Finance Codex plugins
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Finance plugins 2
1–2 of 2All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
| Plugin / developer | Category | Follow |
|---|---|---|
PFT Edgebook - Trading JournalPhil Wasmuth Publisher description PFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout se… …istant can read: - Trades — entries, exits, size, P&L, R-multiple, tags - Statistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, tran… Show in context →2 more matching sources |
FinanceVersion 1.0.0 | View details → |
BriefcaseBriefcase Publisher description …nting software for UK businesses and their accountants. Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect. Show in context →1 more matching sourcesPublisher full description …sions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss, balance sheet and aged reports, and raise sales invoices and manual journals on Briefcase Ledger for your clients. The assistant acts as you, on the clients you choose, with your permissions. Show in context → |
FinanceVersion 1.3.0 | View details → |