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Finance Codex plugins

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Finance plugins 78

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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... Plugin name Distilla Investment Research Show in context → 2 more matching sources Publisher keywords · listing financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance s… Show in context → Publisher description Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; sc… Show in context →	FinanceVersion 1.0.2	View details →
Investment BankingOpenAIInvestment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, ... Plugin name Investment Banking Show in context → 4 more matching sources Package name investment-banking Show in context → Publisher keywords · listing investment-banking factset lseg s&p global pitchbook moody's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracke… Show in context → Publisher description Investment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, and deal execution. Show in context → Publisher full description Investment banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution. Show in context →	FinanceVersion 0.1.29	View details →
InvestmentIQLayer 3 LabsSet a savings goal and instantly discover how much to invest monthly, how long it will take, or what return rate you need to get there — ... Plugin name InvestmentIQ Show in context →	FinanceVersion 1.0.0	View details →
Canary DataCanary DataGenerate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligen... Publisher subtitle Perform investment analysis Show in context → 1 more matching sources Publisher description Generate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financia… Show in context →	FinanceVersion 1.0.0	View details →
IOL invertironlineIOL invertironlineConnect ChatGPT to your Invertironline brokerage account and trade Argentine markets directly in conversation. Pull real-time quotes and ... Publisher subtitle Trade Argentine investments Show in context →	FinanceVersion 1.1.0	View details →
KovaGigantes Research LLCKova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review... Publisher subtitle Keep investments on strategy Show in context → 1 more matching sources Publisher description Kova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review a portfolio against the same plan whenever they need a check-in. Kova returns repeatable briefs with an alignmen… Show in context →	FinanceVersion 1.0.0	View details →
MashvisorMashvisor Inc.Mashvisor helps users search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow proje... Publisher subtitle Find investment properties Show in context → 1 more matching sources Publisher description Mashvisor helps users search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow projections using Mashvisor market data. Show in context →	FinanceVersion 2.0.0	View details →
MorningstarMorningstar Inc.Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered c... Publisher subtitle Investment and market insights Show in context → 1 more matching sources Publisher description Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced b… Show in context →	FinanceVersion 6.0.0	View details →
MSCI ConnectorMSCI Inc.MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural... Publisher subtitle Query MSCI investment data Show in context →	FinanceVersion 8.0.0	View details →
MyInvestorMyInvestor Banco, S.A.MyInvestor helps users explore MyInvestor's public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, an... Publisher subtitle Explore investments Show in context → 1 more matching sources Publisher description MyInvestor helps users explore MyInvestor's public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and simulate a custom portfolio… Show in context →	FinanceVersion 2.0.0	View details →
Portfolio Dividend TrackerPortfolio Dividend TrackerPortfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transacti... Publisher subtitle Track investment portfolios Show in context → 1 more matching sources Publisher description …t and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT. Show in context →	FinanceVersion 1.0.0	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 →
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs... Publisher keywords · listing equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk 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 …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 description …TF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos. Show in context →	FinanceVersion 0.1.31	View details →
AIR Credit IntelligenceAIR Platforms, Inc. Publisher description …ehind every rating, and test future scenarios in seconds. Whether you're evaluating counterparties, investments, suppliers, or borrowers, AIR helps you make faster, more informed decisions without leaving the conversation. Show in context →	FinanceVersion 1.0.0	View details →
Alpaca Paper TradingAlpaca Publisher description …rver, ChatGPT plugin and connected AI agents are for educational and informational use only and not investment advice. Do your own due diligence before making decisions. AlpacaDB, Inc.’s Paper Trading API uses simulated funds and does not enable transactions in real securities. Its availability and… Show in context →	FinanceVersion 1.0.0	View details →
AlphaStocksPyxl Publisher description Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key po… Show in context →	FinanceVersion 1.0.0	View details →
Análise de FIIsAnálise de FIIs Publisher description Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a… Show in context →	FinanceVersion 1.0.0	View details →
Bigdata.comRavenPack Publisher description …ors researching a stock or tracking their portfolio to analysts at hedge funds, asset managers, and investment banks. Run an initiation report, compare two 10-Ks, prep a pre-earnings or pre-FOMC briefing, track a competitor, catch a sentiment shift before consensus does, or build a sourced brief bef… Show in context →	FinanceVersion 10.0.0	View details →
BoersiBoersi Publisher description …business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets. Show in context →	FinanceVersion 1.0.0	View details →
Buy Or Rent SimulatorMMEDIA LTD Publisher description …realistic long-term projections - Compares the cost of buying with potential returns of alternative investments (stock market, savings, etc.) - No account or registration required — start simulating immediately - Toggle advanced parameters and view a full amortization table to understand every payme… Show in context →	FinanceVersion 1.0.0	View details →
BybitBybit Publisher description …ed from Bybit's public REST API (v5). Provided for informational purposes only. Does not constitute investment advice, an offer, or a solicitation to engage in any transaction. Show in context →	FinanceVersion 1.0.0	View details →
CB InsightsCB Insights Publisher description Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary t… Show in context →	FinanceVersion 6.0.0	View details →
Chronograph GPChronograph Publisher description …Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograph provides two separate Apps for different client user types:… Show in context → 1 more matching sources Publisher full description …ons, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets portfolio data using natural language. Show in context →	FinanceVersion 2.0.0	View details →
Clarity AIClarity AI Publisher description Screen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence acr… Show in context →	FinanceVersion 1.0.0	View details →
CredCore - Tusk LiquidCredCore Publisher description …, private-credit, CLO, DCM, and legal teams. Read-only and informational only — not legal, lending, investment, or underwriting advice. Show in context →	FinanceVersion 2.0.0	View details →
DineoSANTIAGO POVEDA PEÑA Publisher description …ds financial activity but does not move money, execute payments, transfer crypto assets, or perform investment trades. Show in context →	FinanceVersion 1.0.0	View details →
Distill MarketsDistill Markets Pty Ltd Publisher description …, so any figure can be checked against the SEC document. The server states no opinions and gives no investment advice: it reports what the filer said and how it reconciles. Coverage is US domestic 10-K and 10-Q filers. Figures are in the filer's reporting currency, never converted. A free account co… Show in context →	FinanceVersion 1.0.0	View details →
DSCR Loan CalculatorOneMoreDoor Capital Publisher description Analyze U.S. residential investment property like a DSCR lender does. OneMoreDoor Capital's DSCR Loan Calculator computes debt service coverage ratio, monthly PITIA, cash flow, cap rate, and break-even rent or price for 1-10… Show in context →	FinanceVersion 1.0.0	View details →
Dubai Wealth IndexDubai Wealth Index Publisher full description …ommunity, not individually. The index holds no listings, cannot arrange viewings, and does not give investment, mortgage, tax or legal advice. Every tool is read-only. Connecting requires a Dubai Wealth Index account, which also lets the plugin read the buildings you have saved on dubaiwealthindex.c… Show in context →	FinanceVersion 1.3.1	View details →
Era ContextTinwell Labs Inc. Publisher description …mplete financial picture, ready for real conversations Connect every bank account, credit card, and investment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give… Show in context →	FinanceVersion 1.6.1	View details →
FactSet AI-Ready DataFactSet Research Systems Publisher description …els, and applications across different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology stacks. With MCP, firms can integrate new solutions efficiently, driv… Show in context →	FinanceVersion 5.0.0	View details →
FinLensHoàng Mạnh Hùng Publisher description …ker research. It is informational research only and does not execute trades or provide personalized investment advice. Show in context →	FinanceVersion 1.0.0	View details →
FinmagineFinmagine Publisher description …ly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intelligence. Show in context →	FinanceVersion 1.0.1	View details →
FMPFinancial Modeling Prep Publisher description …transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data. Show in context →	FinanceVersion 1.0.0	View details →
FoldFold Money Private Limited Publisher description Fold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT. Show in context →	FinanceVersion 3.0.0	View details →