every stock on its own watchlist, however deep it ranks. Find your next idea instead of checking one ticker at a time. Discover Stocks screens the whole nightly-analyzed universe by region, exchange, sector, industry, market cap, or volume and ranks the res…

Publisher description

…tural trend: artificial 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-lev… …ic exposure from sector down to micro-theme. * Screen for thematic exposure across public markets — find the companies most exposed to a given theme, sub-industry, or industry. * Benchmark theme performance over time and rank themes by recent returns to identify leaders, laggards, and rotation trend…