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Finance Codex plugins

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Itau BeneficiosBanco Itaú ChileTodo lo que necesitas saber sobre tus beneficios Itaú, ahora en ChatGPT. Pregunta por los beneficios asociados a tu tarjeta o encuentra d... Plugin name Itau Beneficios Show in context → 2 more matching sources Publisher subtitle Descubre tus beneficios Show in context → Publisher description Todo lo que necesitas saber sobre tus beneficios Itaú, ahora en ChatGPT. Pregunta por los beneficios asociados a tu tarjeta o encuentra descuentos y experiencias que se adapten a lo que buscas: Conoce los beneficios asociados a tus tarjetas. Enc… Show in context →	FinanceVersion 2.0.0	View details →
FX HedgeC8 Index Technologies (EU) LimitedFX Hedge brings C8's quantitative currency-hedging models into ChatGPT. Ask for the current hedge ratio between your base currency and an... Publisher subtitle FX hedge ratios and analytics Show in context →	FinanceVersion 1.0.0	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 →	FinanceVersion 1.0.0	View details →
SavvlySavvly, Inc.Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum... Publisher subtitle Model retirement scenarios Show in context → 1 more matching sources Publisher description …lternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly Longevity Benefit, an SEC-registered fund designed to combine market exposure with later-life longevity payouts. Show in context →	FinanceVersion 1.0.1	View details →
Tinman AIBetterTinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using... Publisher subtitle Resolve complex loan scenarios Show in context → 1 more matching sources Publisher description Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users ca… Show in context →	FinanceVersion 1.0.0	View details →
Tinman AIBetterTinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer compl... Publisher subtitle Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer compl... Show in context → 1 more matching sources Publisher full description Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users ca… Show in context →	FinanceVersion 1.0.3	View details →
Análise de Ações ListadasRODOLFO SIQUEIRA ESTEVESFluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, ... Publisher capabilities · listing Análise fundamentalista Leitura de ITR e DFP Valuation e cenários Análise forense de riscos Comparação com concorrentes Show in context → 2 more matching sources Publisher description …pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, pares, cenários e fontes rastreáveis. Show in context → Publisher full description …xo estruturado de análise fundamentalista, forense e de valuation. O plugin usa documentos regulatórios, como ITR e DFP da CVM, demonstrações financeiras, teleconferências, dados de mercado e pares comparáveis para examinar modelo de negócios, desempenho, riscos, vantagem competitiva, gestão, valuat… Show in context →	FinanceVersion 1.0.0	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 …, beneficial 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, a… Show in context →	FinanceVersion 3.0.0	View details →
SimsaSplitCRIAHUB Studios UG (haftungsbeschränkt)SimsaSplit helps signed-in users manage shared expense groups through ChatGPT: list groups, create groups, add placeholder members, creat... Publisher CRIAHUB Studios UG (haftungsbeschränkt) Show in context →	FinanceVersion 1.0.0	View details →
AIR Credit IntelligenceAIR Platforms, Inc. Publisher description …risks before they become obvious, understand the drivers behind 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 →
Alpha VantageAlpha Vantage Inc. Publisher description …stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-call ratios, and volume/open-interest ratios for market positioning and sentiment analysis. Query 50+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, VWAP, and more), plus advanced rolling… Show in context →	FinanceVersion 1.0.0	View details →
Análise de FIIsAnálise de FIIs Publisher description …ener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlocks the remaining tools and full analyses. The app is in… Show in context →	FinanceVersion 1.0.0	View details →
Awaken TaxAwaken Publisher description Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT. Show in context →	FinanceVersion 1.0.0	View details →
Calculadora de AutônomosContabilizei Publisher description …ue contratam autônomos e profissionais que trabalham por conta própria. Simule custos, compare cenários e entenda as mudanças tributárias de acordo com o seu perfil. Para as empresas, descubra qual é o custo de tempo e dinheiro na contratação de autônomos. Para quem trabalha por conta própria, veja… Show in context →	FinanceVersion 1.0.0	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… Show in context →	FinanceVersion 1.0.0	View details →
Clear StreetClear Street, LLC. Publisher description …nd finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies. Show in context →	FinanceVersion 1.0.0	View details →
CryptoworthCryptoworth Inc. Publisher description …th crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is rea… Show in context →	FinanceVersion 1.0.0	View details →
Distill MarketsDistill Markets Pty Ltd Publisher description …ers: - Fundamentals from 10-K and 10-Q XBRL: latest values, up to 20 years of history, financial ratios, and a bring-your-own-price valuation panel. - Point-in-time views: what was knowable on a past date, every version of a fact across filings, and material revisions, for restatement-aware research… Show in context →	FinanceVersion 1.0.0	View details →
Euroland AppEuroland IR Publisher description …information including balance sheets, income statements, cash flow statements, and key financial ratios. Users can request specific metrics or comparisons, and the app dynamically generates charts based on the selected data. Current coverage includes publicly available financial data for Swedish com… Show in context →	FinanceVersion 1.0.0	View details →
FinmagineFinmagine Publisher description Indian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian… Show in context →	FinanceVersion 1.0.1	View details →
Fiscal.aiFiscal.ai Publisher description …utional-grade financial data directly within ChatGPT. Fiscal.ai delivers fundamental metrics and ratios minutes after earnings are reported, with every figure verifiable via direct links to the source filing. Beyond core financials, Fiscal.ai provides company-specific KPIs, revenue segments, and adj… Show in context →	FinanceVersion 2.0.0	View details →
Granatum FinanceiroGranatum LTDA Publisher description …Granatum Financeiro conecta o ChatGPT à conta Granatum Empresarial do usuário para consultar relatórios financeiros, investigar lançamentos, registrar movimentos e entender a situação de caixa em linguagem natural. O app permite analisar DRE por período, acompanhar Fluxo de Caixa, abrir drill-down d… Show in context →	FinanceVersion 1.1.0	View details →
Hey-Traders! Quant TradingHeyTraders, Inc. Publisher full description …tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest trading strategies, and run strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted capability… Show in context →	FinanceVersion 1.0.1	View details →
Mamble CalculatorsMamble Publisher description …side ChatGPT. Users can ask questions naturally, adjust assumptions in real time, and explore scenarios through interactive financial calculators. The app supports mortgage payments, refinance analysis, extra payment savings, loan comparisons, affordability calculations, and other lending-related wo… Show in context →	FinanceVersion 1.0.0	View details →
Menz FinanceANDERSON DE ARRUDA MENEZES JUNIOR Publisher description Consulte relatórios, lançamentos, contas, vendas, estoque e precificação, e registre operações financeiras dentro do Menz Finance. O plugin não movimenta dinheiro nem executa pagamentos externos. Show in context →	FinanceVersion 1.0.0	View details →
Moody's Credit MCPMoody's Publisher description …e rigorous, consistent credit assessment and continuous monitoring of entities, markets, and portfolios. Data includes: - Global entity firmographics and identifiers - Entity hierarchies and ownership structures - Detailed global entity financials - Moody's Ratings credit ratings and research - Expe… Show in context →	FinanceVersion 3.0.0	View details →
Moody's Growth and StrategyMoody's Publisher description …or-level forecasts - Cross-Sell & Upsell – help identify whitespace within existing customer portfolios and support AI-generated account briefs that incorporate industry outlooks, economic scenarios, and strategic talking points - CRM Enrichment – enrich account and lead records with company data an… Show in context →	FinanceVersion 2.0.0	View details →
MyInvestorMyInvestor Banco, S.A. Publisher description …mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and simulate a custom portfolio using historical market data. The app is read-only and does not access customer accounts, place orders, subscribe to products, or execute financial transactions. Show in context →	FinanceVersion 2.0.0	View details →
NansenNansen (Business/Productivity Software) Publisher description …rices and market activity, inspect Smart Money holdings and flows, and analyze public wallet portfolios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool calls con… Show in context →	FinanceVersion 1.0.0	View details →
No Trilho FinançasRafael Siloti Publisher description …se o resumo e confirme antes de salvar. O MCP recebe somente dados financeiros estruturados necessários para cada operação. Show in context →	FinanceVersion 1.0.1	View details →
OakbrookOneOakbrook Finance Publisher description …le conversation. Share details about the debts you’re managing and see illustrative repayment scenarios. You can understand how combining balances into one structured plan might affect your monthly payment and overall repayment timeline. If you choose to proceed, you can continue your application se… Show in context →	FinanceVersion 1.0.0	View details →
OnePro AIETF 1 - OnePro Publisher description …sive ETFs de ETFs) e lookup reverso ("quais ETFs carregam NVDA?"). Análise de carteira: seus portfólios salvos no OnePro, ou uma carteira informada na conversa, avaliados por retorno, volatilidade, Sharpe, Sortino, drawdown máximo, tempo de recuperação e correlação, contra benchmarks como CDI, IBOV,… Show in context →	FinanceVersion 1.0.0	View details →
ParqetParqet Fintech GmbH Publisher description Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data. Show in context →	FinanceVersion 4.0.0	View details →
PitchBookPitchBook Publisher full description …p information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market information or retrieval of structured data related to private companies, investm… Show in context →	FinanceVersion 2.0.0	View details →
RalliesRallies Publisher description …worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and does not execute trades. Show in context →	FinanceVersion 2.0.0	View details →
REIzer Deal AnalysisREIzer Publisher description …a few numbers and it returns a 0–100 score, the metrics that matter for that strategy, stress scenarios showing what breaks the deal, every assumption it filled in for you, and a shareable report link. It covers long-term rental, short-term rental, BRRRR, fix-and-flip, multifamily and new constructi… Show in context →	FinanceVersion 1.0.0	View details →