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Finance Codex plugins

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Finance plugins 8

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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

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Public Equity Investing

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public-equity-investing

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Publisher keywords · listing

public-equity-investing factset morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo…

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Publisher description

Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research no…

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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-equ…

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FinanceVersion 0.1.31
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Learn to invest with AJ BellAJ Bell Business Solutions LtdLearn to invest with AJ Bell in ChatGPT helps you build your investing knowledge through a simple, natural conversation. Explore clear, e...

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Investing explained simply

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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 straig…

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FinanceVersion 1.0.0
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Theia InsightsTheia Insights, Ltd.Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics...

Publisher subtitle

Thematic investing data

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FinanceVersion 1.0.0
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Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

Publisher keywords · listing

…investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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Publisher description

…iples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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…ry across selected companies or regions. Search Distilla's Public Library of research documents and investing podcasts, with source details. A Distilla account is required. Screen requests create jobs that may take time to complete; other research calls also count against account usage.

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FinanceVersion 1.0.2
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Alpaca Paper TradingAlpaca

Publisher description

…tps://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from Alpaca Clearing and Alpaca Crypto.

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FinanceVersion 1.0.0
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Buy Or Rent SimulatorMMEDIA LTD

Publisher description

…e, data-driven analysis to determine if buying a property is truly more profitable than renting and investing your capital elsewhere. By integrating historical and projected IMF inflation data for your specific country, the simulator tracks the real value of your money year after year. It provides a…

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FinanceVersion 1.0.0
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OnePro AIETF 1 - OnePro

Publisher description

…eficiente e carteira de máximo Sharpe; probabilidade de atingir uma meta de patrimônio (goal-based investing); projeção prospectiva de patrimônio por Monte Carlo; e plano de retirada da aposentadoria com taxa segura (SWR), taxa perpétua (PWR) e estratégias clássico, rebalanceado, bucket e dynamic s…

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FinanceVersion 1.0.0
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WealthfrontWealthfront

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This plugin allows you to securely connect your Wealthfront cash and investing accounts with ChatGPT to get up-to-date information on your current balances and holdings.

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FinanceVersion 1.0.0
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