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Finance Codex plugins

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Finance plugins 45

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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...

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Itau Beneficios

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app-6a67c80860bc819190da0c261ccf33cc

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Publisher subtitle

Descubre tus beneficios

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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…

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FinanceVersion 2.0.0
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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...

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app-6a93ecdaa1b481919cdedd0f40f67961

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FX hedge ratios and analytics

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FinanceVersion 1.0.0
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Portfolio Dividend TrackerPortfolio Dividend TrackerPortfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transacti...

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app-69ea210ba4008191a754c8761ab25f5d

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Track investment portfolios

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FinanceVersion 1.0.0
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SavvlySavvly, Inc.Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum...

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app-6a32e78726a88191bc24787b58bc8d03

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Model retirement scenarios

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…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.

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FinanceVersion 1.0.1
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Tinman AIBetterTinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using...

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app-69ca90f7924881918d4b8d06316e8f9c

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Resolve complex loan scenarios

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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…

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FinanceVersion 1.0.0
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Euroland AppEuroland IR

Publisher description

EurolandApp allows users to explore and visualize company financial data through interactive charts generated from natural-language queries. The app provides access to structured financial 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…

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Euroland App

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app-6973331cf07c8191990ca9fa4ce087aa

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FinanceVersion 1.0.0
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SimsaSplitCRIAHUB Studios UG (haftungsbeschränkt)SimsaSplit helps signed-in users manage shared expense groups through ChatGPT: list groups, create groups, add placeholder members, creat...

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app-6a2db6243ea88191a223e169bc07de94

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CRIAHUB Studios UG (haftungsbeschränkt)

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FinanceVersion 1.0.0
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AIR Credit IntelligenceAIR Platforms, Inc.AIR Credit combines powerful machine learning credit intelligence with AI agents directly inside ChatGPT. Instantly assess companies, unc...

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app-6a15bf1c9e248191be30f65edf64f055

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…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.

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FinanceVersion 1.0.0
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Alpha VantageAlpha Vantage Inc.Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, com...

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app-6a5a6774ddc08191a0750a0dc4b10b97

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…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…

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FinanceVersion 1.0.0
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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 informational and read-only: it does not buy or sell investments, move money, or replace financial advice.

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app-6a9dfc83a9748191aa4d3f1efe1178af

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FinanceVersion 1.0.0
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Awaken TaxAwakenAwaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct pri...

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app-6a8386b4df908191b27f2ee865f46832

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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.

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FinanceVersion 1.0.0
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Calculadora de AutônomosContabilizeiCalculadora de Autônomos - Contabilizei. Descubra como a Reforma Tributária pode impactar empresas que contratam autônomos e profissionai...

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app-6a60d2e30a1c81919287937eaff9aee9

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…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…

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FinanceVersion 1.0.0
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Clarity AIClarity AI

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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 across a range of extra-financial metrics. Discover investment universe companies that meet…

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app-6a3268a565708191a510772ab46b09f4

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FinanceVersion 1.0.0
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Clear StreetClear Street, LLC.Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along w...

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app-6a75fc9c27e48191bd6732baef9ff19d

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…nd finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies.

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FinanceVersion 1.0.0
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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 read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.

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app-6a050885bc648191a907c24ab91f8f24

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FinanceVersion 1.0.0
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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...

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app-6abc4e34f1a8819191694205b66d9168

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…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…

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FinanceVersion 1.0.0
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FinmagineFinmagineIndian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), ma...

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app-6a70cb2c5efc8191af8b43c5a4922603

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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…

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FinanceVersion 1.0.1
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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 de lançamentos por categoria, consultar o plano de contas, as contas bancárias, os centros de custo, as formas de paga…

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app-6a32a7da351c81919db830cd602abcf5

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FinanceVersion 1.1.0
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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 workflows. Built for conversational financial plannin…

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app-6a133231cea481918ab2a2e17045f4ec

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FinanceVersion 1.0.0
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Menz FinanceANDERSON DE ARRUDA MENEZES JUNIORConsulte relatórios, lançamentos, contas, vendas, estoque e precificação, e registre operações financeiras dentro do Menz Finance. O plug...

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app-6a9343158e5881918928f6204efe902f

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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.

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FinanceVersion 1.0.0
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Moody's Credit MCPMoody's

Publisher description

Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonl… …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…

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app-6a215179debc8191a28dd0f3723c0646

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FinanceVersion 3.0.0
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Moody's Growth and StrategyMoody'sMoody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and i...

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app-6a60b3a5a5888191b3d51cb6bc768db6

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…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…

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FinanceVersion 2.0.0
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MyInvestorMyInvestor Banco, S.A.

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…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.

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app-6a15b1ae2ee4819184205fa2e7406bea

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FinanceVersion 2.0.0
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NansenNansen (Business/Productivity Software)Explore blockchain and crypto market data with Nansen. Look up tokens and wallet labels, compare token prices and market activity, inspec...

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app-6aa751cb02ec8191bc9e22d48ba9789f

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…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…

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FinanceVersion 1.0.0
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No Trilho FinançasRafael SilotiControle suas finanças no ChatGPT com os cálculos oficiais do No Trilho. Consulte receitas, despesas, contas, dívidas e aportes; prepare ...

Package name

app-6a6df5b7dbec819186c138130ef46460

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…se o resumo e confirme antes de salvar. O MCP recebe somente dados financeiros estruturados necessários para cada operação.

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FinanceVersion 1.0.1
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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 securely on Oakbrook’s website. OakbrookOne will arrange repayment directly with your existing creditors if your application is approved. OakbrookOne provides general information and examp…

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app-69a06d6769508191b2378a0ec461f2ec

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FinanceVersion 1.0.0
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OnePro AIETF 1 - OneProO OnePro conecta sua conta ETF1 ao ChatGPT e dá acesso à mesma base de dados e aos mesmos motores de análise que você usa na plataforma. ...

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app-6a75db4073348191b50fd06594746a96

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…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,…

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FinanceVersion 1.0.0
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ParqetParqet Fintech GmbHUse ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your ...

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app-69b68652f0308191a27d7c7096cab4f6

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Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data.

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FinanceVersion 4.0.0
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PortfolIQMichael PenzinConnect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factua...

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app-6aa8cacd3f288191ad182ced640b1e93

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…eview position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of future re…

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FinanceVersion 1.0.0
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RalliesRallies

Publisher description

Rallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC filings, opt… …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.

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app-69e33452f0bc819187a8482de040eee3

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FinanceVersion 2.0.0
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REIzer Deal AnalysisREIzerREIzer underwrites a real-estate deal the way an investor would. Give it a price and a few numbers and it returns a 0–100 score, the metr...

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app-6a7736cf2a908191b4878640072f7700

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…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…

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FinanceVersion 1.0.0
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Retirement LabCedarwell LabsRetirement Lab runs hypothetical retirement projections from user-supplied financial, tax-residence, and market assumptions. It can save ...

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app-6a9f92ab8f748191a9970f62571cf5af

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…from user-supplied financial, tax-residence, and market assumptions. It can save and compare scenarios, run parameter sweeps, inspect stored results, render projection summaries, preview selected taxes, and create unlisted public shares on explicit request.

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FinanceVersion 1.0.0
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SAHMKSAHMKAccess Saudi Exchange market data directly in ChatGPT using your SAHMK account. Retrieve stock quotes, company information, market summar...

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app-6aa84e446494819183d650e8e0533e7f

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…ve stock quotes, company information, market summaries, historical prices, financial statements, ratios, and dividend data. Available results follow your existing SAHMK subscription, permissions, and data entitlements.

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FinanceVersion 1.0.0
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SecfiSecfiPlan and understand your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model...

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app-6a2a70767b648191b5f0200bebd434ac

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…Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential exit outcomes, the analysis comes to you from Secfi’s calculation APIs.

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FinanceVersion 1.0.0
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SecureLendSecureLend Inc

Publisher description

…business loans, personal loans, mortgages, auto financing, student loans, and other financing scenarios. SecureLend provides calculators and comparison tools to help users understand estimated rates, payments, and trade-offs. SecureLend does not collect sensitive personal information and only gather… …ot provide loans or make credit decisions. All results are informational only. When users choose to apply, they are guided to third-party providers and explicitly consent before any information is shared. SecureLend is designed as a modular financial comparison platform and may expand to additional…

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app-69513da1b04881919f74ae07c00a11f2

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FinanceVersion 1.0.0
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TestfoliotestfolioTestfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optim...

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app-6a9f623cba108191ba258ab4f62548fa

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…onnects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results…

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FinanceVersion 1.0.0
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